Difference between revisions of "Microsoft Dynamics Export"

From Rts
Jump to: navigation, search
(Created page with "==Configuring MS Dynamic Export== ===Adding/Editing a Field=== :Adding a Field :Removing a Field :Editing a Field :Values")
 
Line 1: Line 1:
 +
This article will explain how to configure a Microsoft Dynamics Export in RTS. In <code> Actions -> Export -> Microsoft Dynamics </code>
 +
 
==Configuring MS Dynamic Export==
 
==Configuring MS Dynamic Export==
  
===Adding/Editing a Field===
+
Configuring the export is done by selecting the '''Configure Export''' button in the MS Dynamics Export window.
 +
 
 +
:''Note: Make sure, when making any changes to the configuration window, to click on the save and close button.'' 
 +
 
 +
===Creating an Account===
 +
 
 +
Creating an account will allow you to configure the export that will be uploaded to Microsoft Dynamics.
 +
 
 +
:1) Select '''Add/Edit Account''' to create the new account name.
 +
 
 +
:2) Once an account is created then allocations and the value (Viewing the Gross, Net, or Tax of the location) of the export can be configured.
 +
 
 +
===Creating Allocations===
 +
Allocations are created to distribute amounts to ledger accounts that are within Microsoft Dynamics.
 +
 
 +
:1) Select '''Add Field''', then insert the name of the Allocation, the account number associated with it, and whether it will be viewing credit or debit transactions.
 +
 
 +
[[File:MSDynamicsAddField.gif | 800px ]]<br><br>
 +
 
 +
===Assigning Items to Allocations===
 +
 
 +
[[Deposit Total | Deposit sections]], subtotal, and concession items can be set as items to allocations fields.
 +
 
 +
:1) Highlight the item on the left-hand side
 +
 
 +
:2) Select '''<<< Add''' and then this will then move the item over to the selected field.
 +
 
 +
 
 +
[[File:MSDynamicsAddItem11-8-20.gif | 750px ]]<br><br>
  
:Adding a Field
+
:''Note: Make sure to highlight the Allocation field that is getting the new Item assigned to it or else it will default assigning the item to the first allocation on the right-hand side.''
  
:Removing a Field
+
==Exporting Microsoft Export==
  
:Editing a Field
+
There are two types of exports that can be done in RTS, one is by a specific deposit and the other is by a date range of the deposit.
  
:Values
+
:*When you select the export button on the MS Dynamics Export window, RTS creates a CSV file that is saved onto the machine.

Revision as of 17:03, 9 November 2020

This article will explain how to configure a Microsoft Dynamics Export in RTS. In Actions -> Export -> Microsoft Dynamics

Configuring MS Dynamic Export

Configuring the export is done by selecting the Configure Export button in the MS Dynamics Export window.

Note: Make sure, when making any changes to the configuration window, to click on the save and close button.

Creating an Account

Creating an account will allow you to configure the export that will be uploaded to Microsoft Dynamics.

1) Select Add/Edit Account to create the new account name.
2) Once an account is created then allocations and the value (Viewing the Gross, Net, or Tax of the location) of the export can be configured.

Creating Allocations

Allocations are created to distribute amounts to ledger accounts that are within Microsoft Dynamics.

1) Select Add Field, then insert the name of the Allocation, the account number associated with it, and whether it will be viewing credit or debit transactions.

MSDynamicsAddField.gif

Assigning Items to Allocations

Deposit sections, subtotal, and concession items can be set as items to allocations fields.

1) Highlight the item on the left-hand side
2) Select <<< Add and then this will then move the item over to the selected field.


MSDynamicsAddItem11-8-20.gif

Note: Make sure to highlight the Allocation field that is getting the new Item assigned to it or else it will default assigning the item to the first allocation on the right-hand side.

Exporting Microsoft Export

There are two types of exports that can be done in RTS, one is by a specific deposit and the other is by a date range of the deposit.

  • When you select the export button on the MS Dynamics Export window, RTS creates a CSV file that is saved onto the machine.