RemoteDesk ™

Accounting Interface Guide

Importing Inventory Items from Dynamics

When importing from Dynamics, a special option screen is displayed.

Dynamics provides for multiple Price Levels, however RemoteDesk supports only one. It is from this selection that a base price is set on the items imported

Inventory Price Level:

Click on the drop-down arrow to display a list of available options that you can select from. Select the appropriate price list.

The program prompts for Dynamics inventory item fields that can also be imported for each item. Depending on the optional item field types set in the Company Profile, you are presented with a list of fields that can be imported and selected from.

Each field "type" can be set to one of the following values from Inventory in Dynamics.

Number -List price, Item shipping weight, Warranty days.

Date - Last modified date, Created date.

String - Item short name, Alternate item1, Alt. item 2

Once all options have been entered, click on the <Accept> button to proceed.

As records are being imported, a progress bar is displayed. Once the program has temporarily read and verified the item database, the program displays a reminder that your RemoteDesk data should be backed up in case you have to restore it for any reason.

Once the Proceed button is clicked, the program continues with the final step in the import process. After completion, a status box is displayed that summarizes the activity and final record counts.

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