CreateGLTransaction

Description

This method creates a new GL transaction.

Parameters

Interfaces

• Dynamics GP
• Financials

Examples

The following C# example creates a GL transaction. The example uses a GL transaction key to identify the new transaction. The batch key and reference property are also populated and two GL transaction line objects are created to specify the GL accounts and the transaction amount. All other properties are left as default values.

** Legacy endpoint**

using System;
using System.Collections.Generic;
using System.Text;
using DynamicsGPWebServiceSample.DynamicsGPService;

namespace DynamicsGPWebServiceSample
{
    class Program
    {
        static void Main(string[] args)
        {
            CompanyKey companyKey;
            Context context;
            BatchKey batchKey;
            GLTransactionKey transactionKey;
            GLTransaction transaction;
            GLTransactionLineKey glTransactionLineKey;
            GLTransactionLine transactionDebitLine;
            GLTransactionLine transactionCreditLine;
            GLAccountNumberKey debitAccountKey;
            GLAccountNumberKey creditAccountKey;
            MoneyAmount debitAmount;
            MoneyAmount creditAmount;
            MoneyAmount zeroAmount;
            Policy transactionCreatePolicy;

            // Create an instance of the service
            DynamicsGP wsDynamicsGP = new DynamicsGP();

            // Be sure the default credentials are used
            wsDynamicsGP.UseDefaultCredentials = true;

            // Create a context with which to call the service
            context = new Context();

            // Specify which company to use (sample company)
            companyKey = new CompanyKey();
            companyKey.Id = (-1);

            // Set up the context object
            context.OrganizationKey = (OrganizationKey)companyKey;

            // Create a batch key object to specify the batch
            batchKey = new BatchKey();
            batchKey.Id = "RMCSH00000011";

            // Create a GL transaction key object to identify the transaction
            transactionKey = new GLTransactionKey();
            transactionKey.JournalId = 3365;
            transactionKey.Date = new DateTime(2007, 4, 12);

            // Create the transaction object
            transaction = new GLTransaction();

            // Populate the GL transaction object's key property
            transaction.Key = transactionKey;

            // Populate the batch key and reference properties
            transaction.BatchKey = batchKey;
            transaction.Reference = "Receivables Cash Receipts";

            // Create a GL transaction line key
            glTransactionLineKey = new GLTransactionLineKey();

            // Create two GL transaction lines:
            // Create the debit transaction line
            transactionDebitLine = new GLTransactionLine();

            // Populate the transaction line key
            transactionDebitLine.Key = glTransactionLineKey;

            // Create a GL account number key object to specify the account
            debitAccountKey = new GLAccountNumberKey();
            debitAccountKey.Id = "000-1100-00";

            // Populate the debit line GL account key property
            transactionDebitLine.GLAccountKey = debitAccountKey;

            // Create a money object
            zeroAmount = new MoneyAmount();
            zeroAmount.Value = 0m;
            zeroAmount.Currency = "USD";

            // Create a money object for the debit amount
            debitAmount = new MoneyAmount();
            debitAmount.Value = 50m;
            debitAmount.Currency = "USD";

            // Populate the transaction line debit and credit amount properties
            transactionDebitLine.DebitAmount = debitAmount;
            transactionDebitLine.CreditAmount = zeroAmount;

            // Create the credit transaction line
            transactionCreditLine = new GLTransactionLine();

            // Populate the transaction line key
            transactionCreditLine.Key = glTransactionLineKey;

            // Create a GL account number key object to specify the account
            creditAccountKey = new GLAccountNumberKey();
            creditAccountKey.Id = "000-1200-00";

            // Populate the credit line GL account key property
            transactionCreditLine.GLAccountKey = creditAccountKey;

            // Create a money amount object for the credit
            creditAmount = new MoneyAmount();
            creditAmount.Value = 50m;
            creditAmount.Currency = "USD";

            // Populate the transaction line debit and credit amount properties
            transactionCreditLine.DebitAmount = zeroAmount;
            transactionCreditLine.CreditAmount = creditAmount;

            // Create an array to hold the two GL transaction line objects
            GLTransactionLine[] lines = { transactionDebitLine, transactionCreditLine };

            // Add the array of GL transaction line objects to the transaction object
            transaction.Lines = lines;

            // Get the create policy for GL transactions
            transactionCreatePolicy = wsDynamicsGP.GetPolicyByOperation("CreateGLTransaction", context);

            // Create the GL transaction
            wsDynamicsGP.CreateGLTransaction(transaction, context, transactionCreatePolicy);
        }
    }
}

** Native endpoint **

using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.ServiceModel;
using DynamicsGPWebServiceSample.DynamicsGPService;

namespace DynamicsGPWebServiceSample
{
    class Program
    {
        static void Main(string[] args)
        {
            CompanyKey companyKey;
            Context context;
            BatchKey batchKey;
            GLTransactionKey transactionKey;
            GLTransaction transaction;
            GLTransactionLineKey glTransactionLineKey;
            GLTransactionLine transactionDebitLine;
            GLTransactionLine transactionCreditLine;
            GLAccountNumberKey debitAccountKey;
            GLAccountNumberKey creditAccountKey;
            MoneyAmount debitAmount;
            MoneyAmount creditAmount;
            MoneyAmount zeroAmount;
            Policy transactionCreatePolicy;

            // Create an instance of the service
            DynamicsGPClient wsDynamicsGP = new DynamicsGPClient();

            // Create a context with which to call the service
            context = new Context();

            // Specify which company to use (sample company)
            companyKey = new CompanyKey();
            companyKey.Id = (-1);

            // Set up the context object
            context.OrganizationKey = (OrganizationKey)companyKey;

            // Create a batch key object to specify the batch
            batchKey = new BatchKey();
            batchKey.Id = "RMCSH00000011";

            // Create a GL transaction key object to identify the transaction
            transactionKey = new GLTransactionKey();
            transactionKey.JournalId = 3365;
            transactionKey.Date = new DateTime(2007, 4, 12);

            // Create the transaction object
            transaction = new GLTransaction();

            // Populate the GL transaction object's key property
            transaction.Key = transactionKey;

            // Populate the batch key and reference properties
            transaction.BatchKey = batchKey;
            transaction.Reference = "Receivables Cash Receipts";

            // Create a GL transaction line key
            glTransactionLineKey = new GLTransactionLineKey();

            // Create two GL transaction lines:
            // Create the debit transaction line
            transactionDebitLine = new GLTransactionLine();

            // Populate the transaction line key
            transactionDebitLine.Key = glTransactionLineKey;

            // Create a GL account number key object to specify the account
            debitAccountKey = new GLAccountNumberKey();
            debitAccountKey.Id = "000-1100-00";

            // Populate the debit line GL account key property
            transactionDebitLine.GLAccountKey = debitAccountKey;

            // Create a money object
            zeroAmount = new MoneyAmount();
            zeroAmount.Value = 0m;
            zeroAmount.Currency = "USD";

            // Create a money object for the debit amount
            debitAmount = new MoneyAmount();
            debitAmount.Value = 50m;
            debitAmount.Currency = "USD";

            // Populate the transaction line debit and credit amount properties
            transactionDebitLine.DebitAmount = debitAmount;
            transactionDebitLine.CreditAmount = zeroAmount;

            // Create the credit transaction line
            transactionCreditLine = new GLTransactionLine();

            // Populate the transaction line key
            transactionCreditLine.Key = glTransactionLineKey;

            // Create a GL account number key object to specify the account
            creditAccountKey = new GLAccountNumberKey();
            creditAccountKey.Id = "000-1200-00";

            // Populate the credit line GL account key property
            transactionCreditLine.GLAccountKey = creditAccountKey;

            // Create a money amount object for the credit
            creditAmount = new MoneyAmount();
            creditAmount.Value = 50m;
            creditAmount.Currency = "USD";

            // Populate the transaction line debit and credit amount properties
            transactionCreditLine.DebitAmount = zeroAmount;
            transactionCreditLine.CreditAmount = creditAmount;

            // Create an array to hold the two GL transaction line objects
            GLTransactionLine[] lines = { transactionDebitLine, transactionCreditLine };

            // Add the array of GL transaction line objects to the transaction object
            transaction.Lines = lines;

            // Get the create policy for GL transactions
            transactionCreatePolicy = wsDynamicsGP.GetPolicyByOperation("CreateGLTransaction", context);

            // Create the GL transaction
            wsDynamicsGP.CreateGLTransaction(transaction, context, transactionCreatePolicy);

            // Close the service
            if(wsDynamicsGP.State != CommunicationState.Faulted)
            {
                wsDynamicsGP.Close();
            }
        }
    }
}