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  2. Action History / Generate Billing-Datafile for Dynamics365

Action History / Generate Billing-Datafile for Dynamics365

In order to transfer the billing-data from COS to the financial system Dynamics 365, you need to generate respective data-file (CSV) containing relevant accounting-information. This file will be imported into Dynamics365.

You can select multiple accounting-documents in the Action History and generate one single data-file with all the selected accounting documents.

Please note:

If you select multiple documents to be generated into one data-file, you can only do that selecting the same kind of accounting-documents. Currently there are 3 kinds of accounting-documents:

That means, you can NOT generate a data-file containing both SRA and CSR accounting-data.