I want to create a simple macro that does a bank transfer

Question

It would need to prompt for from bank, to bank, amount, and transfer date. 
 then offer OK or cancel. 
 The rest of the stuff on the bank transfer screen I find not helpful.

Ron Boyd · Accepted Answer

edit the macro from Sage 300 
 now use the help menu 
 look for things like INPUTBOX, MSGBOX etc 
 I recommend Google; there are examples everywhere of all kinds of stuff for VBA

Django · Answer

I literally wrote this same macro the other night. 
 One thing to watch is that the macro doesn't record the date. You'll want to include POSTDATE as a value, otherwise all of your transactions will be as of the session date. And then you get to learn how to edit data in the BK tables.

Ron Boyd · Answer

start recording a macro and go to the screen and do one transaction 
 then stop recording 
 you will then have the basic code most of the time. 
 after that it's up to you. you should not have serious technical issues that screen is fairly simple.

Ron Boyd · Answer

I went to Bank Services, Bank Transfers 
 If this is the topic of conversation - they record in my universe as of 5 minutes ago 
 Sounds like the benefits of not upgrading your work computer too much 
 Here you go Peter

Sub MainSub() ' ' Sage Accpac Macro file: C:\TEMP\JUNK.avb ' Recorded at: Mon Nov 18 19:11:18 2019 ' On Error GoTo ACCPACErrorHandler ' TODO: To increase efficiency, comment out any unused DB links. Dim mDBLinkCmpRW As AccpacCOMAPI.AccpacDBLink Set mDBLinkCmpRW = OpenDBLink(DBLINK_COMPANY, DBLINK_FLG_READWRITE) Dim mDBLinkSysRW As AccpacCOMAPI.AccpacDBLink Set mDBLinkSysRW = OpenDBLink(DBLINK_SYSTEM, DBLINK_FLG_READWRITE) Dim temp As Boolean Dim BKTRANSFER1header As AccpacCOMAPI.AccpacView Dim BKTRANSFER1headerFields As AccpacCOMAPI.AccpacViewFields mDBLinkCmpRW.OpenView "BK0036", BKTRANSFER1header Set BKTRANSFER1headerFields = BKTRANSFER1header.Fields Dim BKTRANSFER1detail As AccpacCOMAPI.AccpacView Dim BKTRANSFER1detailFields As AccpacCOMAPI.AccpacViewFields mDBLinkCmpRW.OpenView "BK0835", BKTRANSFER1detail Set BKTRANSFER1detailFields = BKTRANSFER1detail.Fields BKTRANSFER1header.Compose Array(BKTRANSFER1detail) BKTRANSFER1detail.Compose Array(BKTRANSFER1header) Dim BKPROC2 As AccpacCOMAPI.AccpacView Dim BKPROC2Fields As AccpacCOMAPI.AccpacViewFields mDBLinkCmpRW.OpenView "BK0105", BKPROC2 Set BKPROC2Fields = BKPROC2.Fields BKPROC2Fields("PROCESS").PutWithoutVerification ("12") ' Bank Process BKPROC2.Process BKTRANSFER1header.Init BKTRANSFER1headerFields("DESC").Value = "dddd" ' Description BKTRANSFER1headerFields("REFERENCE").Value = "rrrrrrrrrr" ' Reference BKTRANSFER1headerFields("OBANK").Value = "FCBANK" ' Transfer Bank BKTRANSFER1headerFields("DBANK").Value = "PRBANK" ' Deposit Bank BKTRANSFER1headerFields("OSAMOUNT").Value = "1.000" ' Transfer Source Amount BKTRANSFER1detail.Browse "", 1 BKTRANSFER1detail.Fetch BKTRANSFER1detail.Fetch BKTRANSFER1detail.Fetch BKTRANSFER1header.Insert BKPROC2Fields("OPERATION").PutWithoutVerification ("1") ' Process Status BKPROC2.Process Exit Sub ACCPACErrorHandler: Dim lCount As Long Dim lIndex As Long If Errors Is Nothing Then MsgBox Err.Description Else lCount = Errors.Count If lCount = 0 Then MsgBox Err.Description Else For lIndex = 0 To lCount - 1 MsgBox Errors.Item(lIndex) Next Errors.Clear End If Resume Next End If End Sub

Peter.Heinicke · Answer

Sub MainSub() ' ' Sage Accpac Macro file: C:\TEMP\JUNK.avb ' Recorded at: Mon Nov 18 19:11:18 2019 ' 
 On Error GoTo ACCPACErrorHandler 
 ' TODO: To increase efficiency, comment out any unused DB links. Dim mDBLinkCmpRW As AccpacCOMAPI.AccpacDBLink Set mDBLinkCmpRW = OpenDBLink(DBLINK_COMPANY, DBLINK_FLG_READWRITE) 
 Dim mDBLinkSysRW As AccpacCOMAPI.AccpacDBLink Set mDBLinkSysRW = OpenDBLink(DBLINK_SYSTEM, DBLINK_FLG_READWRITE) 
 Dim temp As Boolean Dim BKTRANSFER1header As AccpacCOMAPI.AccpacView Dim BKTRANSFER1headerFields As AccpacCOMAPI.AccpacViewFields mDBLinkCmpRW.OpenView "BK0036", BKTRANSFER1header Set BKTRANSFER1headerFields = BKTRANSFER1header.Fields 
 Dim BKTRANSFER1detail As AccpacCOMAPI.AccpacView Dim BKTRANSFER1detailFields As AccpacCOMAPI.AccpacViewFields mDBLinkCmpRW.OpenView "BK0835", BKTRANSFER1detail Set BKTRANSFER1detailFields = BKTRANSFER1detail.Fields 
 BKTRANSFER1header.Compose Array(BKTRANSFER1detail) 
 BKTRANSFER1detail.Compose Array(BKTRANSFER1header) 
 Dim BKPROC2 As AccpacCOMAPI.AccpacView Dim BKPROC2Fields As AccpacCOMAPI.AccpacViewFields mDBLinkCmpRW.OpenView "BK0105", BKPROC2 Set BKPROC2Fields = BKPROC2.Fields 
 
 BKPROC2Fields("PROCESS").PutWithoutVerification ("12") ' Bank Process 
 BKPROC2.Process BKTRANSFER1header.Init 
 BKTRANSFER1headerFields("DESC").Value = InputBox("descrip") ' Description 
 BKTRANSFER1headerFields("REFERENCE").Value = InputBox("ref") ' Reference 
 BKTRANSFER1headerFields("OBANK").Value = InputBox("xfer bank", , "CCB") ' Transfer Bank 
 BKTRANSFER1headerFields("DBANK").Value = InputBox("deposit bank", , "FCBANK") ' Deposit Bank 
 BKTRANSFER1headerFields("OSAMOUNT").Value = InputBox("amt", , 0) ' Transfer Source Amount 
 BKTRANSFER1headerFields("POSTDATE").Value = InputBox("date", , Date) ' Transfer date 
 BKTRANSFER1detail.Browse "", 1 BKTRANSFER1detail.Fetch BKTRANSFER1detail.Fetch BKTRANSFER1detail.Fetch BKTRANSFER1header.Insert BKPROC2Fields("OPERATION").PutWithoutVerification ("1") ' Process Status BKPROC2.Process 
 
 Exit Sub 
 ACCPACErrorHandler: Dim lCount As Long Dim lIndex As Long 
 If Errors Is Nothing Then MsgBox Err.Description Else lCount = Errors.Count 
 If lCount = 0 Then MsgBox Err.Description Else For lIndex = 0 To lCount - 1 MsgBox Errors.Item(lIndex) Next Errors.Clear End If Resume Next 
 End If 
 End Sub

Sage 300

I want to create a simple macro that does a bank transfer

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