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Streamlining Dynamics 365 Business Central Imports: Sales and Purchase Orders

Jun Wang Profile Picture Jun Wang 4,262 Super User

Streamlining Dynamics 365 Business Central Imports: Sales and Purchase Orders 📑

If you're looking to efficiently create open documents like sales and purchase orders in #BusinessCentral using configuration packages, here’s a pro-tip to simplify your process:

🔑 Skip the "Sell to Customer" field in the Sales Line table. Why? It keeps your data import focused and avoids unnecessary complications.

Here's what to do:
1️⃣ Include only essential fields in your configuration package to keep it clean and straightforward.
2️⃣ During the application of the package, Business Central will prompt questions about changing the "Sell to Customer" and creating new sales lines – just click "Yes" to proceed.
3️⃣ Important: Ensure the customer card is prepped with all mandatory details. This step is crucial because it enables Business Central to accurately compute prices, costs, and taxes.

Remember, setting up your customer cards with comprehensive information is foundational to smooth operations. Get this right, and you’ll enjoy seamless document creation!

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