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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Configuration Package ...
Small and medium business | Business Central, N...
Suggested Answer

Configuration Package for Payables History

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Posted on by SL_GP_BC_123 1,106
We are looking to import some payables history into BC.  Normally we do a more narrow upload of open invoices.  For this exercise we would need to capture historical invoices with payments and applications. Due to significant structural changes, this will have to be a package upload.  Any suggestions as to the best or better approach?  Look forward to a response.
Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central migration
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  • Suggested answer
    Teagen Boll Profile Picture
    Teagen Boll 1,401 Super User 2026 Season 1 on at
    If you want to bring in historical payables balance it can be a large amount of work prone to error. It's not highly recommended but this is what you need to do.
     
    1. Load all invoices and credit memos into the Purchase Journal for each vendor (or create these as Invoices and Credit Memos). You can upload these using a configuration package. These should be a Debit to AP control account and a Credit to the AP control account (net zero impact to the GL).
    2. Then load all payments that were posted in the Payment Journal for each vendor. You can upload these using a configuration package (same approach as above with a net zero impact to the GL).
    3. After that is done you then manually need to match Invoices to Credit Memos and Payments in the Vendor Ledger Entries. - This is the part that takes a lot of time.
     
    After performing all that matching you then want to run the Aged Payables Report and compare that to your general ledger. Your general ledger balances you load as part of your migration should match the payables amount in the report. This is something you would want to review with a microsoft partner completing your implementation (or the team completing the migration project).
     
  • Suggested answer
    Jainam M. Kothari Profile Picture
    Jainam M. Kothari 15,732 Super User 2026 Season 1 on at
    Hello,
     
    To import historical payables with invoices, payments, and applications into Business Central, you can either use journals to post invoices and payments and then apply entries (Microsoft-recommended, audit-friendly but time-consuming) or configuration packages with developer support to load Vendor Ledger and Detailed Vendor Ledger Entries (preserves full history but bypasses posting logic and needs careful validation).
     
    A hybrid approach—summary for older years and detailed for recent periods—often works best.
  • Suggested answer
    OussamaSabbouh Profile Picture
    OussamaSabbouh 12,808 Super User 2026 Season 1 on at
    Hello,
     
    Don’t import into tables.
    Post history through Gen. Journals (vendor charges + payments), then apply them.
    That’s the only stable way to recreate payable history.
     
    Regards,
    Oussama Sabbouh
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 99,055 Super User 2026 Season 1 on at
    Since the Configuration Package cannot import data that has already been posted, you can only import it through the General Journal first, and then post it. You can refer to the following steps.
    Dynamics 365 Business Central: How to use Configuration Package to post documents (Sales Order, Purchase Order, Transfer Order, General Journal, etc.)
     
    Thanks.
    ZHU
  • Suggested answer
    RockwithNav Profile Picture
    RockwithNav 8,941 Super User 2026 Season 1 on at
    Configuration Package won’t be a good approach, and I would never handle it that way. The proper approach would be to focus only on the Purchase Journal, post the payable invoices, and then take care of the application entries by writing some code with the appropriate filters. That will maintain the integrity, and everything will fall in place.
  • Gerardo Rentería García Profile Picture
    Gerardo Rentería Ga... 25,555 Most Valuable Professional on at

    Hi, good day
    I hope this can help you, and give you some hints.

    Microsoft Dynamics 365 Business Central: How to Export and Import Data (Using Configuration Packages) | Dynamics 365 Lab

    Best Regards
    Gerardo

  • Suggested answer
    Pallavi Phade Profile Picture
    Pallavi Phade 5,420 Super User 2026 Season 1 on at
    Namaste @SL_GP_BC_123
     
     
    Configuration package is for transaction documents , masters not for posted documents .
    You import Purchase invoices in journals , post them 
    When you upload payment refer the application document invoice no in payment 
     
     
    above data can be uploaded in configuration package and post the document 
     
     
    Warm Regards
    Pallavi Phade
     

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