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General journal lines import

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Posted on by peter fun

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hi, i am importing some general journal lines and sales journal lines. On customer cards payment term codes are specified so according to this when i import the sales and general journal BC should calculate due dates from posting dates biased on payment term code right but it's not working every time i got due date field empty.
i tried by inserting due dates manually on excel sheet and then import it with configuration package but not worked i have imported excel file without inserting due dates but just with posting dates but still not working please help me on this

Thanks

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Dynamics 365 Business Central

Microsoft Dynamics RMS

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Saif Ali Sabri 2,352 Super User 2025 Season 2 on at

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It looks like Business Central is not automatically calculating the Due Date from the Payment Terms Code during your import process. Here’s how you can troubleshoot and fix the issue:

Verify Payment Terms Setup:

Go to Payment Terms (Search > Payment Terms).

Check if the Calculation Method is correctly set (e.g., 30D for Net 30 days).

Ensure Customers Have Payment Terms Assigned:

Open Customer Card and confirm the Payment Terms Code is specified.

Check Configuration Package Fields:

Make sure the Payment Terms Code and Posting Date are included in the import file.

If you're importing Due Date, remove it and let BC calculate automatically.

Import and Validate:

Import the journal lines without Due Date and let BC calculate it based on the Posting Date + Payment Terms.

If Due Date is still empty, manually open the imported journal and check if the Payment Terms Code is missing.

Manually Refresh the Journal:

After import, try updating any field (e.g., change and revert Posting Date) to trigger recalculations.

Use Data Exchange Definition (If Needed):

If importing via Data Exchange Definition, check that the mapping is correct.

Test Manually:

Try manually entering a new journal line and see if BC calculates the due date.

If it works manually but not via import, the issue is with the import process.

Alternative Workaround:
If BC is not calculating automatically, you can use Edit in Excel to manually populate the Due Date after import.

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Ramesh Kumar 7,539 Super User 2025 Season 2 on at

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Hi Talha,

Excel imports are generally straightforward, but can sometimes be tricky as they validate all the fields before importing. If there are any errors, they will be flagged during the import process, whether it's an Excel import or a configuration package.

What error message you are getting? Can you share some screenshot.

https://yzhums.com/4223/

https://learn.microsoft.com/en-ca/dynamics365/business-central/across-import-data-configuration-packages

Thanks

Ramesh

If this was helpful, please check the "Does this answer your question?" box and mark it as verified.

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YUN ZHU 96,089 Super User 2025 Season 2 on at

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Hi, I'm not sure, maybe you don't have the following option enabled?

Hope this helps.

Thanks.

ZHU

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Gerardo Rentería Ga... 25,398 Most Valuable Professional on at

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

Definitive Guide To Configuration Packages In Business Central - Business Central Geek

How to Import Data Using Configuration Packages in Dynamics 365 Business Central - Dynamics 365 Business Central Insights

Best Regards
Gerardo

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Saif Ali Sabri 2,352 Super User 2025 Season 2 on at

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The issue in the forum post involves a Business Rule in Dynamics 365 that does not trigger when a column is updated through a plugin or workflow. This is expected behavior because Business Rules run only on the client-side and do not trigger from server-side changes like plugins or workflows.

Use a real-time workflow or a plugin instead of a Business Rule to ensure the logic executes when the field is updated.
Option 1: Real-Time Workflow

Navigate to Settings > Processes > New Process.

Select Workflow, choose the entity, and set it as Real-time (synchronous).

Configure it to trigger on field change and define the required actions.

Option 2: Plugin (Preferred for Complex Logic)

Register a Post-Update plugin on the field.

Write logic in the plugin to handle changes dynamically.

Deploy using the Plugin Registration Tool.

This ensures the field update triggers necessary actions consistently, regardless of whether it happens from a form, workflow, or plugin.

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Jainam M. Kothari 15,643 Super User 2025 Season 2 on at

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Hello,

Here are a few steps you can follow to resolve this issue:

Check Payment Term Codes: Ensure that the payment term codes are correctly set up on the customer cards. Go to the customer card and verify that the payment term code is correctly assigned.

Verify Posting Dates: Make sure that the posting dates are correctly entered in your Excel sheet before importing. The due dates are calculated based on these posting dates and the payment term codes.

Configuration Package Setup: When setting up your configuration package, ensure that the fields for posting dates and payment term codes are correctly mapped. Sometimes, incorrect mapping can lead to issues with data import.

Field Mapping in Excel: Double-check that the columns in your Excel sheet are correctly labeled and match the fields in Business Central. For example, ensure that the column for posting dates is correctly labeled and contains valid dates.

Import Settings: When importing the Excel file, make sure that the import settings are correctly configured. Sometimes, specific settings need to be enabled for the due dates to be calculated automatically.

Manual Calculation: If the automatic calculation is not working, you can try calculating the due dates manually in Excel based on the posting dates and payment term codes, and then import the file.

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Khushbu Rajvi. 21,073 Super User 2025 Season 2 on at

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Hope this helps as well:https://valentincastravet.com/how-to-import-data-using-configuration-packages-in-dynamics-365-business-central/#handling-configuration-package-errors

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Vahid Ghafarpour 12,204 Super User 2025 Season 2 on at

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