Finance | Project Operations, Human Resources, ...

Data entity for free text invoice upload

(1) Share

Report

Posted on by saurabh bharti

15,039 Moderator

Hi Community,

I have got a question (May be bit technical) but let me explain my ask :

Objective: Objective is to import bulk free text invoices with header and lines

Available solution: We have a one single data entity /Customer free text invoice / in data management and i can upload through this but as we know it is difficult for end users to use this process ,

So i thought to design through excel workbook designer.

Now when i use excel workbook design (Open in excel template), i see two separate entity for header and line which will create a simple view for creating template in a single row. This is good when we have header line view for uploading one single invoice.

Any one has any idea how to get same data entity (Available in data management ) here in workbook designer ?

I know, we can design using both entity but this will not work because it will allow only one invoice to be uploaded , i need both to be available in singlerow as flat table

I have the same question (0)

All responses (3)

Answers (0)

Suggested answer

Waed Ayyad 8,985 Super User 2025 Season 2 on at

Like (0)

Report

Data entity for free text invoice upload

Hi,

You are on the right entity, it's one entity and have header and lines data sources.

Thanks

Waed Ayyad

Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future

Was this reply helpful? Yes No
Suggested answer

Sukrut Parab 71,699 Moderator on at

Like (0)

Report

Data entity for free text invoice upload

HI Saurabh ,

You are using the right template. If you want to add additional fields You can just add those from lines, header fields are already there in the template. Did you try importing data with this method?

Was this reply helpful? Yes No
saurabh bharti 15,039 Moderator on at

Like (0)

Report

Data entity for free text invoice upload

Right Sukrut we can do this but this will only allow one invoice at a time. I need this template as flat stcrture where we can upload 100 invoices with multiple lines in one go

Was this reply helpful? Yes No