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Finance | Project Operations, Human Resources, ...
Suggested Answer

Data entity for free text invoice upload

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Posted on by 15,045 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)
  • Suggested answer
    Waed Ayyad Profile Picture
    9,089 Super User 2026 Season 1 on at
    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
    ​​​​​​​
     
  • Suggested answer
    Sukrut Parab Profile Picture
    71,735 Moderator on at
    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? 
     
     
     
     
  • saurabh bharti Profile Picture
    15,045 Moderator on at
    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

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