Trying to import invoices using configuration package

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We are new to Business Central and looking for some guidance with configuration packages. We would like to import invoices from Excel, but don't see what ties the header and the lines together. We don't have any of the required internal identifiers. Can we use the supplied invoice number to link them, even though the system will assign new identifiers?

thanks,

Dgray

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Dynamics 365 Business Central

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Anks27 1,083 on at

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RE: Trying to import invoices using configuration package

Hello,

To assign Number Automatically from Excel sheet, you need to Enable Default number series from No.series page.

For vendor invoice, use Document Type and Document Number to manage relation between header and line.

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Ankit Shah(MCT-Microsoft Certified Trainer || Dynamics 365/Business Development Manager)

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RE: Trying to import invoices using configuration package

Thanks guys. This definitely helps.

We were trying to let the system automatically assign invoice numbers from a manual import spreadsheet. Then we could manually assign temporary numbers instead of knowing what the next available number would be. We don't want to accidentally update instead of import because we manually assigned the same number in two import spreadsheets. Is there a standard solution to that?

Same issue on a vendor invoice. We have their external reference number that we could use to match header and line, but don't want that to become our internal number when it is imported.
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Anks27 1,083 on at

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RE: Trying to import invoices using configuration package

Hello,

Relation between header and lines in business central as per below.

Document Type and Document number Both filed are available in header and Line level table so whenever you import Data from configuration package it will automatically map between header and lines level data because of two fields.

if you want add manual number in invoice then you have to enable option in number series.

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JAngle 89 on at

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RE: Trying to import invoices using configuration package

You can use the existing number you just need to patch up the rest of the missing parts.

Tables included will be 38 and 39. 38 is the parent table and the unique reference to an entry is “Document Type”, “No.” so for you this is Invoice and your existing no. 39 then uses this logic “Document Type”, “Document No.”, “Line No.”, so for you that is Invoice, existing invoice no. and possible a number you have for the details of the invoice. If you don’t have one then use a value. BC typically starts line numbers at 10000 and goes up in ten thousands. You don’t have to stick to this but it’s standard for a reason.

Note that you have to post the invoices again as opposed to importing them straight to the posted invoice tables which have different table id references.

If this method is still not working out you can revert to a 1 dimensional structure. Use the purchase journal and entry 1 line per invoice for the total value with the corresponding dates. If you have an attachment use the incoming document feature. Balance it to the accounts payable control account.