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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Importing invoices usi...
Microsoft Dynamics GP (Archived)

Importing invoices using Integration Manager not allowing to relate them to order(ORIGNUMB and MSTRNUM).

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Posted on by Community Member Microsoft Employee

In our environment we need to import sales order and invoices from two files. But we need to relate them. We are not able to relate as ORIGNUMB and MSTRNUM are not visible in IM mapping. Though we have tried post script while importing invoice to populate ORIGNUMB(with order #)  or MSTRNUM(the link between the two). It is treating both invoice and order as Different transactions and therefore reducing the Quantity Available twice. once at importing sales order and second time while importing invoice.

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  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on at
    RE: Importing invoices using Integration Manager not allowing to relate them to order(ORIGNUMB and MSTRNUM).

    If you need to automate this process in the future, you need to look at eConnect or Scribe Insight, either of which would enable full automation.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Importing invoices using Integration Manager not allowing to relate them to order(ORIGNUMB and MSTRNUM).

    Thank you guys for your quick responses. That helped very much. We will import the orders and will follow the sales cycle in GP itself.

    Thanks :))))

  • Verified answer
    Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at
    RE: Importing invoices using Integration Manager not allowing to relate them to order(ORIGNUMB and MSTRNUM).

    Nothing more valuable at all to add up. Though, I just want to shed a light upon one important aspect of integration manager which I commonly see among clients. The main purpose of Integration manager is to integrate "one time", what you are mentioning above is a sales cycle that could be started by integrating the orders from IM then move on with the proceeding sales cycle steps (fulfillment, transfer to invoice, back order ...etc)

    Let us know if you have any further concerns,

  • Verified answer
    Jonathan Fear Profile Picture
    Jonathan Fear on at
    RE: Importing invoices using Integration Manager not allowing to relate them to order(ORIGNUMB and MSTRNUM).

    Richard is correct IM is not designed to do this process. IM is only designed to get the data into GP and then it is up to you to do the rest.

  • Verified answer
    Richard Wheeler Profile Picture
    Richard Wheeler 75,730 on at
    RE: Importing invoices using Integration Manager not allowing to relate them to order(ORIGNUMB and MSTRNUM).

    Integration Manager is not going to allow this. Can you simply import the orders and then transfer them to invoices inside GP? By doing what you are trying, IM treats the order as one document and the corresponding invoice as another document and that is why you see the doubling of the inventory adjustments. The only option using IM would be to update your post script to reduce the stock quantities. I have never tried to do that using IM. I think a better solution would be to use IM to import the orders then write code that turns those orders into invoices based on your invoice table and there you could populate the ORIGNUMB and MSTRNUMB field based on what is found on the orders and not adjust stick quantities.

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