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How to import the multiple Invoice from CRM to AX

Posted on by Microsoft Employee

Hi Experts,

How ca we import the multiple Invoices from CRM to AX.Could any one please tell me the procedure.

Thanks inadvance

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to import the multiple Invoice from CRM to AX

    Hi Ludwig,

    Could you please provide me any document to prepare the workflow templates for AX2012.

    Thanks in advance

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: How to import the multiple Invoice from CRM to AX

    Hi,

    If the invoices have already been posted then you basically need to bring in the 'open position' only.

    This can be realized by recording a customer invoice transaction in a GL journal as an example.

    To import your 100 invoices into the GL journal you can either make use of the excel addin or use the data migration framework.

    The following sites you you an idea how this can be achieved:

    cloudblogs.microsoft.com/.../

    ax2012exceldataimport.blogspot.com/.../dynamics-ax-2012-ledger.html

    Also have a look at the following MS docs site:

    docs.microsoft.com/.../using-the-microsoft-dynamics-ax-add-in-for-excel

    Best regards,

    ludwig

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to import the multiple Invoice from CRM to AX

    Hi Ludwig,

    Thank you for your quick reply. this is not regular basis and it is one time process.

    There is no count of Invoices, they may be more than 100.

    Could you please  let me know is there any way to import from CRM to AX.

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: How to import the multiple Invoice from CRM to AX

    Hi subashini,

    Do you need to import those invoices on a regular basis or is this a one time transfer?

    How many invoices do you want to import?

    Any other information would help.

    Many thanks,

    Ludwig

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