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Bulk update A/R invoices due date

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Posted on by vini_a

HI all,

we need to bulk update duedate on A/R open invoices using Data migration tool. Need to know if this is possible and if so how.

Thanks in advance.

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vini_a 50 on at

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RE: Bulk update A/R invoices due date

HI Sourav,

looks like Data migration tool might not work in our scenerio. when i tried from X++ code for updating dued ate on single invoice i end up updating 2 tables (custTransOpen and ProjInvoiceJour).

thanks for help
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SouravDam 11,723 on at

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RE: Bulk update A/R invoices due date

Hello vini_a,

Is this sorted out now?

Appreciate if you kindly provide an update.

Best regards,
Sourav Dam

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SouravDam 11,723 on at

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RE: Bulk update A/R invoices due date

Hello vini_a,

You can use the Invoice field to update the invoice number in general journal form.

You will find this "Invoice" in General journal data entity as shown below.

Best regards,
Sourav Dam

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vini_a 50 on at

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RE: Bulk update A/R invoices due date

i tried using General Journal entity so i see some data when exported with JB number. but i don't see invoices number i am looking for. question For PROJECT invoices do we need to use different entity ?
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SouravDam 11,723 on at

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RE: Bulk update A/R invoices due date

Hello vini_a,

I am thinking another option to update this open AR invoices in system with "Due date".

In Data management; you will get another entity named General journal which you can try too. You will get "Due date" there. Here you can maintain the journal batch number also.

Just follow the same steps as mentioned in my 1st post. Export the template from this entity; fit your data and then import it back using same entity.

Can you please try with this and let us know?

Best regards,
Sourav Dam

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vini_a 50 on at

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RE: Bulk update A/R invoices due date

HI Sourav,

thank you for your help. I am trying update the existing invoice in our system. So where can i find the Journal batch number for that particular invoice in D365 FO system?

Thanks
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SouravDam 11,723 on at

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RE: Bulk update A/R invoices due date

Hello vini_a,

Yes journal batch number and currency are mandatory fields as you can see marked below.

Please try again and update the Forum.

Else; let me know if it is possible to share the excel file here so that I can check if can be able to upload in my system.

It will help me to figure out the root cause and solution too.

Will be waiting to hear from you on this.

Best regards,
Sourav Dam

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vini_a 50 on at

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RE: Bulk update A/R invoices due date

HI Sourav,

file looks fine . question is do we need to provide the Journalbatchnumber in import file ?
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SouravDam 11,723 on at

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RE: Bulk update A/R invoices due date

Hello vini_a,

Can you share any other error screenshot which can show the error column as asked before?

Is there anything wrong in your excel sheet which you try to import? Have you changed any header in that excel or set any field or column in that excel like any custom type?

If yes; then system will not allow you to import.

Best regards,
Sourav Dam

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vini_a 50 on at

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RE: Bulk update A/R invoices due date

i don't see anyerror in view staging data section.