Finance | Project Operations, Human Resources, ...

1 Free Text Invoice > Importing 100+ Invoice lines

(1) Share

Report

Posted on by SV-18061727-0

678

Hello Experts,

We want to create 1 Free Text Invoice with 100 Invoice lines each for 50 different customers. So 50 different invoices and each Invoice having 100 Invoice lines

Instead of manually creating a Free Text Invoice and adding the 100+ Invoice lines, is it possible to create 50 invoices with 100 invoice lines each using the import process (DMF > Import process)

1. Customer A - 1 Free Text Invoice with 100 Invoice lines

2. Customer B - 1 Free Text Invoice with 100 Invoice lines

3. Customer C - 1 Free Text Invoice with 100 Invoice lines and so on

So basically create an Excel with all of this data and then do an import at once

Thank you in advance

Categories:

Dynamics 365 Finance

I have the same question (0)

All responses (4)

Answers (0)

LoraHug 4 on at

Like (0)

Report
Copy link

Link copied!

Yes, use DMF. Create headers (1 per customer) and lines (100 per invoice), link them by invoice number, import headers first, then lines.

Was this reply helpful? Yes No
Suggested answer

Giorgio Bonacorsi 2,071 on at

Like (2)

Report
Copy link

Link copied!

Hello,

You can use on the Data management the data entity "Customer free text invoice".

It's designed to import free text invoice from excel. Remember to set the as auto-generated:

Thank you,

Giorgio

Was this reply helpful? Yes No
Suggested answer

André Arnaud de Cal... 303,724 Super User 2026 Season 1 on at

Like (1)

Report
Copy link

Link copied!

Hi,

As mentioned by Giorgio, you can use the data entity Customer free text invoice. However, in the source file, set the field FREETEXTNUMBER yourself. There is no number sequence linked to the FREETEXTNUMBER as this is an unbound field in the data entity, used for grouping lines only. It should have the same value for the lines per customer. You can e.g. fill it with the customer account ID for the grouping.

Was this reply helpful? Yes No
SV-18061727-0 678 on at

Like (0)

Report
Copy link

Link copied!

Thank you experts, I will test and update

Was this reply helpful? Yes No