Hello everyone,
I am currently working on a Data Migration project to Business Central. I need to import historical Sales Invoices that must update:
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G/L Accounts (Revenues)
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Customer Ledger Entries (Open balances)
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Job Ledger Entries (Specifically, the "Invoiced Sales Amount" field for project statistics).
I am struggling to find a direct method to populate the "Invoiced" statistics on the Job.
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General Journals: If I use a Journal (Account Type = Customer, Bal. Account = G/L), I can link the Job, but the entry results in a Usage or Billable transaction. It does not populate the "Invoiced Sales Amount" field in the Job Statistics (since there is no posted Invoice document).
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Sales Invoices (Page 43): I tried creating direct Sales Invoices. However, when I select Type = "G/L Account" (or "Resource") on the Invoice Line, the "Job No." field remains non-editable (greyed out).
Is the only supported way to achieve this by importing Job Planning Lines first and then running the "Create Sales Invoice" function?
Since I have a massive amount of historical data, I was looking for a way to either:
A) Enable the Job No. field on the Sales Invoice Line directly (standard config?).
B) Use a specific Journal setup that simulates an Invoice posting for Jobs.
Any advice on the best practice for migrating Job Sales History would be greatly appreciated.
My hope was to import the G/L Entries and then populate the Journal Entries in a separate way, not connected to the accounting data.
Thank you!
