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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Config. Package Errors
Small and medium business | Business Central, N...
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Config. Package Errors

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Posted on by jaybeegee 193

Hi!

We created a config package to faciltate the creation of PO lines which sometimes run in the 100s of item lines.

We then created the PO and set the PO Name and Vendor Name in the PO Header which we used in the XL template. Finally we tried to to upload the PO lines via the configuration package but with no joy.

It seems that the type ITEM is not being set and if we change the type to G/L Entry we get the same error. Pretty sure that the products we are testing with exist.

Any ideas what we can check for?

thanks in advance

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I have the same question (0)
  • Suggested answer
    MahGah Profile Picture
    MahGah 15,529 on at

    Just a few questions 

    If I understood you correctly you create a PO first in BC, then download the Configuration Package for PO Line and then try to populate it , and upload it. 

    1) What is going to happen if you add only one line in PO then filter PO line configuration package for that PO then download, populate and upload back? 

    2) Just the curiosity question, why you do not use Edit in Excel in PO? 

    3) is these POs repeatable? I mean can you create recurring Purchase (like grocery list)  then populate the PO with it then Edit in Excel and change QTY or remove parts? 

    pastedimage1639694982984v1.png

  • jaybeegee Profile Picture
    jaybeegee 193 on at

    hello and thanks for your reponse.

    Re - 1 - my understanding is that you need to create the PO in BC before running the import configuration package - is this not correct? Will the configuration package create a new PO if the name does not exist?

    Re 2- fair point and we are still waiting on our sysadmin to have it setup as it is going through the approval process. Is my understanding correct that the O365Admin will need to do this and not from BC?

    Re-3 we do not have edit in xl :(

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 95,739 Super User 2025 Season 2 on at

    Hi, It looks like you did not select Type in the template.

    pastedimage1639698041093v1.png

    Depending on the Type, the tables associated with No. are also different.

    pastedimage1639698101949v2.png

    pastedimage1639698119163v3.png

    pastedimage1639698132135v4.png

    Hope this will help.

    Thanks.

    ZHU

  • jaybeegee Profile Picture
    jaybeegee 193 on at

    thank you for your prompt and exhaustive response.

    When we created the configuration file and added the two tables 38-PO Header and 39-PO Details we did not modify the fields to include and left them all in.

    It must be something else.

    pastedimage1639699096641v1.png

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,529 on at

    Hi

    Can you please compare your method with this guideline and see if they are similar and if you still receive the same error. 

    1) Create PO in BC

    2) Add one line to it. 

    3) Go to configuration package and only select table 39. You do not need table 38

    4) Make sure only include the fields I marked below and make sure Valid is on. 

    5) Then go to Table -> Filter and then select Field ID 3 and then for filter enter the PO number that you just created. 

    6) Download the Excel file. 

    7) Make sure to complete all included fields. Vendor should be the vendor that you added in PO. Please increase Line No by 10,000. (later you can try this without line no as well). 

    8) save and upload and apply the file. 

    Thanks 

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  • Suggested answer
    jaybeegee Profile Picture
    jaybeegee 193 on at

    Yes I followed your steps and it worked.

    Previously I would do validate and the errors would come up! If I do apply without the validate option it works.

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,529 on at

    Great. 

    I still think Edit in Excel is the better way to go. It is more accurate and easier for user. In addition, if this is a daily case in this company maybe developing XML Importer for PO can help. 

    If my answered help you please verify it to help others. 

  • jaybeegee Profile Picture
    jaybeegee 193 on at

    Yes I agree 100%!

    We are struggling to get it installed - I have seen the ms docs but we did not manage!

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,529 on at

    Are you on SaaS or on-prem? 

    For SaaS it is super simple just requires user permission:  https://cargas.com/blog/enable-or-disable-edit-in-excel-in-microsoft-dynamics-365-business-central/

    For on-prem more step requires  https://www.encorebusiness.com/blog/how-to-set-up-edit-in-excel-for-dynamics-365-business-central-saas/

    Thanks 

  • jaybeegee Profile Picture
    jaybeegee 193 on at

    thank you.

    we are on the saas version.

    I have followed the steps and left the company blank which I understand will extend across all companies but no luck.

    I have tried logging in and out.

    pastedimage1639778660425v1.png

    I noticed we have this too:

    pastedimage1639778811013v2.png

    No sign of the PAGE option - what are we missing?

    pastedimage1639778901398v3.png

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