Import Sales Orders History

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Posted on by Community Member

Hi,

I'm struggling with importing / creating Sales Orders which I need be historic. I've tried DMF CSV Import and ODATA approaches but errors keep showing up because the requested shipping date is in the past. What is the standard approach for importing historical (say last 3 years) Sales Orders ?

Thnka,s

SJM

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Rahul Mohta 21,032 on at

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importing delivery date in past for open SO could be avoided and could use atleast today's date

sharing a blog for SO import, hope the suggestions helped

https://community.dynamics.com/ax/b/happyd365fo/posts/sales-order-import-in-microsoft-dynamics-365-finance-and-operations

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murtuzahasmi 55 on at

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Have you tried just going to the All Sales Order , main form and adding required columns to the form, and simply download the Non cancelled Orders to Excel?

You can later sort them in excel as per your wish.

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Faisal Fareed 10,796 User Group Leader on at

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Hi Cubbly,

Do you need to have shipping date imported? What are planning to do with these imported sales orders?

I used the custom import process as I needed to format data (financial dimensions etc).

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Rahul Mohta 21,032 on at

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pls suggest if our responses helped and if you still have query

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Community Member on at

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Hi, Thanks for the the reply. I need to generate historical sales demand for an entity to test out demand forecast features, so I need a historical set of sales orders. C

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Faisal Fareed 10,796 User Group Leader on at

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OK, did you try the option Rahul suggested?

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Rahul Mohta 21,032 on at

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for importing historical sales use data entity Historical external demand

date should be date of sales transactions happened

sharing my blog

community.dynamics.com/.../import-of-historical-demand-for-aml-azure-machine-learning-based-demand-forecasting-in-microsoft-dynamics-365-finance-and-operations

pls suggest if our responses helped

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Community Member on at

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That will work - thanks. However, to clarify - D365 organizations are unable to import historical sales orders ? Why is that not a major gap ?

Thanks again, SM

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