Creating a Sales Order With Data Management

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Posted on by Jsabanovski

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Is it possible to upload a sales order (header and lines) using data management? If so, which entity do I use in data management?

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Deepak Agarwal 8,602 on at

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Have a look at composite entity SalesOrderV3Entity

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Alireza Eshaghzadeh 14,686 Super User 2025 Season 2 on at

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Hi Jet S,

Yes, It is possible. You can use following entities:

In order to test you can export the entities in Excel and then fill out the excel file with one record and import in D365FO.

Please try and give us a feedback if you need assistance.

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Jsabanovski 308 on at

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I am having trouble validating, this is the message I am getting:

Results. update not allowed for field 'Line creation sequence number(LineCreationSequenceNumber)'

Results. update not allowed for field 'Line number(LineNumber)'

Results. Validations failed

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BillurSamdancioglu 19,856 Most Valuable Professional on at

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Can you please check the file for the line number. For same sales order header line should have different numbers.

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Prem Kumar Bachu 3,418 on at

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Hi,

Make sure header entity in sequence 1 and line entity sequence 2 in import project.

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Jsabanovski 308 on at

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I have done that but it looks like it does not like my LOT ID# (which the system usually automates when adding a line), and my line number sequences are from 1 to 7 as others sales orders are:

Results. Field 'Lot ID' does not allow editing.

Results. Invalid specification of Lot ID

Results. Number sequence Inve_122 does not allow change to a lower number.

Results. Validations failed

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Komi Siabi 13,109 Most Valuable Professional on at

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Hi Jsabanovski ,

Could leave the LOTID field empty and retry?

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Jsabanovski 308 on at

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Hi Komi Siabi

I did that and the file import completely fails.

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Komi Siabi 13,109 Most Valuable Professional on at

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Haha,

Sorry about that, Could check the staging data and get the error please?

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Ankit Life 681 on at

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Hi Jet S,

First you upload sales order headers file. Then pasted these sales order number in sales order line file and upload it.

In your Test/UAT environment, create a manual sales order entry with line and check if you are able to confirm the sales order. If any issue then resolve that issue first. Now Which ever information you entered in sales order line doing manual entry, same enter in sales order line file and upload it.

You might need to set some fields as Auto generated and Auto default default in mapping while importing the file. Inventory Lot Id mark is as auto generated.

Regards,

Ankit Arora

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