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Finance forum
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Importing Automatic Charges (Lines)

Posted on by 2,393

Is there an entity that i can use (even through excel import) to import automatic charges (lines)?

  • SU-22040800-0 Profile Picture
    SU-22040800-0 2,393 on at
    RE: Importing Automatic Charges (Lines)

    Thanks Qjan - I'm using "Automatic purchase document line charges"

    I checked the staging data, and it is blank ..

  • qianwang Profile Picture
    qianwang 7,151 on at
    RE: Importing Automatic Charges (Lines)

    Hi James,

    What data entity are you using? I open the excel you shared, however, it was found to be different from the entities "Automatic purchase document charges" and "Automatic purchase document line charges".

    Why is 0 pending when you import it? Can you open "view staging data" to check?

    168.png

    167.png

  • SU-22040800-0 Profile Picture
    SU-22040800-0 2,393 on at
    RE: Importing Automatic Charges (Lines)

    Thanks for the reply. This is the file that i attempt to import.. It is an export of a sample set, and then copy/paste

    [View:/cfs-file/__key/communityserver-discussions-components-files/765/Book1.xlsx]

    and this is the error i get when i try import it:

    pastedimage1593758216842v1.png

  • Suggested answer
    Christoph Thaler Profile Picture
    Christoph Thaler 5,442 on at
    RE: Importing Automatic Charges (Lines)

    Hi,

    what’s the error msg you are faced with? Please share some screenshots with the error.

  • SU-22040800-0 Profile Picture
    SU-22040800-0 2,393 on at
    RE: Importing Automatic Charges (Lines)

    Thanks for the reply Christoph.

    I have tried that already, but it is not working..

  • Suggested answer
    Christoph Thaler Profile Picture
    Christoph Thaler 5,442 on at
    RE: Importing Automatic Charges (Lines)

    Hi James Solomon

    I suggest to create one record in the form. Afterwards export the entity and download the excel / package. Open the file and add all records you need. Based on the already available line you are able to see what fields are needed/filled. After that you can upload and import the package again.

  • SU-22040800-0 Profile Picture
    SU-22040800-0 2,393 on at
    RE: Importing Automatic Charges (Lines)

    Hi Qjan

    I'm struggling to get anything imported. I'm not sure what i'm doing wrong.

    Do you have a sample import file that i can use?

  • SU-22040800-0 Profile Picture
    SU-22040800-0 2,393 on at
    RE: Importing Automatic Charges (Lines)

    Thanks Qjan

  • Verified answer
    qianwang Profile Picture
    qianwang 7,151 on at
    RE: Importing Automatic Charges (Lines)

    Hi James,

    There are some default data entities. Please check them.

    163.png

    Regards,

    QianQW

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Importing Automatic Charges (Lines)

    Hello James,

    For which element (purchase order, sales order, etc.) do you need to import those charges?

    Best regards,

    Ludwig

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