Small and medium business | Business Central, N...

Import of Purchase invoice in Business Central

(0) Share

Report

Posted on by Inkey Solutions

2,116

Hi everyone,

One of our client want to import purchase invoices in business Central. Is there any way to implement a bunch of purchase invoices from last year into BC. OR what could be the fastest way to import the purchase invoices in the system. without booking them automatically into the merchandise stock? (Some are Software purchases, office supplies, assets, etc. ) Could anyone help us with this?

Thanks in Advance

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses (3)

Answers (0)

Sort by

Suggested answer

Community Member on at

Like (0)

Report
Copy link

Link copied!

Hello,

If I need to import Purchase Header/Line documents, I would use a Configuration Package against the Purchase Header and Purchase Line tables. I would add specific fields, minimally, that populate the Header and Lines. I would then give the customer the template to populate the Excel Tabs and then import. This will leave the Purchase Invoice open for there review and can correct any posting they want.

The above is an example.

Hope this helps.

Thanks,

Steve

Was this reply helpful? Yes No
Suggested answer

JAngle 157 on at

Like (0)

Report
Copy link

Link copied!

Another method could be to use the requisition worksheet. This way you only have to work with one table but create header and lines. Draw back being you will create purchase orders and then invoice from those to create an invoice. Grouping will take place if location, vendor and dates are the same. Requires less data validation which often trips people up with configuration packages

Was this reply helpful? Yes No
Suggested answer

Teddy Herryanto (Th... 14,306 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

If you just need the invoice for ledgers, you can record them using Purchase Journal.

If you need it as document, you can use Configuration Package to import the data into a Purchase document.

Was this reply helpful? Yes No