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Hi All.. If we need to import several months of posted document transactions like Posted Sales Invoice, Posted Purchase Invoice which is the best method. Option A. Importing it as Sales Header and Line through Configuration package and posting it. Option B. Creating Sales Journal entries and posting it. If option B, then How to manage Header and lines referring to Customer, Inventory, Bank Entry postings.
Also receipts and payments applied to it in both option. Kindly suggest your preferred approach and proper steps involved.
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Hi,
This depends on if you want to post the documents into your General Ledger and Customer account.
If yes, then you can import as Sales Document/Purchase Document and post accordingly.
If you just want to have historic documents available, you can import directly into Posted Sales Invoice and Posted Purchase Invoice.
Just take care that the number of the documents remains unique.
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