Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Small and medium business | Business Central, N...
Answered

How to update a field in sales order with RapidStart?

(0) ShareShare
ReportReport
Posted on by 30

Hello guys,

I would like to update the field "Your reference" via RapidStart.

In the sales orders we have a value in there from time to time.

Now I have received an Excel file with the information for the field "Your reference".

Now I have exported all sales orders and only included the fields number and your reference.

In the Excel file, I have now changed the reference in the exported Excel list for the first three sales orders and uploaded them back into NAV.

However, when I transfer the file, I get errors as if I wanted to import all sales orders, but I only want to insert the new value, not the orders.

Does this work at all with RapidStart?



Thank you ;)

  • Maddin Profile Picture
    Maddin 30 on at
    RE: How to update a field in sales order with RapidStart?

    Thank you very much, it worked ;)

  • Verified answer
    RE: How to update a field in sales order with RapidStart?

    Hello, 

    You can try the following:

    1 - In Configuration Package Card add table 36 and then click No. of Available Fields.

    This will open a new page Config. Package Fields.

    Click Clear Included button (this will remove all the fields that are not Primary Key):

    pastedimage1661942928001v1.png

    After this, click Edit List, select the line for "Your Reference" and set Include Field to True:

    pastedimage1661943001070v2.png

    Close this page. 

    This will be the result:

    pastedimage1661943039327v3.png

    2 - In Config. Package Card lines click Export > Export to Excel

    The file exported should only have 3 columns and will include all the sales documents (orders, quotes, invoices and so on). So, in the excel file delete the lines that you don't want to import and leave only the document No. to which you want to update Your Reference and fill Your Reference - example:

    pastedimage1661943169675v4.png

    Save the file.

    3 - Go back to NAV and in Configuration Package Card click Import > Import from excel.

    After importing you can see how many records will be used to import:

    pastedimage1661943249032v5.png

    4 - Click Apply button.

    If everything is ok, you should get a message saying the records were modified:

    pastedimage1661943308788v6.png

    pastedimage1661943436355v7.png

    Hope this can help you.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,468 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,289 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans