Skip to main content

Notifications

Announcements

Announcing new navigation menus and the Engage with the Community forum!
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Export / Import free t...
Finance | Project Operations, Human Resources, ...
Suggested answer

Export / Import free text invoices with data Management

(0) ShareShare
ReportReport
Posted on by Azize Reghioui 115

Hello,

I exported the entity Customer free text invoices with data management.

pastedimage1648206409418v1.png

I was able to import the customer free text invoices without any error.

Is there a way to have the Sales Tax Group - Financial dimensions - Terms of payment  (Which are on the Customer card) directly populated in D365.

Example:

In the Excel to import, I will enter the Customer account, GL account, Qty and Amount.

The Sales Tax Group should be populated directly based on the Customer account. 

pastedimage1648206919871v2.png

Thanks in advance for your help.

  • Azize Reghioui Profile Picture
    Azize Reghioui 115 on at
    RE: Export / Import free text invoices with data Management

    Hello Alireza,

    I have deleted the columns:  SALESTAXGROUP and ITEMSALESTAXGROUP from my Excel File.

    I got the following error:

    pastedimage1648456939232v1.png

    Should I modify "Map staging to Target"?

    pastedimage1648457010563v2.png

    Thank for your help.

    Regards,

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 13,685 Super User 2025 Season 1 on at
    RE: Export / Import free text invoices with data Management

    Hi Azize,

    Please delete field for SALESTAXGROUP and SALESTAXITEMGROUP from your source Excel file while you import free text in invoices via data management.

    Then this two field will be populated via vales on customer card/master.

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

News and Announcements

Announcing new navigation menus and the Engage with the Community forum!

Quick Links

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Adis Hodzic – Community Spotlight

We are honored to recognize Adis Hodzic as our May 2025 Community…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 501 Most Valuable Professional

#2
Saalim Ansari Profile Picture

Saalim Ansari 313

#3
Abhilash Warrier Profile Picture

Abhilash Warrier 310

Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans