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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

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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.

I have the same question (0)
  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 14,839 Super User 2026 Season 1 on at

    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.

  • Azize Reghioui Profile Picture
    Azize Reghioui 115 on at

    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,

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