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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Purchase Order Import ...
Supply chain | Supply Chain Management, Commerce
Suggested Answer

Purchase Order Import via Data Management

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Posted on by MeghanP

Hi All, 

I am trying to import the purchase order lines data entity via data management and I keep receiving the following error message:

Purchase-Order-Line-Import-Error.png

I am importing a purchase order line for an item number, so the error message seems invalid. 
I have also tried importing a file, specifying a procurement category but have had no luck. 

Any suggestions on how to solve this issue?

I have the same question (0)
  • Suggested answer
    Charlotte X Profile Picture
    Charlotte X on at
    RE: Purchase Order Import via Data Management

    Hi MeghanP,

    If you're specifying the purchase order number in your import, then you could try setting the "Purchase order" number sequence (Procurement and sourcing - Setup - Procurement and sourcing parameters) to manual (Number sequences -> General FastTab: set "Manual" to yes) prior to import the Purchase order headers.

    If this works, don't forget to set this back to "No" once you've finished migration.

    Or you can try to delete the line and system will automatically show the correct line.

  • MeghanP Profile Picture
    MeghanP on at
    RE: Purchase Order Import via Data Management

    Hi Charlotte X ,

    Thank you for the suggestion.

    However, I can successfully import purchase order headers (the system creates PO numbers for me which I then reference on the purchase order line import).

    I am struggling to the import the purchase order lines entity.

    I get the following error message:

    "Results. Item or category must be specified.

    Results. validateWrite failed on data source 'PurchLine (PurchLine)'"

    Any suggestions on how to import a purchase order line entity successfully?

  • Charlotte X Profile Picture
    Charlotte X on at
    RE: Purchase Order Import via Data Management

    I haven't encountered a similar error, is the method in this blog what you're looking for?

    Import Purchase order invoice lines [Product receipt] automatically using data entity in Microsoft dynamics 365 finance and operations – Explore Microsoft Dynamics 365 Finance and Operations Together (home.blog)

  • MeghanP Profile Picture
    MeghanP on at
    RE: Purchase Order Import via Data Management

    Charlotte X

    This seems to be for purchase order invoices - which unfortunately does not cover my importing issue.  

  • Charlotte X Profile Picture
    Charlotte X on at
    RE: Purchase Order Import via Data Management

    Sorry, I misunderstood.

    I found a thread that discussed this issue, please check purchase order header v2 and purchase order line v2 entity.

    Upload purchase Order using Data management - Dynamics 365 Finance Forum Community Forum

  • Nxhalshaikh Profile Picture
    Nxhalshaikh 94 on at
    RE: Purchase Order Import via Data Management

    Hi Meghan,

    Have you uploaded the correct data in the Procurement Category field?

    Thanks,

    Nehal Shaikh

  • MeghanP Profile Picture
    MeghanP on at
    RE: Purchase Order Import via Data Management

     Nxhalshaikh No, I did not populate anything in the procurement category column, as I am trying to import a purchase order line for a stock code/item number.

    If you think about manually creating a purchase order, you'd create purchase order lines for either procurement categories or item number(s). In this case, I am trying the latter.

  • Suggested answer
    Nxhalshaikh Profile Picture
    Nxhalshaikh 94 on at
    RE: Purchase Order Import via Data Management

    Purchase-Order-Lines-_2D00_-Item-Wise.xlsx

    Can you use this format to upload PO Lines with same entity - Purchase Order Lines

    Let me know if this works

    Thanks,

    Nehal Shaikh

  • MeghanP Profile Picture
    MeghanP on at
    RE: Purchase Order Import via Data Management

     Nxhalshaikh oh my gosh, it worked!

    From looking at the Excel, did you remove all "unnecessary" columns from the data entity - only keeping the minimum information?

    I need to extend the import to allow the unit price and create an import for when we do import non-stock purchase orders (procurement categories).

  • Nxhalshaikh Profile Picture
    Nxhalshaikh 94 on at
    RE: Purchase Order Import via Data Management

    Yes MeghanP

    whenever you are uploading just keep the required columns and it will work

    Do connect with on LinkedIn - www.linkedin.com/.../

    Thanks,

    Nehal Shaikh

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