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Importing Batch Sales Invoices

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Posted on by Andrew McCartney

Hi all,

I am currently trying to find ways of reducing the time it takes to raise and post sales invoices.

Could you tell me if it is possible to import a batch of sales invoices for different customers?

This would save a lot of time because many of the invoices that need to be raised are the same each month. It would only be the service period in the description that needed to be changed.

Many thanks

Andrew

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YUN ZHU 73,565 Super User 2024 Season 2 on at

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RE: Importing Batch Sales Invoices

Hi, just adding two more videos for Configuration Packages, hopefully this time gives you new tips.

https://www.inecta.com/import-data-with-rapid-start-in-microsoft-dynamics-nav

https://www.youtube.com/watch?v=XxK0SxE95_k

Hope this helps as well.

Thanks.

ZHU
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Inge M. Bruvik 32,748 Super User 2024 Season 1 on at

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RE: Importing Batch Sales Invoices

What kind of format do you have your sales order / invoice data in?

Personally i am not a big fan of using configuration packages for imports that re recurring.
Andrew McCartney 15 on at

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RE: Importing Batch Sales Invoices

Hi Zhu,

Unfortunately I am still struggling with getting this to do what I want.

Thanks

Andrew
Andrew McCartney 15 on at

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RE: Importing Batch Sales Invoices

Hi Steve,

I am still struggling with this. Do you do short sessions to go through this type of thing?

Thanks

Andrew
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Community Member Microsoft Employee on at

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RE: Importing Batch Sales Invoices

Andrew,

RapidStart uses an Excel import where you define the fields that you will populate and then Import and Apply. Do you follow?

Thanks,

Steve
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YUN ZHU 73,565 Super User 2024 Season 2 on at

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RE: Importing Batch Sales Invoices

Hi, There is no fixed template, you just need to select the fields you need.

More details: (Sorry only the BC version, basically the same usage.)

https://yzhums.com/4286/

https://yzhums.com/16530/

Hope this will help.

Thanks.

ZHU
Andrew McCartney 15 on at

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RE: Importing Batch Sales Invoices

Hi Steve,

Apologies for the very delayed response!

I am struggling to get the specific template for this that I can use to upload invoices.

Are you able to help with the specifics for using a template that will allow me to batch upload sales invoices, please?

Thanks

Andrew
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Community Member Microsoft Employee on at

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RE: Importing Batch Sales Invoices

Andrew,

Yes, its is easy to both learn and process. Attached is my How-To RapidStart NAV. Read it an you can play in the Cronus Company as this was the one I used to create the handout.

Hope this helps.

Thanks,

Steve

RapidStart-How_2D00_To-NAV.docx
Andrew McCartney 15 on at

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RE: Importing Batch Sales Invoices

Hi Steve,

Thank you for coming back to me.

I work in finance and am not technical when it comes to this side of things.

Is the RapidStart package that you referred to something that can be done by someone with little technical expertise?

Many thanks

Andrew
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Community Member Microsoft Employee on at

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RE: Importing Batch Sales Invoices

Andrew,

I have done this for several customer by creating a RapidStart package that includes the Sales Header and Sales Lines, for the Invoice. I only include those field required. Other fields that fill in when other fields are populated I exclude. To understand which fields you need I normally check those field I normally enter on the Page of a Sales Invoice.

Remember, to make sure on the Sales Line to marry the lines to the Header Document Type = Invoice and Document No.. Also, make sure for each Sales Line you enter a Line No. and start with 10000 and increment by 1 digit for each additional Sales Line. Note that on the Sales Header Document Type = Invoice and No. should be the next Sales Invoice No. in the Number Series.

Hope this helps.

Thanks,

Steve