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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Accounts Receivable Ma...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Accounts Receivable Mass Upload to Create Sales Orders

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Posted on by Sidny 5

Hello, 

With 365 F&O, is anyone currently using a table to do mass imports of information to generate multiple sales orders (or FTIs) simultaneously in the Accounts Receivable module?  If so can you provide any information on how you created this/what channels you're using for the import?  Additionally, I would love to hear any challenges you've faced in implementing this or recommendations you may have. 

Thanks so much for you time!

Sidny

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  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 15,039 Moderator on at

    Hi,

    As per my past experience this can be done suing out of the box data entities available in data management to create sales order and FTI.

    Once data is imparted header and lines both then use batch process to post invoice or process to next stage.

    This can be done manually using excel but i think to automate / integration it will work in similar way how we do any other data integration.

    But lets wait for someone to provide technical details.

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