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Finance | Project Operations, Human Resources, ...
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Sales order import through DMF in D365 fo

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Posted on by 96

I have created a composite data entity and added salesorderheaderv2entity and salesorderlinev2 as child of salesordreheaderV2entity.

while exporting it is working fine but while importing  getting error:

Results. The value 'SO000724' in field 'Sales order' is not found in the related table 'Sales order lines V2'.
Results. Validations failed

Here is the sample xml file:

<?xml version="1.0" encoding="utf-8"?><Document><SALESORDERHEADERV2ENTITY><SALESORDERNUMBER></SALESORDERNUMBER><CURRENCYCODE>USD</CURRENCYCODE><INVOICECUSTOMERACCOUNTNUMBER>C00475</INVOICECUSTOMERACCOUNTNUMBER><ORDERINGCUSTOMERACCOUNTNUMBER>C00476</ORDERINGCUSTOMERACCOUNTNUMBER><SALESORDERLINEV2ENTITY><INVENTORYLOTID></INVENTORYLOTID><ITEMNUMBER>ITM100006</ITEMNUMBER><LINEAMOUNT>100000.000000</LINEAMOUNT><SALESORDERNUMBER></SALESORDERNUMBER><SALESPRICE>10.000000</SALESPRICE><SALESPRICEQUANTITY>1.000000000000</SALESPRICEQUANTITY><SHIPPINGSITEID>002801</SHIPPINGSITEID></SALESORDERLINEV2ENTITY></SALESORDERHEADERV2ENTITY></Document>

and also i have marked salesordernumber to be autogenerated in salesorderheaderv2entity and inventorylotid as autogenerated in salesorderlinev2entity

  • Suggested answer
    Hana Xue Profile Picture
    Microsoft Employee on at

    Hi Megha,

    When you're about to test a DMF import in Dynamics 365 for Finance and Operations, it's usually beneficial to first export data based on the data entity. You can then use the file as a basis for the import.

    1.This article mentioned that you need to pay attention to the settings of data adjustment, SalesId, and LotId during the process of importing files.

    DMF import based on export data | Blog | Gangsta Software

    2.Maybe you can try to import sales header and lines separately to make sure if data is getting imported without error.

    3.In addition, the troubleshooting about the import process is mentioned in the screenshot, you can check it according to the description. Hope it will be helpful.

    Data management overview - Finance & Operations | Dynamics 365 | Microsoft Learn

    pastedimage1681442791606v1.png

    Best Regards,

    Hana

  • Suggested answer
    Mohit Rampal Profile Picture
    12,573 Moderator on at

    Hi, There is standard Sales orders composite V3 data entity. Any specific reason to create custom entity. Please check this article and see if it helps you

    mukesh-ax.blogspot.com/.../dynamics-365-operations-composite-data.html

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