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Finance | Project Operations, Human Resources, ...
Suggested Answer

Sales order import

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Posted on by 124
  1. Can someone provide the best way to import sales order in dynamics 365 f&0 I believe I can use data management but not sure on how to set it up thanks 
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  • Suggested answer
    Sangram Shinde Profile Picture
    2,114 on at

    Hi,

    Data management is a reliable solution available in D365FO to import and export the data. If you need steps you can refer below link for more details-

    gfeaxblog.wordpress.com/.../

    You will get sales order header and line entities in entity list.

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Janie Ven,

    How many sales orders do you plan to import and how often (one-time or on a regular basis)?

    Where do you get the sales order data from (other ERP system, sales software, etc.)?

    Best regards,

    Ludwig

  • Jennifer Vallario Profile Picture
    124 on at

    hello-

    we are looking for a way in D365 F&O to input sales orders invoices  in an automated way? maybe by using excel imports or data management? Can you provide the best way to do this and set up?

    If we have  items set up for the invoice lines and those are linked to the general ledger dimensions Is there something available to import sales orders rather than free text invoices?  

  • A.Prasanna Profile Picture
    8,223 on at

    Like Ludwig mentioned, is this a one-off task or a Recurring one? , you can use DMF entities there are entities for Sales Order ( Header and Lines ).  can you explain bit more about what do you mean by "Automated Way"?

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