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There are purchase invoices that out company needs to upload to BC and was wondering if there is a way to mass upload a list of purchase invoices without the need of a third party app or web service. I tried configuration packages but since I'm not privy to all the functionality of BC, I got lost and now I'm here. Thanks.
Hi FJR, I was about to suggest configuration packages as that's the only available OOTB method of uploading data via excel. I agree it requires a bit of BC know-how. However if you play around with it you'll get an idea or two on how to import/export an excel file. When it comes to filling data in the configuration package, you can follow some suggestions:
1. Create a new configuration package. Mention a code and description. Make sure to turn on the toggle "exclude config tables". In the lines select two tables Number 38 & 39. If there is a prompt asking for you to check related table, say NO
2. For table 38, on the lines section itself, click button Table> Fields. Here you need to only select the following fields: Document Type, Document No, Buy-From Vendor No, Pay-To vendor number, External Document No/Your Reference, Posting Date, Due Date
3. For table 39, follow the same way to select fields: Document Type, Document No, Line No, Type, No, Qty, Unit Cost
4. Export this into an excel. Do not change any formatting of the excel, not even formula application. Now remember that the header is connected with the lines via Document Type & Document No. Your document type in all the lines, in all the tables will be "Invoice", however your Document No will change depending upon how many Invoices you have. For table 39 your line number should increment by 10000 per document number
5. For type you can insert Item or G/L Account. Depending on the type, you'll insert value for "No" column. If you are using Type = Item, the number value should correspond to an item code in BC
6. Fill Qty and Unit cost
7. Import the excel, apply data. Solve any errors if need be or post them in the forum for assistance. Prefer different threads for different errors
Use this link for guide to use configuration packages: businesscentralgeek.com/definitive-guide-to-configuration-packages-in-business-central
It may be overwhelming to follow so many steps, when you're new. I suggest try a line or two in TEST DB, before going all in
However I suggest talking to your partner/CSP who implemented the BC solution for you, they can:
1. Either develop a custom solution so that you yourself can bulk upload purchase invoices
2. Give them the necessary data and ask them to use configuration packages to upload the data
Giving it to your partner may only help you reduce your work, moreover it will help you avoid any major data import related issues. It may so happen that the 200 invoices you imported, cannot be posted due to a minor error in the table, maybe because of a setup or something else. It is a common occurrence of this happening.
what about using the requisition worksheet? Each line represents a header and line split by due date/location/supplier. You can add to the sheet on mass by adding an example line in and then copying the row into Excel. Populate the excel with all your data and then paste back into BC - ensure you have the columns exactly the same for this to work, but skip the column headers for pasting.
"Carry Out Action Message" will then generate PO's which you can then invoice from
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