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Small and medium business | Business Central, N...
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Copy Purchase & Sales Invoices from another Comapny

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Posted on by 43

I was forced to delete the company and start from scratch due to error in posting. I need to copy few purchase invoices and sales invoices from my other company (sandbox) and wonder if I can and how

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    NAV_with_Narang Profile Picture
    NAV_with_Narang 2,236 Super User 2024 Season 1 on at
    RE: Copy Purchase & Sales Invoices from another Comapny

    Glad I could be of help! Do mark the "Did this answer your question" as YES, so that it can benefit other community members too.

  • WayToShop Profile Picture
    WayToShop 43 on at
    RE: Copy Purchase & Sales Invoices from another Comapny

    Thank you, I will surely share this with the consultant assisting me in the implementation process as I started re-entering yesterday after I gave up. Thank you and have a nice weekend

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    NAV_with_Narang Profile Picture
    NAV_with_Narang 2,236 Super User 2024 Season 1 on at
    RE: Copy Purchase & Sales Invoices from another Comapny

    What version of BC are you using? There is a feature released recently to copy data across companies

    I'd suggest to do the following if in case you do not have a latest version:

    1. Create a configuration package with tables Sales Header, Sales Line, Purchase Header, Purchase lines - selected in the lines section

    2. Since you won't be exporting all the records from these tables, I'd suggest place a filter on all the 4 tables (by selecting each line) on "Document Type" Invoice

    pastedimage1678523983660v1.png

    3. Export the excel, check the data. Delete lines which you do not want

    4. Create a similar package on your new company, Import excel & apply data from configuration package

    It is important to have the Financial setups in place in the new company if you successfully want to import your invoices. You also need the same set of customer/vendors created along with line items

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