Mass creation of Sales Orders from excel file

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Posted on by Wilsonbm13

I have a customer that places weekly orders that are shipped to over 100 different stores, and for the last few months I've been creating the SOs by hand. Over the holidays it bumped up to 300 orders and something's gotta give. Is there a way to import these orders so that it references the provided PO and creates a separate SO for each individual store? Any help would be appreciated!

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Inge M. Bruvik 1,035 Moderator on at

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RE: Mass creation of Sales Orders from excel file

I think you have to keep on updating the last no. used manually. Because in order for you to import orders through rapid start you have to have the order no. assigned before the import.

If you customized and import the order no. for the imported orders could be picked from the no. series.

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Wilsonbm13 5 on at

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RE: Mass creation of Sales Orders from excel file

This worked exactly as I was hoping it would! The only problem is that SOs entered after using rapid start we're attempting to overwrite the SOs created, and I had to go into Sales & Receivables setup to manually change the "last used" SO number. Is there a way to set this up so that updates automatically? It's a simple enough thing to correct, but if there's a simple way to fix it, that'd be amazing.

Thank you!

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YUN ZHU 90,276 Super User 2025 Season 2 on at

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RE: Mass creation of Sales Orders from excel file

Hi, If the order line is fixed every time, you can choose to use the following function.

https://learn.microsoft.com/en-us/dynamics-nav-app/sales-how-work-standard-lines

Using Configuration Package is a good choice, but it should be noted that Header and Line are two tables.

https://yzhums.com/4286/

Or, you can use Excel Buffer to create a import tool, but that requires customization.

https://yzhums.com/4223/

Hope this helps.

Thanks.

ZHU

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Nitin Verma 21,613 Moderator on at

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RE: Mass creation of Sales Orders from excel file

Hi,

You can use configuration package to import Sales Header and Sales Line data. see the below link

www.youtube.com/watch

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