Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics NAV forum
Answered

Mass creation of Sales Orders from excel file

Posted on by 5

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!

Categories:
  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,744 Moderator on at
    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.

  • Wilsonbm13 Profile Picture
    Wilsonbm13 5 on at
    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!

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 69,760 Super User 2024 Season 2 on at
    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

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,023 Moderator on at
    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,537 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,520 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans