Importing Invoice Data

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My company is trying to switch over to dynamics 365: finance and operations, business edition from Peachtree. I am struggling to find a way to import both historical A/R and current invoice data. We use a separate Warehouse Management System to compile and send invoices, but after that we need a way to import the invoice data from that WMS into Dynamics for accounting purposes. Considering Dynamics and Excel are both Microsoft products, this should be simple. I can import information from the templates available in Dynamics (Customer/Vendor/Item/GL), but not invoice. Has anyone else ran into this issue? Thanks!

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Data Migrations

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Rahul Mohta 21,026 on at

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RE: Importing Invoice Data

in the import project, click on view map and then choose the field for invoice number and on the corresponding link select auto generate
Neil MacLean 5 on at

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RE: Importing Invoice Data

Hello Jennifer,

Is there anyway when importing the invoice for it to automatically use established number series series?

Thanks
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Mustufa Shehreyar 1,070 on at

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RE: Importing Invoice Data

Drew, In addition to what Jennifer said you can also use the Microsoft Excel Add-in for Dynamics 365. On a couple of occasions I found the Rapidstart tool did not have all the fields I was intending to use, the workaround I found was the Excel Add-in.
Jennifer Ranz on at

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RE: Importing Invoice Data

Drew,

We have a tool within Dynamics 365 for Finance and Operations Business edition called rapid start that will allow you to bring invoices into the system. You would need to bring them into the system as an unposted invoice an then you can post them so they would show up under your customer's account. You can do this a couple of different ways, if you want to see inventory items on the invoices within Dynamics 365 then you can use the Sales Header and Sales Line tables. If you aren't concerned about bringing across the details (items) on the sales invoice they you can bring the transactions across using the Gen Journal Line table to bring the invoice into the system with a total amount. This will allow you to bring in transactions for customers that are outstanding.

Rapid start can be found by searching for configuration package within the search icon.

Thanks

Jennifer