Credit invoice and credit invoicelines

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Posted on by JohnnyLM

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Hello BC Forum,

Recently I uploaded (test) data for a client to explore Business Central and the possibilities / capabillities for a possible change from their bookkeeping system to BC with all the data (postings and invoices).

I first uploaded 100 invoices and then via one invoice all the invoicelines of the 100 invoices with "edit in excel". Although in general I get a lot of error messages with this feature like "internal error" the data connector works most of the time (if you try multiple times).
Then I tried credit invoices in the same way. Unfortunately it seems not possible to upload the credit invoicelines the same way. I have to do this one by one. This causes a lot of work for a planned data transfer.

Is there a way to upload the credit invoicelines in bulk and if not: why is it possible for sales and purchase invoicelines and not for credit invoice lines?

Thanks for the reply.

Greetings,

John

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Dynamics 365 Business Central

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Johnny,

I use Copy/Paste heavily for Sales or Purchase Lines. You can take your Sales Line page, insert 1 line of data that matches what you require, then click, on the Line action bar, Page/Edit in Excel. Now in Excel make sure the columns are in the Order your page appears.

Sales Order:

Now Excel:

Now go back to Sales Order, with your Mouse

and Paste the rows highlighted from Excel, without header

Hope this helps. One last thing, the Copy Document function will help going forward to copy previously posted invoices or archived sales orders to duplicate. If you are trying to correct a previously posted invoice, yo can use the Correct function from the Posted Sales Invoice too.

Thanks,

Steve

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JAngle 133 on at

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Configuration packages offer another avenue if you don’t want to piece meal paste lines in which can be time consuming if you have more than one document. A guide on using them: docs.microsoft.com/.../admin-how-to-prepare-a-configuration-package

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JohnnyLM 187 on at

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Hello Steve,

Your suggestion works for sales or purchase invoicelines but there you also have the option "edit in excel" which works much better for me.

My question is not about sales or purchase invoicelines but credit memo lines. I have to import multiple lines for multiple credit memo's. If I try your suggestion there then I have one credit memo with all the lines of the other credit memo's in it too.

To create multiple credit memo's with "edit in excel" works fine. Then I have to fill these credit memo's with credit memo lines. Here I do not find the option "edit in excel" which means I have to fill the credit memo's one by one with their credit memo lines.

Greetings,

John

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John,

You are correct that Credit Memo does not have Edit in Excel. for credit memos Users rely on Correct, Copy Document or Copy/Paste to fill in the Credit Memo lines. If you are trying to create multiple Credit Memo seperately, you might consider a Configuration Package to populate the Header and Lines, with Document Type = Credit Memo. It might meet want you are looing for.

Thanks,

Steve

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