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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / What is the data entit...
Finance | Project Operations, Human Resources, ...
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What is the data entity to import "Invoice Journal" lines with project account type and category

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Posted on by Karthik Shriramneni 12
Hi All,
 
What is the data entity to import /Vendor Invoice Journal/ lines with project account type and category details using data management ?
 
I didn't found the project category feild in /Vendor invoice journal line/ entity.
  • Community member Profile Picture
    Community member 2 on at
    What is the data entity to import "Invoice Journal" lines with project account type and category
    Hi Karthik, 
     
    Even have got stuck at the same requirement, did you manage to resolve this issue? if yes please share the details. 
     
    Thanks. 
     
  • Verified answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 11,967 Super User 2024 Season 2 on at
    What is the data entity to import "Invoice Journal" lines with project account type and category
    Hi Karthik,
    You can utilize the standard entity "Vendor invoice journal line" specifically for exporting data from the vendor invoice journal. However, this entity lacks the necessary fields and mapping for project date, category, line property, etc.
    Alternatively, you might want to explore the use of the "Project expense journal header" and "Project expense journal lines" entities.
    Consider evaluating the use of the Excel Add-in on the general journal form: [Instructions or steps here].
  • Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    What is the data entity to import "Invoice Journal" lines with project account type and category
    Hi,
    Check for standard data entities related to invoices, such as "VendInvoiceJourVendInvoiceTrans" or other entities related to project transactions. View the available fields and their mappings.
    If the standard data entities do not contain the required fields, you may need to customize or extend them. Create data items, add required fields, and map them accordingly.
    VendInvoiceTrans in Transaction - Common Data Model - Common Data Model | Microsoft Learn
    Best Regards,
    Hana
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,300 Most Valuable Professional on at
    What is the data entity to import "Invoice Journal" lines with project account type and category
    Hi,
     
    You can use Vendor invoice Journal Header and Lines Data entity. "Project" in ACCOUNTTYPE field, the category associated with the project would default.
  • Layan Jwei Profile Picture
    Layan Jwei 7,339 Super User 2024 Season 2 on at
    What is the data entity to import "Invoice Journal" lines with project account type and category
    Hi Karthik,

    In which tables, do the following fields "project account type" and "category details" exist in?

    Thanks,
    Layan Jweihan

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