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

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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.

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Layan Jwei 8,097 Super User 2025 Season 2 on at

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Hi Karthik,

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

Thanks,
Layan Jweihan

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Suggested answer

Ramit Paul 22,797 Most Valuable Professional on at

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Hi,

You can use Vendor invoice Journal Header and Lines Data entity. "Project" in ACCOUNTTYPE field, the category associated with the project would default.

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Hana Xue Microsoft Employee on at

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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

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Verified answer

Alireza Eshaghzadeh 14,672 Super User 2025 Season 2 on at

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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].

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Community member 2 on at

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Hi Karthik,

Even have got stuck at the same requirement, did you manage to resolve this issue? if yes please share the details.

Thanks.

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