Import Sales Order from Another App / mobile app / website app / SQL server / Excel

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Posted on by Suvarna

Hello,

Sales order are there in another mobile app or website app or may be data in SQL server or Excel. I want to import that sales orders in D365 Business Central. Sales Orders serial no should be autogenerated after importing sales orders. How to do it?

Please help...

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Dynamics 365 Business Central

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Nitin Verma 21,708 Moderator on at

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Hi Suvarna .

There are multiple ways to get the sales data into BC.

1. Create configuration package for Table 36 and 37, Sales Header and Sales Line as well as per the data in other apps.

2. Consume the APIs of third party software into BC.

3. Import other software sales data as per the BC table format in CSV through XMLport.

4. Use Excel buffer Table in BC to import the data.

https://yzhums.com/4223/

docs.microsoft.com/.../across-import-data-configuration-packages

www.youtube.com/watch

www.encorebusiness.com/.../

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Suvarna on at

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Hi,

Thanks for your reply. I have created config package and tried. After importing records (Sales Header and Sales Lines) from excel, Sales order no should get generated automatically as per system number serial / series no which we do set up in parameters.

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Nitin Verma 21,708 Moderator on at

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Ok, in that case please follow below steps.

1. Go to the sales & receivables setups > Numbering Series Tab

2, Lookup on Order Nos. field

3. On Open page after lookup, make Boolean fields true as per the below image. and then try to import the config. package.

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Suvarna on at

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Thanks for reply ! I will try it first and them reply u back.

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Suvarna on at

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Hi ,

while importing excel now I will keep No field blank in both the sheets i.e. Sales Header and Lines. Am I following correct path?

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Nitin Verma 21,708 Moderator on at

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You can not keep them as blank, other wise your sales line will have not any ref. of Sales Header, so in that case please take the Last No. from the No series and put them running in No. field of sales Header and document No. in Sales Line.

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Suvarna on at

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Hi,

Yes I have done above settings and correction in excel. It's giving me error - You may not enter numbers manually. If you want to enter numbers manually, please activate Manual Nos. in No. Series S-ORD.

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Nitin Verma 21,708 Moderator on at

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Ok then please go back and check my steps I asked to make both Boolean fields to be true please do that and try again

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Suvarna on at

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Hi,

If I am importing data with single line then it's working fine. But for multiple records it not importing correctly. My scenario is Import multiple sales orders from single excel sheet. I think still Sales order no is not auto generating. It's overriding on previous order no. I am mentioning full steps for your reference, please check whether I am following correct way?

1) Set up -> Sales & Receivable setup -> Number series -> Order No.s -> S-Ord = Defualt Nos. check box is ticked on, Manual Nos. is ticked on

2) Configuration Packages -> create new package with table no 36 and 37. Message confirmation asks me "Some fields have two or more related tables.

Do you want to check them?" -> clicked on Yes button

3) Edit - Config. Package Fields screen opens -> by default settings are there, I am not touching it. Just clicked on Close button

4) Select both the tables. Clicked on Excel menu options -> Export to Excel.

5) On the same exported excel previous records deleted and added new records.

6) As per your guidance, checked last order no and copied that no and pasted in excel sheet. Sales Header sheet No. column. Sales Line sheet Document no.

7) Same Configuration Package, select both the tables, menu Excel -> Import from Excel -> select both the tables, clicked on Import on above screen.

8) Message box asks me to update related records in related tables. Clicked Ok. (multiple times).

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Marco Mels on at

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Hello,

I ran the scenario using Edit in Excel and it works fine as this is probalby the easiest way to do it. If you want to manually add the numbers, you need these two options to be added / enabled in Nr. Series in BC:

E.g. I ran Edit in Excel for Sales Orders:

After publish via Edit in Excel:

You can also manually add the number e.g. 101014 in the Excel Sheet. Let us know if this works for you.

Thank you.

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