Importing purchase orders from excel into NAV 2015

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I know how to create configuration package card in Rapid start in NAV 2015, but I am not sure which table ID to use for purchase order import. As there are quiet a few tables related to purchase.

Also I would like to know table ID for purchase invoices too.

We have a separate system that creates all purchase orders, and then our bookkeeper manually enter them into NAV, Thus we would like to import them through Rapid start function.

Will highly appreciate your help.

I looking forward hearing from an expert soon.

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Alexander Ermakov 28,096 on at

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For unposted purchases, there is 38 (Purchase Header) and 39 (Purchase Line) for both orders and invoices. There is a Document Type field that defines the type of the document: Quote, Order, Invoice, Credit Memo, Blanket Order, Return or Order.

For posted purchase orders (which I do not think you would need for the import), there are 120 (Purch. Rcpt. Header) and 121 (Purch. Rcpt. Line) for posted orders and 122 (Purch. Inv. Header) and 123 (Purch. Inv. Line) for posted invoices.

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Thank you very much for your response. Just to clarify I need both lines, 38 for header selection and 39 for what to be added in purchase line?

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Amol Salvi 18,698 on at

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You need to import data in table no 38 and table no 39 to create purchase order

Once imported data you can post the Purchase order so the rest of table will get update automatically.

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Thanks a lot

One more thing, I am unable to view dimensions in either table 38 or 39. Reading it online, I understand I have to select dimensions from development environment, but not sure how do I access that? Any help will be much appreciated?

Thanks,

Hamid

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Alexander Ermakov 28,096 on at

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In the Purchase Header there are two fields for global dimensions - Shortcut Dimension 1 Code and Shortcut Dimension 2 Code. Also, there is a field Dimension Set ID, which represents the combination of all dimension values for your document. Read more here: msdn.microsoft.com/.../hh169155(v=nav.90).aspx

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Thanks Alexander,

Does it mean I need to tick Dimension set ID in header, and in excel file I need to add eight columns of dimension ID because we have got eight different dimensions.

Does the column heading should be Dimension set ID 1, Dimension set ID 2 etc?

Thanks,

Hamid

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Amol Salvi 18,698 on at

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Hi

Uploading dimension in NAV 2015 is bit tricky and it work on combination and dimension set id.

If you using XMLPORT to upload the data then based on combination of dimension you need to write a code to find dimension id and that need to import in tables to get correct dimensions

You can look at the DimensionManagement codeunit as it contain one function called GetDimensionSetID

If combination not there then it will create dimension set id based on new combnation

If you directly uploaded the dimension then it may create mess in dimension .You need take help of developer/partner for the same.

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Thanks everyone for your help.

Looks like most of things are in shape now after spending many hours. However I am still getting one main error on purchase line in configuration package that is " The field document no. of table purchase line contains a value that cannot be found in the related table" and other type of error is " The purchase header does not exist. Identification fields and values; Document type-Invoice, No."

Any help will be highly appreciated please

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Hi Guys, Any help with below question please?

Looks like most of things are in shape now after spending many hours. However I am still getting one main error on purchase line in configuration package that is " The field document no. of table purchase line contains a value that cannot be found in the related table" and other type of error is " The purchase header does not exist. Identification fields and values; Document type-Invoice, No."

Any help will be highly appreciated please

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Alexander Ermakov 28,096 on at

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To me it looks like you are trying to create a purchase line that has a reference to the purchase order header that does not exist (perhaps, yet). It might be because you are trying to import lines before the headers, or because there is some error in the data and in the line there is some document no. value that is not in the header (e.g., some unneeded space or linebreak in the document no. in your file).

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