Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Microsoft Dynamics RMS (Archived)

Is there or can there be an import function to generate purchase orders for existing items in database

(1) ShareShare
ReportReport
Posted on by

For the times that purchase orders must be created manually for every entry on the purchase order, there should be an import document function using an excel format. The items would have to already exist in the database, and could be put into a .xsl file in a particular format for an "import" to populate a purchase order. Often times purchase orders cannot be generated strictly with the parameters RMS allows, and the purchase order is done from blank. When these orders are over 400 line items, this is quite tedious. Every vendor has some type of file in reference to an order or invoice. Anyone knowing how to use excel could manipulate what a supplier's file type is, to any applicable excel format that would work to "create a purchase order" > Generate from file > Select file

*This post is locked for comments

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

🌸 Community Spring Festival 2025 Challenge 🌸

WIN Power Platform Community Conference 2025 tickets!

Jonas ”Jones” Melgaard – Community Spotlight

We are honored to recognize Jonas "Jones" Melgaard as our April 2025…

Kudos to the March Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 294,217 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 232,978 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,158 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans