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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Import of PO lines V2 ...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Import of PO lines V2 and PO headers V2 using DMF

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Posted on by Alfi_al 10

Hi all, Im looking for you advice.

Im using excel files PO Header V2 & PO Lines V2 via DMF to create and update PO.

They have a quite huge structure to fill down im trying to understand which fields are necessary to use for correct import. You can see the structure of both files below.

I suppose that Yellow rows is necessary to use, gray - im not sure, light grey- not necessary. PLS correct me if am I wrong. 

P.S. dont pay attention on the value its just an example. 

PO Header V2 Structure

Column name Value
PURCHASEORDERNUMBER PO0000153
ACCOUNTINGDATE 28/09/2021 00:00
AREPRICESINCLUDINGSALESTAX No
BANKDOCUMENTTYPE None
CASHDISCOUNTPERCENTAGE .000000
CONFIRMEDDELIVERYDATE 1900-01-01 00:00:00
CURRENCYCODE GBP
DEFAULTRECEIVINGSITEID RER
DEFAULTRECEIVINGWAREHOUSEID HP
DELIVERYADDRESSCITY Hucknall
DELIVERYADDRESSCOUNTRYREGIONID GBR
DELIVERYADDRESSCOUNTRYREGIONISOCODE GB
DELIVERYADDRESSDESCRIPTION RM Resources
DELIVERYADDRESSLATITUDE .0000000000
DELIVERYADDRESSLOCATIONID 000014597
DELIVERYADDRESSLONGITUDE .0000000000
DELIVERYADDRESSNAME Resources
DELIVERYADDRESSSTREET "Building 1 Business Park"
DELIVERYADDRESSZIPCODE NG15 6XJ
DELIVERYTERMSID DDP
DOCUMENTAPPROVALSTATUS Confirmed
EMAIL
EUSALESLISTCODE IncludeNot
EXPECTEDCROSSDOCKINGDATE 1900-01-01 00:00:00
EXPECTEDSTOREAVAILABLESALESDATE 1900-01-01 00:00:00
EXPECTEDSTORERECEIPTDATE 1900-01-01 00:00:00
FIXEDDUEDATE 1900-01-01 00:00:00
FORMATTEDDELIVERYADDRESS United Kingdom
INVOICEVENDORACCOUNTNUMBER V100002
ISCHANGEMANAGEMENTACTIVE No
ISDELIVEREDDIRECTLY No
ISDELIVERYADDRESSORDERSPECIFIC No
ISDELIVERYADDRESSPRIVATE No
ISONETIMEVENDOR No
LANGUAGEID en-GB
ORDERVENDORACCOUNTNUMBER V100002
PAYMENTTERMSNAME 60_DOI
PURCHASEORDERHEADERCREATIONMETHOD Purchase
PURCHASEORDERNAME LTD
PURCHASEORDERSTATUS Backorder
PWCHRRELATED No
REQUESTEDDELIVERYDATE 2021-09-28 00:00:00
SALESTAXGROUPCODE SUPP_DOM
TOTALDISCOUNTPERCENTAGE .000000
TRANSPORTATIONDOCUMENTLINEID {00000000-0000-0000-0000-000000000000}
VENDORPAYMENTMETHODNAME BACS
VENDORPOSTINGPROFILEID Default
VENDORTRANSACTIONSETTLEMENTTYPE None

PO Lines V2 Structure

Column name Value
PURCHASEORDERNUMBER PO0000153
LINENUMBER 1
ALLOWEDOVERDELIVERYPERCENTAGE 2.000000
ALLOWEDUNDERDELIVERYPERCENTAGE .000000
BUDGETRESERVATIONLINENUMBER 0
CALCULATELINEAMOUNT Yes
CONFIRMEDDELIVERYDATE 1900-01-01 00:00:00
CONFIRMEDSHIPPINGDATE 1900-01-01 00:00:00
DELIVERYADDRESSCITY Hucknall
DELIVERYADDRESSCOUNTRYREGIONID GBR
DELIVERYADDRESSCOUNTRYREGIONISOCODE GB
DELIVERYADDRESSDESCRIPTION RM Resources
DELIVERYADDRESSLATITUDE .0000000000
DELIVERYADDRESSLOCATIONID 000014597
DELIVERYADDRESSLONGITUDE .0000000000
DELIVERYADDRESSNAME Resources
DELIVERYADDRESSSTREET Business Park
DELIVERYADDRESSZIPCODE NG15 6XJ
FIXEDASSETTRANSACTIONTYPE Acquisition
FIXEDPRICECHARGES .000000
FORMATTEDDELVERYADDRESS NG15 6XJ
INVENTORYLOTID LOT009222
ISADDEDBYCHANNEL No
ISDELIVERYADDRESSORDERSPECIFIC No
ISDELIVERYADDRESSPRIVATE No
ISINTRASTATTRIANGULARDEAL No
ISLINESTOPPED No
ISNEWFIXEDASSET No
ISPARTIALDELIVERYPREVENTED No
ISPROJECTPAYWHENPAID No
ITEMNUMBER 036898
LINEAMOUNT 9.660000
LINEDESCRIPTION Pro First Infant Milk From Birth
LINEDISCOUNTAMOUNT .000000
LINEDISCOUNTPERCENTAGE .000000
MULTILINEDISCOUNTAMOUNT .000000
MULTILINEDISCOUNTPERCENTAGE .000000
ORDEREDCATCHWEIGHTQUANTITY .000000
ORDEREDINVENTORYSTATUSID Available
ORDEREDPURCHASEQUANTITY 1.000000
PLANNINGPRIORITY .00
PROJECTSALESPRICE .000000
PURCHASEORDERLINECREATIONMETHOD Purchase
PURCHASEORDERLINESTATUS Backorder
PURCHASEPRICE 9.660000
PURCHASEPRICEQUANTITY 1.000000000000
PURCHASEUNITSYMBOL EA
RECEIVINGSITEID RER
RECEIVINGWAREHOUSEID HP
RECEIVINGWAREHOUSELOCATIONID
REQUESTEDDELIVERYDATE 2021-09-28 00:00:00
REQUESTEDSHIPPINGDATE 1900-01-01 00:00:00
SALESTAXGROUPCODE SUPP_DOM
SALESTAXITEMGROUPCODE ZERO_ITEM
SKIPCREATEAUTOCHARGES Yes
UNITWEIGHT .000000000000
VENDORINVOICEMATCHINGPOLICY ThreeWayMatch
WILLPRODUCTRECEIVINGCROSSDOCKPRODUCTS No
WORKFLOWSTATE NotSubmitted

Any help will be useful for me thanks in advice. 

 regards, 

Anatolii. 

I have the same question (0)
  • Suggested answer
    MarkB45 Profile Picture
    MarkB45 755 on at

    Hi Anatolii,

    The easiest way I found to see which fields are required is to use the office add-in on the same entities and starting from there creating PO's & PO lines.

    The standard office templates usually have most of the required fields but in some cases you need to add more in such as default dimensions etc..

    Once you have your template configure using office add-in you can then map it to the full template for DMF upload.

    KR

    Mark

    Please mark my answer as verified if you found it helpful. This way the community can see there is a valid answer to the thread's topic

  • Alfi_al Profile Picture
    Alfi_al 10 on at

    Thanks for the fast reply, youre great! 

     I can only see the  fields  for PO lines. ( see scrs below), i've converted them to vertical view to make them easy to read. if am right to got it.  these fields are required to use to import, for PO lines V2?   How can i  find the same for PO header v2? 

     photo5395381649048465276.jpg

    photo5395381649048465275.jpg

  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

    Another way to determine the required fields is export existing records using the same Data entities.

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 14,679 Super User 2025 Season 2 on at

    Hi Anatolii Smirnov

    You can have mandatory fields in order to import data via DM.

    You can import "Purchase order headers V2" with just a value for "ORDERVENDORACCOUNTNUMBER" while it is better to add required information that you need to import (e.g. delivery date)

    pastedimage1633452331450v1.png

    pastedimage1633452354735v2.png

    When it applies to "PURCHASE ORDER LINES V2", you can try with following fields and if needed add other fields (e.g. SALESTAXITEMGROUPCODE)

    pastedimage1633452785835v3.png

    I hope it helps.

  • Alfi_al Profile Picture
    Alfi_al 10 on at

    Thanks a lot, I will try.  All of your answers has been very  helpful, I really appreciate it! Im beginner in D365 so im very interesting everything about d365 and how it works

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