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Hi Community,
May I ask is it possible to import Sales and Purchase transactions to a Navision companies, without keying one by one in Navision 2018?
Thank you
Look for Configuration Packages. These allow you to customize NAV tables on a mass scale.
Josh,
Sales Orders and Purchase Orders can be imported by creating a Configuration Package for the Header and Line tables, respectively. YOu then need to have all the required fields in the package and Import and Apply.
Thanks,
Steve
Hi, with standard feature, you can use configuration package to import Sales Header and Sales Line for sales process.
More details: https://docs.microsoft.com/en-us/dynamics365/business-central/admin-how-to-prepare-a-configuration-package
https://navhelp110.fenwickcloud.com.au/main.aspx?lang=en&content=tskCreateConfigurationPackage.htm
If you can customize it, you can try to use Excel Buffer or XmlPort to import Excel, CSV, or txt data.
Hope this will help.
Thanks.
ZHU
As everyone Suggesting Configuration Package is going to help but there would bunch of error if all fields that are needed are not successfully validated, so make sure all lookup table are successfully filled in and have the genuine values in it.
Use Configuration packages to import these transactions to General Journal and then post them from it
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