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Finance | Project Operations, Human Resources, ...
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Import data sales line data from excel sheet and price and discount update from Trade and agreement journal

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Posted on by 3,056

Hi Experts,

I want to import Sales order lines from excel sheet. But as the data (Sales order lines)import from excel sheet, the Price and discount automatically updated from Trade and agreement journal form. Is is possiable  please support.

Dynamics 365 finance and operations

These fields are required in excel import.
1. Read one id removed from the sales import file. Not required.
2. Yellow is required.
3. Sales price come from the trade agreement journal.
Make sure when sales import upload sales price should come
from a trade agreement journal in the sales line.
4. Line discount if has in the trade agreement journal so it comes
automatically sales order line. Otherwise, the user adds manually in
the line discount field.5. Line percentage if has in the trade agreement
journal so it comes automatically sales order line. Otherwise, the user adds manually in the percentage field.
6. If a customer has multiple addresses when a user adds an address against multiple items
it should be updated in the address field.
7. Size and configuration must be updated in the sales order lines.
Sales price come from the trade agreement journal. Make sure when sales import
upload sales price should come from a trade agreement journal in the sales line

Best Regards,

Shabir Ahmad

  • andreasraithel Profile Picture
    andreasraithel 4,812 Super User 2024 Season 2 on at
    Import data sales line data from excel sheet and price and discount update from Trade and agreement journal
    Hy,
     
    did you try to import just "Quantity" and "Lineamount" on the salesorderlineV2 entity? May be this does not trígger to use the price engine.
     
    Herzliche Grüße / kind regards,
     
    Andreas Raithel
    D365FO Solution Architect
  • Suggested answer
    CapsLock Profile Picture
    CapsLock 1,351 on at
    Import data sales line data from excel sheet and price and discount update from Trade and agreement journal
    Hi Shabir, 
     
    I don't think it's possible. You need to do it via data management using these entities: 
    •  Open sales price journal lines V2 - for base prices
    • Open sales line discount journal lines - for discounts

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