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How to import a vendor invoice journal

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Posted on by MBates237

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Hello,

I have a requirement to create a vendor invoice journal to import monthly payroll costs from another system.

How would I import these? I would like the vendor invoice journal header to be created, and then vendor invoice journal lines added to that header. The only success I've had so far is by creating the header in system and then importing lines. I do not want this manual step.

This is an example of my lines import, where I have had to specify the journal batch number as an existing record

I know the numbers do not match ...7625 was my next attempt.

Thanks,

Michael

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Dynamics 365 Finance

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Adis 6,069 Super User 2025 Season 2 on at

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Hi,

My first thought is to do it via Power Automate. If that is an option, then I would suggest to check in Power Automate the possibilities of creating a journal and then creating journal lines via Power Automate where you pass the created journal number to tell Power Automate in which journal to put in the lines.

If that is an option I can check if there is an entity to create journals.

Kind regards, Adis

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Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

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Which data entity are you using? Try General journal - it will handle AP invoices and create the header and lines from one source file.

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MBates237 211 on at

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Thanks @Frank Hamelly | MVP, MCP, CSA, I have had some success importing general journals for the same process. Currently, these transactions are created as a supplier invoice journal but I'll explore whether they can be done as a general journal instead.

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