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Migration of invoice transactions to Navision

BeatriceBeatrice Member Posts: 346
edited 2006-07-31 in Navision Financials
Hi All!

Does anyone know about any dataport or other objects available to import sales invoices into Navision?

In fact, I was trying to create a dataport and am not a technical person.
I've got to choose two tables: Sales Header and Sales Line.

My question is how to link these two tables so that the sales header matches to the sales line?

Is it the right way or am I mistaken?

Please treat as urgent.

Rgds
Beatrice.

Answers

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    SavatageSavatage Member Posts: 7,142
    are they posted invoices?

    Then you should use Sales Invoice Header & Sales Invoice Line.

    Sales Inv Header ->"No."
    Matches
    Sales Inv Line ->"Document No."
  • Options
    Alex_ChowAlex_Chow Member Posts: 5,063
    Savatage wrote:
    are they posted invoices?

    Then you should use Sales Invoice Header & Sales Invoice Line.

    Sales Inv Header ->"No."
    Matches
    Sales Inv Line ->"Document No."

    Without a developer license, the user won't be able to import directly into a protected table.

    The way you link the Sales Header and Sales Line is by using the Invoice or Order number.
  • Options
    SavatageSavatage Member Posts: 7,142
    here's a dataport I use to import sales orders & lines.

    The data is sent in a specific way...on this one

    First all the sales Headers are created then all the sales lines are added after that.

    No Indentation on the 2 dataitems needed.

    http://www.mibuso.com/forum/viewtopic.php?t=8753

    Let us know it if helps.

    Sample Data looks like this

    "Order"~"CS59796"~"2845"~"59796"~"07/20/06"~"UPS"~"GROUND"~"YES"~"rgte Caly"~"xx East Stan Avenue"~""~"Denver"~"CO"~"80210"~"US"
    "Order"~"CS59797"~"2845"~"59797"~"07/20/06"~"UPS"~"GROUND"~"YES"~"JIO EIN"~"xx NW 144 AVE.DORAL.(BM11080"~")"~"MIAMI"~"FL"~"33178"~"US"
    "Order"~"CS59798"~"2845"~"59798"~"07/20/06"~"MAIL"~""~"YES"~"rene chuk"~"xx Bradbert Cresent"~""~"Thornhill"~"Ontario"~"L4J5N1"~"CA"
    "Order"~"CS59799"~"2845"~"59799"~"07/20/06"~"UPS"~"GROUND"~"YES"~"Val drix"~"xxx Harvey Fields Circle"~""~"Memphis"~"TN"~"38125"~"US"
    "Order"~"CS59801"~"2845"~"59801"~"07/20/06"~"UPS"~"GROUND"~"YES"~"ani ham"~"xx gal lon Hert"~"46328"~"Israel"~"IN"~""~"IL"
    "Order"~"CS59802"~"2845"~"59802"~"07/20/06"~"UPS"~"GROUND"~"YES"~"Li ay"~"xxx Lawn Ave."~""~"Tampa"~"FL"~"33611"~"US"
    "Order"~"CS59803"~"2845"~"59803"~"07/20/06"~"UPS"~"GROUND"~"YES"~"eryl den"~"xxx Ava Drive"~""~"Douglasville"~"GA"~"30135"~"US"

    "Order"~"CS59796"~"Item"~"10000"~"99999"~"1"~"1.50"
    "Order"~"CS59796"~"Item"~"20000"~"16550"~"1"~"3.99"
    "Order"~"CS59796"~"Item"~"30000"~"98484"~"2"~"7.79"
    "Order"~"CS59796"~"Item"~"40000"~"98492"~"3"~"7.79"
    "Order"~"CS59797"~"Item"~"10000"~"99999"~"1"~"1.50"
    "Order"~"CS59797"~"Item"~"20000"~"19985"~"1"~"12.59"
    "Order"~"CS59797"~"Item"~"30000"~"19990"~"1"~"11.79"
    "Order"~"CS59798"~"Item"~"10000"~"99999"~"1"~"1.50"
    "Order"~"CS59798"~"Item"~"20000"~"33829"~"1"~"9.09"
    "Order"~"CS59799"~"Item"~"10000"~"99999"~"1"~"1.50"
    "Order"~"CS59799"~"Item"~"20000"~"36350"~"1"~"11.59"
    "Order"~"CS59801"~"Item"~"10000"~"99999"~"1"~"1.50"
    "Order"~"CS59801"~"Item"~"20000"~"43876"~"1"~"10.99"
    "Order"~"CS59802"~"Item"~"10000"~"99999"~"1"~"1.50"
    "Order"~"CS59802"~"Item"~"20000"~"32038"~"4"~"5.19"
    "Order"~"CS59802"~"Item"~"30000"~"32051"~"4"~"5.19"
    "Order"~"CS59803"~"Item"~"10000"~"99999"~"1"~"1.50"
    "Order"~"CS59803"~"Item"~"20000"~"41295"~"5"~"3.99"


    & here's the cherry on the cake
    http://www.mibuso.com/forum/viewtopic.php?t=5165
  • Options
    BeatriceBeatrice Member Posts: 346
    Hi Savatage!

    Thanks for the help.

    I am not so at ease with creation of dataports and I will need your help.

    You have given an example of a dataport you have used to import sales orders and lines but it is not clear to me.

    Can you please provide a detailed explanation of how to create this dataport?

    I have in fact tried to create one but the problem is how to link sales invoice header to sales invoice line.

    Can you jot down the steps to create this relationship between the sales invoice header and sales invoice line?

    Thnks in Advance
    Beatrice.
  • Options
    SavatageSavatage Member Posts: 7,142
    Check this first
    http://www.mibuso.com/forum/viewtopic.php?t=5165

    have you read the chapter?

    Ok when I get a few minutes later in the day - i will go step by step on how I got the dataport to import sales orders & lines

    :D
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