import data to navisions sales line

maximusasqarimaximusasqari Member Posts: 3
Hi I work at a company that takes orders in excel and then one will have to type the it all over again into a sales order line in navision... This can take a very long time, and I would like to know if one could reduce the time by exporting the sales line from excel as it would look like in a "real sales line" in navision and just import it to navision, so u could have a complete sales order that u only have to release...

best regards :wink:

Comments

  • bbrownbbrown Member Posts: 3,268
    I see two possible options:

    1. Export the Excel worksheet to a text file (csv or tab delimited) and develop a Navision dataport to read the file and create sales orders (headers & lines) from it.

    2. Use Excel automation to directly read the worksheet and create the orders. Look at the Budgets form and its function "Import from Excel" as an example. Also you will find sevaral post about automation on this site.
    There are no bugs - only undocumented features.
  • kinekine Member Posts: 12,562
    But you need to have some "standard" excel order. You need to know on which position are the needed data etc... if it is in excel but each order has data on another position...
    Kamil Sacek
    MVP - Dynamics NAV
    My BLOG
    NAVERTICA a.s.
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