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Export project invoice from data management

  • 1.  Export project invoice from data management

    Posted Jul 14, 2020 02:06 AM
    Friends I am looking to export/import project invoices from data management but not able to find related data entity to be used [as tables are not having unique index]. please let me know any way to export/import project invoices.

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    SVeer
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Export project invoice from data management

    SILVER CONTRIBUTOR
    Posted Jul 14, 2020 09:24 AM
    I haven't explored this in D365 yet, but have you looked for a way to upload Project Invoice PROPOSAL header and lines?  Then you can review the proposal and post them to get the project invoice.  Or you can use a periodic batch job to do the posting.

    Or are you trying to import invoices already posted to the GL in another system, and just sweep in the Accounts Receivable transactions to the customer's account so AR can be managed in D365?

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    Lynn Kinsman
    Senior Systems Analyst, AX 2012 and D365 F&O
    Kodak Alaris Inc.
    Rochester NY
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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