In this blog, we will see how to post sales transactions using a configuration package.
Today we would like to discuss post-sales transactions using the configuration Package in business central. There is one feature in Business central which is called the Configuration Package. The configuration package can be used for post-sales Transactions.
If the user wants to mass block a group of vendors or put numerous invoices on hold. Instead of keying those changes one at a time, Then the user can import those modifications from Excel into Dynamics 365 Business Central using the configuration package.
There are the following steps Which help you to know in detail:
Open Configuration Package as shown below:
Click on New and open Configuration Package Card.
The user needs to give the Code and Package Name of the Configuration Package Card.
Select the Sale header Table then the system will ask for Related Tables.
Then the user needs to select a related table.
Select table 36 and click on the table Processing rules. As shown below screen.
In the Processing rule select Action as a “Ship”
Then Click on Processing Filters. As shown below
Then Configuration Package will be Open.
Give “Document type” in Field Name and “=1” Value in Field Filter.
Then close it. This screen will be visible.
Click on Close.
Click on Export to excel.
Then excel file will be downloaded into the system.
Add data in the Sale header.
Add data in Sales Line.
After adding all the data Import this file into the system. Click on Import from Excel.
Then Click on Import.
The system will ask for confirmation.
Then User can see data in Posted Sale Shipments.
If in Configuration Package the user has added a new customer, then the system will give chance to create a new customer.
So, Users can add New Customer’s data on the Customer card Page.
Once data is imported successfully then the user can see the below message.
Users can see all excel data Information is Posted Sales shipment and user can check Order No.
All orders and Posted sale shipments will be created in sequence.
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