I want to know and learn the steps of importing Inventory movement journal header and lines in Dynamics 365 start from template download, if these steps are written / documented anywhere please guide me to download it.
Thanks,
Hi Yousif, what I would do is the following…
- Manually create a new Inventory movement journal
- Manually create one line with all the information required by the items you are going to upload (serve as a guide)
- Press the Open in Microsoft Office button at the top right corner
- Select Open in Excel: Inventory movement journal headers and lines. Press Download (Picture #1)
- Open the downloaded file, press Enable editing
- If necessary, Sign in to your environment. Excel will show you the line manually crated in the journal in D365 (Picture #2)
- Add as many lines as required
- When finished, press the Publish button at the bottom right corner. If succesfull you should read the message “Publish successful - workbook updated” (Picture #3)
- Back in D365, press Refresh (Shift+F5) you should see the lines added and then you can post the journal.
Similar option but different procedure with DIXF
Thanks for your support, how sign in to the environment from excel I couldn’t find it.