The search methods, key pages, and functionalities in Dynamics 365 Business Central for managing and displaying Accounts Receivables (AR) data effectively

Hello,

I’m currently uploading my accounts receivables into the Sales Order tables, where I’m setting the Document Type as “Invoices” to ensure they reflect as sales invoices on the front end. My upload process involves loading data into both the Sales Header and Sales Line tables. The loading process itself has been very smooth, with no errors encountered.

However, during my review of the export file, both pre-upload and post-upload, I noticed an unusual issue. My Document No. was unexpectedly added to an existing entry with the Document Type “Credit Memo.” Specifically, this Document No. appeared in the STE Transaction ID field in the Header.

I’m unsure why this happened and would appreciate any guidance or insights into the potential cause of this behavior.
Additionally, is there any inherent relationship between Invoices and Credit Memos that could explain this issue?