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Uploading a Purchase Invoice with 300 lines

  • 1.  Uploading a Purchase Invoice with 300 lines

    Posted 13 days ago

    Hi,

    We currently have a few invoices to process that has over 250 lines of coding and looking for options to load data.

    The options provided to load the PI lines are:

    1) Copy Paste - this is taking a couple hours as lines are validated - is this typical
    2) Rapid Start template - this tool is not for end users as it accesses tables directly
    3) XML import routine - this is used for specific vendor integrations

    Would welcome any thoughts on options to load these large records.

    Regards,

    Deanna



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    Deanna Hutchins
    Strad Energy Services Ltd
    AB
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  • 2.  RE: Uploading a Purchase Invoice with 300 lines

    TOP CONTRIBUTOR
    Posted 13 days ago
    ​RapidStart will work according to how you have NAV permissions set up.  A user can use RapidStart, but they would need access to RapidStart PLUS access to any tables to be updated.

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    Lewis Rosenberg
    IT Manager
    Mars Fishcare
    Chalfont PA
    -----------------------------------------------
    BCUG/NAVUG All-Star
    BCUG/NAVUG Board of Advisors, Chairperson
    BCUG/NAVUG Programming Committee

    Twitter: @RosenbergL
    LinkedIn: https://www.linkedin.com/in/rosenbergl/
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  • 3.  RE: Uploading a Purchase Invoice with 300 lines

    Posted 12 days ago
    ​Thank you for the information.  My understanding is that Rapid Start is not a tool for end users to use on a day to day bases due to how it updates the tables directly so a risk from a controls perspective. Can you please confirm?

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    Deanna Hutchins
    Strad Energy Services Ltd
    AB
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  • 4.  RE: Uploading a Purchase Invoice with 300 lines

    Posted 12 days ago
    #DataManagement
    Hi,
    We've tried using RapidStart for importing sales and purchase orders and it is extremely slow.  Could take over an hour for 10 lines.
    We typically create XML ports for importing orders.  Add a button on the page, so the user can access it quickly.  Provide them a
    template for their import(s).

    Good Luck!
    Dori Ellinger


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    Dori Ellinger
    Solution Systems, Inc.
    Rolling Meadows IL
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  • 5.  RE: Uploading a Purchase Invoice with 300 lines

    Posted 12 days ago
    We import directly from excel.  I have written a process to import the lines from excel.  The user selects the excel file and then which tab from excel they want to import.
    It loads 100 lines in less than 5 seconds.   I have built it so that it if there are any errors, it opens a new excel file with the lines that errored out and they can then fix them and load the remaining items.

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    Ahmed Amini
    Indepedant Consultant
    Scotts Valley CA
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  • 6.  RE: Uploading a Purchase Invoice with 300 lines

    SILVER CONTRIBUTOR
    Posted 11 days ago
    I would generally recommend copy & paste from Excel as a simple solution suitable for most users.  Validation taking hours sounds very strange.  You could try pasting smaller amounts each time, and see if it works better with 50 lines at a time.

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    Eric Moe
    Global Supply Chain Manager
    Industrial Revolution
    Tukwila WA
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  • 7.  RE: Uploading a Purchase Invoice with 300 lines

    GOLD CONTRIBUTOR
    Posted 7 days ago
    Hi,

    I would suggest having imported in custom tables having the similar structure of Purchase header and Purchase line without any code in any trigger.

    Then to import you can use any feature, it should be fast enough but if its something that you will be doing any a process to follow I would suggest using xmlports or a codeunit that you can schedule to run to read files from a folder and import it in nav and then move to processed folder.

    After the import is successful another job queue can try to generate purchase invoices from data in custom tables and update the status on the same table if any errors. If records are processed process will delete the records from custom tables.

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    Saurav Dhyani
    ArcherPoint Inc.
    Duluth GA
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  • 8.  RE: Uploading a Purchase Invoice with 300 lines

    TOP CONTRIBUTOR
    Posted 6 days ago
    I second the idea of an XML port - we do this for posted purchase invoices, conversion of POs. It took a few hours for our partner to build us and now we can process 500 lines with an error report (so if things don't match or hasn't been rcv'd we get notified which lines) in about 1 minute. Life saver for us for sure. Saved us about 10 hours of work a week for our largest vendor. My only caution is ensure you know what the data looks like you're trying to upload first and more or less have strict this is what I want it to do and act like. We went through a few builds to get it right mostly b/c we didn't narrow down things like wrong cost, wrong qty, wrong item to line, not rcv'd (our first attempt actually rcv'd which is scary).

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    Andrea Riviezzo
    Controller
    Inovonics
    Louisville CO
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