Template

This template is only compatible with Business Central 25.

How to Use the Sales Order Import Template

This guide provides step-by-step instructions for using the Sales Order Import Template to import sales orders into Microsoft Dynamics 365 Business Central. Each field in the template is described below, including whether it is mandatory or optional, along with important notes to ensure a smooth import process.

The column headers need to match the Sales Header / Sales Line field names exactly. The only exception is the Order No. field, which will designate the Sales Header “No.”. This has to be different in order for the system not to confuse the Sales Header “No.” with the Sales Line “No.”. Note that the headers need to match the field name, not the field caption.

Field Descriptions

Field Name	Required	Description / Notes

Field Name	Required	Description / Notes
Order No.	✅ Yes	Unique identifier for the sales order. Must be labeled exactly as "Order No." to avoid conflicts with the "No." field in the sales line.
Sell-to Customer No.	✅ Yes	The customer number from the Business Central customer list.
Sell-to Customer Name	❌ Optional	If provided, it must exactly match the name on the customer record. Otherwise, a new customer card will be created.
Location Code	✅ Yes	The warehouse or location from which the item will be shipped.
Order Date	✅ Yes	The date the order was created. Format: MM/DD/YYYY.
Shipment Date	❌ Optional	The expected shipment date. Format: MM/DD/YYYY.
Salesperson Code	❌ Optional	Code representing the salesperson responsible for the order.
No.	✅ Yes	The item number. Must be labeled exactly as "No." to avoid conflict with the "Order No." field.
Description	❌ Optional	Description of the item. Must appear after the "Unit of Measure Code" column to avoid being overwritten.
Quantity	✅ Yes	Number of units ordered.
Unit of Measure Code	❌ Optional	The unit in which the item is measured (e.g., EA, PCS).
Lot No.	❌ Optional	Lot number for the item, if applicable.
Unit Price	❌ Optional	Price per unit of the item.
Gen. Prod. Posting Group	❌ Optional	General product posting group for financial posting.
Payment Terms Code	❌ Optional	Code representing the payment terms (e.g., NET30).
Due Date	❌ Optional	The date payment is due. Format: MM/DD/YYYY.

Instructions for Use

Download the Template: Use the provided Excel file as your base.
Fill in the Required Fields: Ensure all mandatory fields are completed accurately.
Maintain Header Integrity: Do not rename column headers. Business Central relies on exact matches.
Validate Customer Names: Ensure the "Sell-to Customer Name" matches the existing customer record to avoid duplication.
Check Column Order: Especially for the "Description" field, which must follow "Unit of Measure Code".
Import into Business Central:
- Navigate to Configuration Packages.
- Use Import from Excel to upload your completed file.
- Review and apply the data.