Copy/paste posting rows into Posting proposals in Cloud

  • 10 March 2023
  • 5 replies
  • 174 views
J
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  • Jan T
  • Sidekick (Employee)
  • 27 replies

When working with supplier invoices it would sometimes be handy to be able to transfer posting rows from Excel directly into the posting lines in Posting proposal.

We could call Rest Apis that add lines into the posting Proposal. Could that be possible to do from Excel? Would be a nice feature if you had the excel table and entered Supplier id + invoice no as parameters and then it would transfer row data from Excel: Account, Cost center,  Amount directly into  Posting proposal.  

Has someone created such? 

5 replies

T
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Userlevel 7
Badge +18

Hi, 

We may not have - an out of the box solution to copy posting lines from excel, but we have several options. 

You can use the posting template - this allows nearly the same as what you would have in excel maybe better, in that you can mark these as public or private and you can include amounts or percentages. 

Additionally, if you have the same supplier such as cellular, health care, utilities that frequently have the same posting lines from month to month you can even set up an invoice template or copy from a previous invoice. 

Probably even more common may be a supplier where they would have a single default posting line that may or may not be allocated, the supplier has a default posting string. 

From these and others, my experience has been that by using the various options, we can craft a good solution. 

Best regards

J
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Userlevel 2
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Using posting templates works well in some situations, but if you need to have some external calculation logic of how to do the postings, it does not. My customer also have the situation that they get invoice specifications from the supplier in an Excel file. By slightly modifying that Excel they have posting lines, but it has to be manually entered to Posting proposal. Would be nice to be able to copy/paste it into posting proposal.    

T
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Userlevel 7
Badge +18

Hi,

If they receive the file via excel, why not load that as an external supplier invoice? 

Copy one of the STD templates, make that your template and use that for loading the invoices. 

Best regards

J
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Userlevel 2
Badge +6

They do not receive the actual supplier invoice as a excel. That is arriving as an eInvoice.  

J
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Userlevel 2
Badge +6

22R2 have copy/paste rows in Posting proposal, postings section

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