DTW to import Business Partners when Code is created automatically

[saulcrivosei2]

Helllo,

I am trying to import Business Partners (OCRD) to SAP B1 in DTW we have a series created so the Carcode is assigned automatically.

How can I import the table to SAP so the code is assigned automatically, following the serie.

Tried different ways and has not been possible to importe BP to sap.

Apreciate your help,

Saúl C

[saulcrivosei2 · Accepted solution]

Thank you very much Hrvoje and Oleh, it worked simpler.

On the Template it was missing the Record Key. and it worked.

I send you how the structure should be so it can help people with the same issue:

The series Number is found in the NNM1 Table.

[hdolenec]

You can do it a lot simpler. Check series code (NNM1.Series) and then enter this number in Series column of your DTW template. It will assign BP code automatically.

[saulcrivosei2]

Hello Oleh,

thank you very much for the information is a good option to do. This option will work well.

My only concern is if we have to create all the time customers wanted to be something with less steps. I’ve read that you Can assign the field “Series” on the Data to import so it takes the next automatic CardCode. But don’t know how to do the structure.

if I solve this I can leave an activity to the users to create BP all the time and simplify creating process.

Saul Crivosei

[OlehFabri]

Hi Saul,

To import the BP Master Data in your scenario you will have to include a few additional steps:

1. Ensure the Manual series for Business Partners (BP) numbering is unlocked in Document Numbering Setup:

2. Prepare the data you intend to import so that the BP codes comply with the automatic series format:

(Save the file as comma-delimited CSV)

3. Import the prepared BP data with DTW. The imported Master Data records will be assigned with the Manual numbering series:

4. Run the Manual Master Data Series Converter from Administration -> Utilities, select the imported BP Master Data range to be converted, and choose the Convert button:

5. The records will be assigned with automatic series as selected on the Manual Master Data Series Converter - Selection Criteria form in the previous step:

Note: When updating the existing records, it is not necessary to change the series to Manual.