Business Use Case:
Sales Order SO01
Internal ID 141
Sales Team
Sales Rep A - Contribution 60% (Set as Primary)
Sales Rep B - Contribution 30%
Sales Rep C - Contribution 10%
Steps to Reproduce:
1. Create a CSV file with Internal ID column which contains the internal ID of the sales order.
2. Navigate to Setup > Import/Export > Import CSV Record.
3. Set Import Type to Transactions.
4. Select Sales Order in the Record Type field.
5. Click Select button to select the CSV file.
6. Click Next.
7. Click Update under Data Handling.
8. Click Advanced Options.
9. Check Overwrite Sublist.
10. Click Next.
11. Map the Internal ID column of the CSV file to the Internal ID field under NetSuite Fields.
12. Click the square plus sign next to Sales Team under NetSuite Fields.
13. Click the square plus sign next to Sales Team 1.
14. Click Sales Team 1 : Employee.
15. Click the pencil icon to the left of the field added in the mapping section.
16. Click the Set Value to Null field.
17. Click Done.
18. Click Next.
19. Click Run or Save & Run.
Result: Please enter value(s) for: Employee, Sales Role, Contribution %.
Solution:
1. Create a CSV file with the following columns:
Internal ID = internal ID of the sales order
Sales Rep = empty
2. Navigate to Setup > Import/Export > Import CSV Record.
3. Set Import Type to Transactions.
4. Select Sales Order in the Record Type field.
5. Click Select button to select the CSV file.
6. Click Next.
7. Click Update under Data Handling.
8. Click Advanced Options.
9. Check Overwrite Sublist.
10. Click Next.
11. Map the Internal ID column of the CSV file to the Internal ID field under NetSuite Fields.
12. Click the square plus sign next to Sales Team under NetSuite Fields.
13. Click the square plus sign next to Sales Team 1.
14. Click Sales Team 1 : Employee.
15. Map Sales Rep column of the CSV file to Sales Team 1 : Employee
16. Click Next.
17. Click Run or Save & Run.
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