Saturday, December 1, 2018

Update the Preferred Vendor in an Item Record

User is trying to import preferred vendor in the Item Record. Multiple Vendor is enabled.

1. Prepare the CSV file. Example:

Internal ID | xx

Vendor ID | xx

Preferred | Yes

2. Navigate to Setup > Import/Export > Import CSV Records

            • Import Tye= Items

            • Record Type= Inventory Item

            • Data Handling= Update

3. Field mapping page the fields should be mapped like this:


Example of fields: Internal ID of Item, Vendor ID, Preferred


Internal ID <-----------------------------------> Internal ID

Vendor ID <------------------------------------> Vendor (Req)

Preferred <-------------------------------------> Preferred


Note:  To find the Vendor (Req), the user should click on the Item Vendor folder


4. Complete the import process.


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