Friday, May 24, 2019

CSV Import to Close Open Purchase Orders




1.    Create a saved search of open purchase orders. Do the following steps:

a.     Navigate to Lists > Search > Saved Searches > New.

b.    From the list of Search Types, choose Transaction.

c.     Under the Criteria tab > Standard subtab > add the following filters:

                                          i.    Type: is Purchase Order

                                         ii.    Main Line: is false

                                        iii.    Tax Line: is false

                                        iv.    Shipping Line: is false

                                         v.    Closed: is false

d.    In the Results tab, add the following:

                                          i.    Internal ID

                                         ii.    Line ID

                                        iii.    Closed

e.    Click Preview or Save & Run.

f.      Export the list and save as a CSV file.

g.    Look for the purchase orders to be closed and change the value of the Closed column from 'No' to 'Yes'.


2.    Perform the import. Do the following steps:

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

                                          i.    Import Type: Transactions

                                         ii.    Record Type: Purchase Order

                                        iii.    Browse the file from the computer and click Next.

b.    In the Data Handling, click Update then Next.

c.     Map the following fields:

                                          i.    Internal ID – Internal ID

                                         ii.    Closed – Items : Closed

                                        iii.    Line ID – Items : Line Id

d.    Click Next.

e.    Enter an Import Map Name and click Save & Run.


Note: Suggest that the above steps be tried out first with one purchase order record before proceeding with the rest of open purchase orders.

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