Monday, July 15, 2019

CSV Import to update Date and Start Date on the Sales Orders

A. Prepare the CSV file for the import

The CSV file may consist of the following:

a. Internal ID of the Sales Order

b. Date

c. Start Date

Note: The values for Date and Start Date should follow the format reflected when manually creating the transaction.

B. Perform the Import

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

    Import Type = Transactions

    Record Type = Sales Order

2. Click Select, choose the file for the import and click Next.

3. Set Data Handling to Update and click Next.

4. Map the following fields:

    Internal ID = Internal ID

    Date = Date (Sales Order folder)

    Start Date = Start Date (Sales Order folder)

Note: You may click on the pencil icon to set a Default Value for the Date and Start Date fields.

5. Click Next

6. Enter an Import Map Name and click Save & Run or simply click Run.

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