CSV Import: Sales Order > Close Line Items

1. Create a CSV Import file with the following headers:

-Internal ID (This refers to the Sales Order Internal IDs to be Closed)

-Line ID (This refers to the Line Items ID)

-Closed (Set it to Yes)

 

*You may also create a saved search to export the CSV Import file with above information:

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

b. Click on Transaction.

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

-Type = is Sales Order

-Main Line = is false

-Tax Line = is false

-Shipping Line = is false

-COSG Line = is false

d. Under Results tab > Columns subtab > Add the following fields:

-Internal ID

-Line ID

e. Edit the Search Title as desired.

f. Hit Save & Run.

 

2. Close line items using CSV import:

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

-Import Type = Transactions

-Record Type = Sales Order

-Character Encoding = Western (Windows 1252)

-Select one file to upload

-Click Next

-Data Handling = Update

-Click Next

-Map the following fields:

--Internal ID = Internal ID (Could be found under Sales Order folder)

--Closed = Items : Closed (Could be found under Sales Order Items folder)

--Line ID = Items : Line ID (Could be found under Sales Order Items folder)

-Click Next

-Click Save & Run