Can someone please help me build a csv for order entry import?
I've tried to export an OE Order but it's too large and keep failing. If anyone has a template or a resource or any other guidance I'd really appreciate it.
Thanks!
It's different in every situation. At the very least, you need these fields:
Orders |
|
ORDUNIQ | Start with 1 and increment 1 for each order |
CUSTOMER | Cust# |
LOCATION | Location |
Order_Details | |
ORDUNIQ | Match to ORDUNIQ of Orders |
LINENUM | Sequential within each order (import will change them to multiples of 32) |
ITEM | item# |
ORDUNIT | UOM |
QTYORDERED | Quantity |
It really depends on how accurately you can set your defaults for other fields (not always possible), whether you use miscellaneous charges, taxes, optional fields, serial numbers, etc. You can build separate .csv files for Orders vs Order_Details, using these fields, or build a single .csv file by adding "RECTYPE" to each row of headers (both header rows go at the top), where a Rectype of 1=Orders and 2 =Order_Details on the data lines. Or you could try exporting just these fields to get started, and then add the other info you need.
It's different in every situation. At the very least, you need these fields:
Orders |
|
ORDUNIQ | Start with 1 and increment 1 for each order |
CUSTOMER | Cust# |
LOCATION | Location |
Order_Details | |
ORDUNIQ | Match to ORDUNIQ of Orders |
LINENUM | Sequential within each order (import will change them to multiples of 32) |
ITEM | item# |
ORDUNIT | UOM |
QTYORDERED | Quantity |
It really depends on how accurately you can set your defaults for other fields (not always possible), whether you use miscellaneous charges, taxes, optional fields, serial numbers, etc. You can build separate .csv files for Orders vs Order_Details, using these fields, or build a single .csv file by adding "RECTYPE" to each row of headers (both header rows go at the top), where a Rectype of 1=Orders and 2 =Order_Details on the data lines. Or you could try exporting just these fields to get started, and then add the other info you need.
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