import csv order entry

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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!

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  • +1
    verified answer

    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.

Reply
  • +1
    verified answer

    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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