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!
if you have a look in the Sage folder, there is a sub-folder called "Import Templates" - there is one for OE & OE Credit notes, plus many others
Give that a try
No, with any import to a transaction table like this, you can only add records, you can't update. Only master tables like customers, vendors, and items can be updated.
No, with any import to a transaction table like this, you can only add records, you can't update. Only master tables like customers, vendors, and items can be updated.
but you can use a connector such as iMan and create a custom workflow so that you can update details via an excel file, but that's outside of the scope of this question. Just saying, there ARE solutions. We have custom imports for OE and PO tables to save the time of updating hundreds of lines.
*Community Hub is the new name for Sage City