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SO Import line items from excel sheet to user field

  • February 8, 2023
  • 8 replies
  • 182 views
R
Varsity I
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I have created a user defined field (Customer Line Number) on SO301000 to the Details > Grid: Transactions for my company. This field is working as expected, however I am unable to map an excel upload to the grid to that user defined field

Is there a way to enable import mapping to a user defined field? See picture for more details.

2022 R2 Build 22.209.0029

 

Best answer by rmillerKimball

Hi @Chris Hackett, 

Mostly? I was unable to find the solution I was hoping for, but the solution that ended up working is importing a new sales order with an Import Scenario using information from this post: 

Thanks for checking in!

 

8 replies

Yuriy Zaletskyy
Jr Varsity I
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Is it UDF, based on attribute, or it is DAC extension?

https://acupowererp.com
Chris Hackett
R
Varsity I
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  • rmillerKimball
  • Author
  • Varsity I
  • February 13, 2023

Hi @Yuriy Zaletskyy, thank you for your response. 

I’m pretty new to Acumatica customizations so not entirely sure, but I believe it is just a UDF.

Does this screenshot help? 

 

Yuriy Zaletskyy
Jr Varsity I
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Hi, not it’s not UDF, it’s classic DAC Extension. Try please to type of name of the field in import scenario, just type there UsrCustLineNbr.

https://acupowererp.com
R
Varsity I
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  • rmillerKimball
  • Author
  • Varsity I
  • February 13, 2023

Good idea, unfortunately same result. When I enter in any value there it doesn’t save it if it is not matching anything in the drop-down.

Just to be clear, I’m using the file upload to import into the details of a sales order. Maybe this would work better if I made an import scenario?

 

 

Chris Hackett
Community Manager
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  • Chris Hackett
  • Acumatica Community Manager
  • March 20, 2023

Hi @rmillerKimball  were you able to find a solution? Thank you!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
R
Varsity I
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  • rmillerKimball
  • Author
  • Varsity I
  • Answer
  • March 20, 2023

Hi @Chris Hackett, 

Mostly? I was unable to find the solution I was hoping for, but the solution that ended up working is importing a new sales order with an Import Scenario using information from this post: 

Thanks for checking in!

 

Chris Hackett
Chris Hackett
Community Manager
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  • Chris Hackett
  • Acumatica Community Manager
  • March 20, 2023

Thank you for sharing your solution with the community @rmillerKimball !

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
iqraharrison
Captain II
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  • iqraharrison
  • Captain II
  • March 20, 2023

@rmillerKimball unfortunately, you will not be able to upload the UDF data using the load records from file option.  alternatively, you can create a import scenario.  on your import scenario, you will select the summary section and specify the UDF name (which is the attribute ID)

hope this helps

Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*. Proud Acumatica MVP (2024, 2025) - See my journey here: https://community.acumatica.com/community-site-discussions-150/iqra-harrison-acumatica-mvp-2025-28977
Chris Hackett
R
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