Import Scenario - Single Invoice with Multiple Lines

Hello ​@mhayes1987 

Try checking commit column for Ref, Nbr line and uncheck commit for save Action.

 

The import scenario will not support this if you have automatic next number generation for the invoices.

The import scenario is processing your file line by line, so if there is an invoice number matching an invoice in the system, it will update the invoice and add a line.

If there is no invoice in the system with that number, it will try to create a new invoice.

Another part of the process to have in mind is that it keeps adding the lines to the same invoice if they have the same invoice number value in the field, and they are one after another.

As soon as there is a line with a different invoice number, the system basically switches to a new “current record”.

Now, in case you don’t have automatic next numbers, and you can feed the invoice numbers in the file, import scenario will first create the invoice first time if it sees a new number, then because there is an invoice with that number in the system, it will update that invoice.

​@Samvel Petrosov is this a recent change? I have a similar import scenario that we’ve used in the past that was able to do what I am looking for. We have not used that process for a few months, however.

​@riglesias Unfortunately, the two changes you suggested did not fix the issue.

As far as I know, this was the way the import scenarios worked for at least the last couple of years.

Hi ​@mhayes1987 ,

In my experience you can use automatic numbering with multiple invoice lines, so long as the reference number is the same on all of the lines that should be grouped, and the lines are sequential on the spreadsheet.  To ​@Samvel Petrosov ‘s point, if they are not sequential then you would need to set the numbering sequence to manual and specify the actual new invoice number on each line.  I don’t think you will be able to get around sorting your spreadsheet unless you specify the new invoice number.

Hope this helps!

Laura