Import scenario that groups depending on ship to

  • 15 April 2024
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Hi! I’ve been looking to see if you can create an import scenario that will create sales orders and group them by ship to location. For example, if the first two three rows on the spreadsheet have the same ship to location then the system will create one order as opposed to three different ones. I’m aware you can add the order numbers to the spreadsheet but I want to avoid this if possible.


Best answer by Laura02 15 April 2024, 12:23

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Is ship-to location the only field that determines separate orders?  For example, if the same Ship To Location is in the spreadsheet 115 times, should all 115 lines become one sales order?

Is there a composite key in your import, meaning each new order is a combination of each unique Customer ID + unique Ship To Location = one order?

Rather than insert any order number in the spreadsheet, one idea that may work is to use two columns to represent the Order Number in your Import Scenario:

Sort the spreadsheet by Customer then Ship To ID before importing.

I have not tried this idea.  I HAVE combined two fields as shows above in my spreadsheets and used one new combined column labeled “Order Number” to import.



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