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Import scenario to update GL account on balanced invoices

  • 28 June 2023
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J
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Creating an import scenario to mass update the detail section line of a group of invoices. I seem to be adding a new line rather than updating the existing one.

 

Here’s my import scenario which is adding a new line and updating to account 40005 instead of updating the existing line.

 

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Best answer by ed.goodman 28 June 2023, 21:30

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The Line Number value of -1 is causing the new record to be created.  Assign the line number key value from your source field that holds the line number to update to the <Line Number> row.

You should be able to then removed the Line Nbr row from the import.

ed.goodman
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@jwarren, Your mapping looks correct except for the record that reads <Line Number> and =-1.  That is the standard record to add a new line.  Deactivate that record and your mapping should function as desired.  If not, try updating the custom key field to match the actual field name (ie. @@LineNbr instead of @@linenbr).  Upper case vs lower case may make a difference when it comes to custom key field names.

Ed Goodman

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