Hi,
I need to import about 5-6 Service Order Types in Service Billing under Customers. My import scenario is only doing one line item. Here is a screenshot below. What is the trick to importing multiple line items in one import scenario. Let me know.
Best answer by Laura02
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+18
Hello,
Hi
Thanks for the response. Option one was already checked off. Option 2 did not have the Service Types linked at the Customer Class Level. Could this be the issue?
+18
Hello,
When I import customers I place the Service Billing Types & Cycles on the Customer Class first and then all Service Billing settings flow into the new customers Like Magic and that’s why I recommended adding service order types/billing cycles to the Customer Classes.
Sometimes it is too late when Service Billing Types are created after customers are created. I have used the below scenario successfully to add billing types to customers after-the-fact. I can’t see all of your scenario; the top of your scenario is hidden. Therefore I compared only the “Service Billing” section of your import scenario to my successful scenario and I see one difference: The Commit Column is different in your scenario. Where I accepted the default, Commit is checked ON for Service Order Type line, your scenario has Commit unchecked.
I don’t know if my scenario will work in your version; your Acumatica version is not mentioned. My version of Acumatica where this scenario works is 2022 R1.
Good luck.
+18
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