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Importing Sales Orders; Issues with generating SO number and adding ship-to contact/address

  • 30 October 2021
  • 4 replies
  • 242 views

Good day, 

I am trying to build a import scenario to create new sale (autonumbered) orders, SO type and create ship to contact and address information for each orders.  Attached the xmi file.  

This issue that I am having is how to generate the order number (we are set-up to using autonumbering) and the correct SO type = SO.  Next is the shipping contact and ship-to address need to uncheck the override button to add this information.

I am also going to have to schedule this scenario on a monthly basis.

Thank you in advance for your assistance in this matter.

Evan

4 replies

Naveen Boga
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Userlevel 7
Badge +19

Hi @EvanG  I have modified above provided Import Scenario and now I can able to create the Sales Order, with Shipping Contact and Shipping Address.

Please find the attached import scenario for reference.

 

1 Attachment
Naveen B
E
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Userlevel 5
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Thank you.  

 

It worked perfectly except the Cancel By field did not update to the data field.  The date default to the current date.  Any ideas?

 

I appreciate you assistance.  

 

Thank you

Evan

Naveen Boga
Rank
Userlevel 7
Badge +19

Hi @EvanG  “Cancel By” field is mapped incorrectly, I just modified and verified it is working as expected.

Please do following change and verify.

 

 

Naveen B
E
Rank
Userlevel 5
Badge

Thank you for you assistance.

Evan

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