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

  • October 29, 2021
  • 4 replies
  • 280 views
E
Varsity I
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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

Best answer by Naveen Boga

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.

 

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    4 replies

    Naveen Boga
    Captain II
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    • Naveen Boga
    • Captain II
    • Answer
    • October 30, 2021

    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 Attachments
    Naveen B - Acumatica MVP 🏆 | Independent Developer for Hire 🚀 ⏩ https://www.linkedin.com/in/boga-naveen-kumar-54079a66/
    E
    Varsity I
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    • EvanG
    • Author
    • Varsity I
    • November 3, 2021

    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
    Captain II
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    • Naveen Boga
    • Captain II
    • November 6, 2021

    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 - Acumatica MVP 🏆 | Independent Developer for Hire 🚀 ⏩ https://www.linkedin.com/in/boga-naveen-kumar-54079a66/
    Chris Hackett
    E
    Varsity I
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    • EvanG
    • Author
    • Varsity I
    • November 9, 2021

    Thank you for you assistance.

    Evan

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