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Imports Scenario for Open Sales and Purchase orders

  • Mar 18, 2024 3:51 AM UTC
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Freshman II

Hi all, while importing the Purchase and Sales order can we have the created by id with respective users and not admin.?

Best answer by suresh70

Hi @Sagar Greytrix I think it's possible by adding the created by ID in the import scenario manually, and it worked.

 

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    4 replies

    Sagar Greytrix
    Captain II
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    Hi @suresh70 ,

    I believe there's no option for passing 'CreatedByID' along with the user in the import scenario. We can only pass UI-level fields to create transactions. The transactions created are associated with the logged-in user. Hope that helps!

    Regards,

    Sagar, Greytrix

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    Sagar Gadge Team Lead - Acumatica O: +91-22-67687800 E: sagar@greytrix.com
      Freshman II
      • suresh70
      • Author
      • Freshman II
      • Answer
      • Mar 18, 2024 7:06 AM UTC

      Hi @Sagar Greytrix I think it's possible by adding the created by ID in the import scenario manually, and it worked.

       

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        Sagar Greytrix
        Captain II
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        Hi @suresh70 ,

        Thank you for the solution provided on the Acumatica Community.

        Does it work for you?

        Regards,
        Sagar, Greytrix

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        Sagar Gadge Team Lead - Acumatica O: +91-22-67687800 E: sagar@greytrix.com
        Laura03
        Captain II
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        • Laura03
        • Captain II
        • Mar 18, 2024 10:09 AM UTC

        Hello @suresh70 ,

        You may consider using Owner ID on PO’s and SO’s to represent your employees versus Created By. For an employee name to appear in the Owner list, I believe they need to be 1) User, 2) employee, 3) in the Company Tree, and 4) member of Internal Users Role. Owner is on the User Interface (Sagar recommends using UI fields in Import).

        Laura

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        ~ Laura Barber, WM Synergy
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