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Imports Scenario for Open Sales and Purchase orders

  • March 18, 2024
  • 4 replies
  • 162 views
S
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.

 

Laura03

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

Sagar Gadge Team Lead - Acumatica O: +91-22-67687800 E: sagar@greytrix.com
Chris Hackett
S
Freshman II
  • suresh70
  • Author
  • Freshman II
  • Answer
  • March 18, 2024

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

 

Chris Hackett
Sagar Greytrix
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

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

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

~ Laura Barber, WM Synergy
Chris Hackett
Sagar Greytrix
S
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