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Why is a simple attempt to add an external reference no to an existing Sales Order via an import scenario failing?

  • April 14, 2022
  • 2 replies
  • 377 views
P
Semi-Pro I
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I have set up many import scenarios before without problems.  Those have mainly been on Customer and Inventory Item records though.

I am trying to import line items into an existing sales order on SO.

This failed with an error so in narrowing down the cause I tried to do the simplest thing I could think of. Adding an external reference to the sales order.  I tested to see if I could do it manually and I can but if I try via the import scenario I get the error:

1 items have not been processed successfully. View name: Document.

The only thing in my import scenario is as below:

 The order no exists and the import scenario is using the same order number.

I can’t understand why this is failing.  Does anyone have any ideas?

 

Thanks,

 

Phil

Best answer by Laura03

Hello,

I am able to populate the Ext Reference Nbr field on a Sales Order with status Open. (I have no back orders in my test system.)

  1. as you mentioned, field must be available to edit on order.  I confirmed, Ext Reference number can be manually updated and saved on my order.
  2. My import is similar to yours except I included ORDER TYPE.
  3. The import successfully updated.

Please try:

 

 

    2 replies

    Laura03
    Captain II
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    • Laura03
    • Captain II
    • Answer
    • April 14, 2022

    Hello,

    I am able to populate the Ext Reference Nbr field on a Sales Order with status Open. (I have no back orders in my test system.)

    1. as you mentioned, field must be available to edit on order.  I confirmed, Ext Reference number can be manually updated and saved on my order.
    2. My import is similar to yours except I included ORDER TYPE.
    3. The import successfully updated.

    Please try:

     

     

    ~ Laura Barber, WM Synergy
    Chris Hackett
    P
    Semi-Pro I
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    • ppowell
    • Author
    • Semi-Pro I
    • April 14, 2022

    Thank you so much! That worked.  It was the missing Order Type. I incorrectly assumed it would just get that when it looked up the SO.

     

    Phil 

    Laura03
    Chris Hackett
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