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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?

  • 14 April 2022
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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

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Best answer by Laura02 14 April 2022, 15:05

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Laura02
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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 ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
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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 

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