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Linking SO to PO with import scenario


This is for the initial data migration.  Sales Orders have been imported and Purchases order have been imported.  I am having difficulty linking the SO to the PO with an import scenario.  I see that on the import scenario for Sales Orders>Order Summary is the action <Link PO>  .  I haven’t been able to to properly use this action.  I have tried adding the action <Select> and then save, but I am missing something.

Best answer by shumennyj

We reached out to Acumatica directly and they had a previous support case for this.  The attached import scenario successfully links a drop-ship PO to a sales order.

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6 replies

Naveen Boga
Captain II
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  • Captain II
  • 3407 replies
  • June 26, 2022

Hi @susane18 Can you please share the XML format of the import scenario?


  • Author
  • Freshman II
  • 8 replies
  • June 27, 2022

Hi @Naveen Boga  I have uploaded the XM file.

 

Thank You!


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2754 replies
  • July 26, 2022

Hi @susane18 - were you able to find a solution for your issue? Thank you!


  • Freshman II
  • 2 replies
  • October 30, 2023

Has anyone has success with this?  I have sat on a call for almost 2 hours, using different import scenarios that were built to figure out the syntax with this.  We use the same syntax on another import scenario that gets the desired result where a dialog box is opened, a PO is selected, etc.  We either get that it can’t find the PO, that the Selected field cannot be null even though we set it to True, or no description of an error at all.  Thank you in advance for your assistance!


  • Freshman II
  • 2 replies
  • Answer
  • October 30, 2023

We reached out to Acumatica directly and they had a previous support case for this.  The attached import scenario successfully links a drop-ship PO to a sales order.


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2754 replies
  • October 30, 2023

Thank you for sharing the solution with the community @shumennyj!


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