Currently, we still don’t have the ability to add both Inbound Shipment transactions and associated Landed Cost in one CSV Import only. This is also true if we use the multiple file import separating the Inbound Shipment and Landed Cost.
In order to import inbound shipment transactions and the landed cost associated with them, the user may:
- Import Inbound Shipments without landed costs
- Once Inbound shipments have been created, import landed Costs by updating Inbound Shipment records
Perform the following detailed steps:
Step 1: Import Inbound Shipment without Landed Cost
1. Create a CSV file with the following columns:
- External ID
- Purchase Order
- Item Name/Number
- Receiving Location
2. Navigate to Setup > Import/Export > Import CSV Records
3. On the Import Assistant page, set Import Type = Supply Chain
4. Under Record Type, select Inbound Shipment
5. Select the CSV file to be imported6. Click Next
7. Under Data Handling, select Add
8. Click Next
9. Under Fields mapping set the following:
- External ID <> Inbound Shipment: External ID
- Purchase Order Number <> Inbound Shipment Items: PO (Req)
- Item Name/Number <> Inbound Shipment Items: Item (Req)
- Receiving Location <> Inbound Shipment Items: Receiving Location
10. Click Next11. Add an Import Name
12. Click Save and Run
Step 2: Import Landed Costs by updating the Inbound Shipment Records
1. Create a CSV file with the following columns:
- External ID
- Cost Category
- Amount
- Allocation Method
- Associated Items
2. Navigate to Setup > Import/Export > Import CSV Records
3. On the Import Assistant page, set Import Type = Supply Chain
4. Under Record Type, select Inbound Shipment
5. Select the CSV file to be imported
6. Click Next
7. Under Data Handling, select Update
8. Click Advanced Options ->CUSTOM MULTI-SELECT VALUE DELIMITER = |
9. Click Next
10. Under Fields Mapping, set the following:
- External ID <>Inbound Shipment: External ID
- Cost Category <> Inbound Shipment Landed Cost: Cost Category
- Amount <> Inbound Shipment Landed Cost: Amount
- Allocation Method <> Inbound Shipment Landed Cost: Allocation Method
- Associated Items <> Inbound Shipment Landed Cost: Associated Items (Req)
**Note: Make sure that the CSV has the same text as the options in the Associated Items dropdown on the Inbound Shipment record
11. Click Next
10. Click Save and Run