Import Closed Sales Orders for Historical Reference

Scenario

Import historical Sales Orders without having them affect the current Inventory levels. 

Solution

Sales Order needs to be imported with a closed status. There are two alternative ways to do this:

• Add a column to the CSV file that has the header Closed and each line to be imported has the value of Yes
• This can then be mapped to the Closed field under the Sales Order Items folder during import 
• As a second option, we may set the default value as Yes for the Closed Item line field in the mapping stage of the import

Below are the steps to perform the CSV Import of Sales Orders with Closed Status:

1. Navigate to Setup > Import/Export > Import CSV Records   
2. Import Type > Select Transaction    
3. Record Type > Select Sales Order 
4. Select the CSV file to import > Click Next  
5. Data Handling > Set Add > Click Next 
6. Field Mapping page > Map fields from the CSV file to the NetSuite fields 
7. Expand Sales Order Items folder > Select Closed > Use the pencil Icon to set the default to Yes or map to the closed column added on the CSV File > Click Next  
8. Rename Import Map Name 
9. Click Save&Run