Close Sales Order Line Items via CSV Import

1. Navigate to Lists > Search > Saved Searches > New
2. Click Transactions
3. Search Title: Enter Title
4. Example: Open Sales Order with Line ID
5. Filters:
6. Select Type
7. Type: Select Sales Order
8. Click Set
9. Select Main False
10. Type: Select Yes
11. Click Set
12. Select Tax Line
13. Type: Select No
14. Click Set
15. Select Shipping Line
16. Type: Select No
17. Click Set
18. Select COGS Line
19. Type: Select No
20. Click Set
21. Click Results
22. Click Columns 
23. Field:
24. Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.
25. Click Remove All

• Select Internal ID
• Select Line ID

1. Click Save

 

 

B. Close line items using CSV import:

 

1. Navigate to Setup > Import/Export > Import CSV Records

• Import Type: Select Transactions
• Record Type: Select Sales Order
• CSV Files: Select the CSV File

1. Click Next
2. Data Handling: Select Update
3. Click Next
4. Field Mapping:
5. Note: Map the fields according to the CSV file selected. 

• Internal ID: Click Item: Internal ID
• Closed: Click Items: Closed
• Line ID: Click Items: Line ID

1. Click Next
2. Import Map Name: Enter Title
3. Example: Closed Sales Order line
4. Click Save & Run

 

 

 

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