Close Sales Order Line Items via CSV Import

Need to close sales order/s via CSV import.

A. Create a CSV Import file with the following headers:

1. Navigate to Lists > Search > Saved Searches > New
2. Click Transactions
3. Search Title: Enter Title
   Example: Open Sales Order with Line ID
4. Filters:
   1. Select Type
      1. Type: Select Sales Order
      2. Click Set
   2. Select Main False
      1. Type: Select Yes
      2. Click Set
   3. Select Tax Line
      1. Type: Select No
      2. Click Set
   4. Select Shipping Line
      1. Type: Select No
      2. Click Set
   5. Select COGS Line
      1. Type: Select No
      2. Click Set
5. Click Results
6. Click Columns 
7. Field:
   Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.
8. Click Remove All
   • Select Internal ID
   • Select Line ID
9. 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
2. Click Next
3. Data Handling: Select Update
4. Click Next
5. Field Mapping:
   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
6. Click Next
7. Import Map Name: Enter Title
   Example: Closed Sales Order line
8. Click Save & Run