Tag: csv

Resolve Error: “Please choose item to add” when Updating Cash Sale and Invoice via CSV Import

User is encountering an error message: Please choose item to add when performing Cash Sale and Invoice CSV Import Update if the transaction lines being updated include a non-item transaction line such as Tax Line, Shipping Line and Cost of Sales Line. Solution Open CSV file Remove Tax Line, Shipping Line, and Cost of Sales… Continue reading Resolve Error: “Please choose item to add” when Updating Cash Sale and Invoice via CSV Import

CSV Import Update of Cash Sale Error: The total inventory detail quantity must be XXX.

Customer is encountering an error in CSV Import Update of Cash Sale Error: The total inventory detail quantity must be XXX. Solution: Perform CSV Import by following the steps and field mapping below: Setup > Import/Export > Import CSV Records Import Type = Transactions Record Type = Cash Sale Data handling: Update Map the following… Continue reading CSV Import Update of Cash Sale Error: The total inventory detail quantity must be XXX.

Change Payment Terms on Invoice Sourced from Sales Order Instead of Billing Schedule via CSV

When the Billing Schedule attached to a Sales Order has Payment Terms assigned, the Invoice created will follow the terms set on the Billing Schedule instead of the Sales Order, which populates from the Customer Record. If you want to change Invoices already created to use the terms from the Sales Order instead a search… Continue reading Change Payment Terms on Invoice Sourced from Sales Order Instead of Billing Schedule via CSV

Parsing CSV Contents using Papa Parse

Solution We can parse CSV contents using papa parse library script and update the contents of CSV. Library script is added below (one drive link) papaparse.min.js You can add this script to the file cabinet and add the script to the define function. Sample code shows parsing a csv and updating contents. Converting a column… Continue reading Parsing CSV Contents using Papa Parse

Convert Array to CSV

/** * Converts a value to a string appropriate for entry into a CSV table. E.g., a string value will be surrounded by quotes. * @param {string|number|object} theValue * @param {string} sDelimiter The string delimiter. Defaults to a double quote (“) if omitted. */function toCsvValue(theValue, sDelimiter) { try { var t = typeof (theValue), output;… Continue reading Convert Array to CSV

Things to understand before the CSV Import

If we want to do the CSV import into the target account, we need to check some of the following  Make the values in the columns ‘Inactive’ and ‘Summary’ as ‘FALSE’  (If an account is Inactive, then the child accounts are not imported into the target account and it will create an error while the import… Continue reading Things to understand before the CSV Import