Scenario: Customer wants to update Vendor Bill status via CSV.
Solution:
Users with enough permission can perform a CSV Import to do such and avoid manually updating them. Below are the steps:
Create a CSV file with the following columns:
Internal ID – enter the Internal IDs of the Vendor Bills for updating.
Approval Status – enter ‘Approved’
Perform the CSV import by going to Setup > Import/Export > Import CSV Records.
In Scan & Upload CSV File step, set below:
Import Type = Transactions
Record Type = Vendor Bill
Click Select button > choose file created on Step 1 above.
Click Next
In the Import Options step, do below:
Data Handling = Update
Advanced Options > unmark the RUN SERVER SUITESCRIPT AND TRIGGER WORKFLOWS checkbox
Click Next
In the Field Mapping step, map below fields:
Approval Status = Vendor Bill : Approval Status
Internal ID = Vendor Bill : Internal ID
Click Next
In Save mapping & Start Import step,
Enter an Import Map Name
Click Save & Run