Vendor Credit Using CSV Import

2 CSV files below need to be prepared prior to CSV import then follow the steps provided:

1. Create a CSV file with the following information
2. Primary File contains Internal ID of the Vendor Credit
3. Secondary File contains:

• Vendor Credit Internal ID
• Vendor Internal ID
• Vendor Bill Internal ID
• Amount to Apply

1. Navigate to Setup > Import/Export > Import CSV Records
2. Import Type: Select Transactions
3. Record Type: Select Vendor Credit
4. Select Multiple Files to Upload 
5. Primary File – Vendor Credit: Select Primary File
6. Linked File (Optional) – Vendor Credit Apply: Select Secondary File
7. Click Next
8. Data Handling: Select Update
9. Click Advanced Options
10. Custom Form: Select Custom Form
11. Click Next
12. Primary File Key: Select Vendor Credit Internal ID
13. Columns: Select Vendor Credit Internal ID
14. Click Next
15. Your Fields: Select Vendor Credit Internal Id – Netsuite Fields : Select Vendor Credit : Internal Id
16. Your Fields: Select Amount to Apply – Netsuite Fields : Select Vendor Credit Apply : Payment
17. Your Fields: Select Vendor Bill Internal ID – Netsuite Fields : Select Vendor Credit Apply : Apply
18. Your Fields: Select Vendor Internal ID – Netsuite Fields : Select Vendor Credit : Vendor
19. Note: Click the pencil icon for Vendor Internal ID and Vendor Bill Internal ID, select Internal ID in the Choose Reference Type dropdown field, click OK.
20. Click Next
21. Import Map Name: Enter Name
22. Click Save and Run