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  • 1.  VI import SO Header from a FORM

    Posted 08-27-2019 18:31
    Hitting a wall with importing this afternoon!  Any guidance would be immensely appreciated.
    Is it possible to import a Sales Order with header field in a form, not in a row?  In the attached screenshot I've highlighted the header fields.  No issues with Lines, as they are in rows. Job Definition is also attached.  Thank you!

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    Michelle Taylor
    ERP Consulting Manager, CS3 Technology
    918-388-9772
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  • 2.  RE: VI import SO Header from a FORM

    Posted 08-28-2019 03:09
    This is more of a candidate for a custom import program instead of V/I. That's how I've done these before. But since everyone around here is Excel savvy (me excepted), what if you used that feature to insert a Named Range for each header field. E.g. OrderDate = C2, CustNo = C3, PONo = C4, BADDR = C7, BCITY = C8, etc. Then in a new tab / worksheet designate a row where each column references the named range. So A1 could be =OrderDate, A2 --> =CustNo, A3 --> =PONo etc. For the lines you do something similar. The point is the new sheet ends up looking more like a traditional data file that's V/I friendly. Then your import job can have the box checked for Header Separate from Line Record and in Records tab, tell it how to Skip records and how to ID a Header record.

    Well I'm prolly blowing smoke but maybe this could lead to a better idea.

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    Alnoor Cassim

    Free Agent Developer and Consultant
    CallForHelp.biz
    Email: alnoor@callforhelp.biz
    Orange County, CA
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  • 3.  RE: VI import SO Header from a FORM

    Posted 08-28-2019 07:21
    I did this for a customer by creating a second sheet and putting the header information in a readable ( row ) format. They are using the Excel worksheet as a way for their dealers to order. Seems to work but not super elegant in design.

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    Wayne Schulz - Schulz Consulting - 860-516-8990
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  • 4.  RE: VI import SO Header from a FORM

    Posted 08-28-2019 09:04
    I'm with Alnoor and would use an app/script to read the Excel sheet and write the order with the API.

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    Eric Lunceford
    First Mate Business Solutions
    Oklahoma City, OK
    877-880-8960
    https://www.firstmatellc.com/
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  • 5.  RE: VI import SO Header from a FORM

    Posted 08-28-2019 09:39
    Thanks @Alnoor Cassim and @Wayne Schulz! Will look at creating a new input sheet.​​

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    Michelle Taylor
    ERP Consulting Manager, CS3 Technology
    918-388-9772
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