Assigning and Fulfilling Orders Using CSV File Import
When assigning and fulfilling orders using CSV file import:
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The CSV file should contain only the order numbers column. You can download the sample CSV file from the link in the CSV Import – Assign and Fulfill Orders page.
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The Validate Expiry Date When Fulfilling From CSV or Web Services field enables you to validate the lot expiry date. You can select one of the following options:
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As per Location Preference – Considers the setting in the FEFO Lot Assignments preference for that location.
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Yes – Validates expiry date for all sales order line items.
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No – Does not validate expiry date for any sales order line item.
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The feature supports only UTF-8 encoding.
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The following field selections are used when making lot assignments and item fulfillments:
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Date – The value in this field is considered when making lot assignments.
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Posting Period – The value in this field is applied in the item fulfillment created from this page.
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Set Shipment Status to – The value in this field is applied in the item fulfillment created from this page.
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Using CSV import, you can import up to 2500 line items in the sales orders.
To assign and fulfill orders using CSV file import:
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Go to Lists > FEFO Lot Assignments > CSV Import – Assign and Fulfill Orders.
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Click Choose File.
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From the Open window, navigate to the CSV file and click Open.
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(Optional) To change the expiry date validation setting, select the required option from the Validate Expiry Date When Fulfilling From CSV or Web Services list.
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From the Bulk Fulfill from Location list, select the location from which you want to fulfill the orders.
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From the Posting Period list, select the posting period in which you want to account the transaction.
You cannot post to a closed period.
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Click Assign & Fulfill.