Import Transactions With Customer Part Numbers

You can add or update line items on sales orders or invoices by importing CSV files, using scheduled scripts, or with web service.

Before you import customer part numbers, check out the limitations and guidelines in Limitations. Refer to the following guidelines for importing customer part numbers for transactions:

• Before you import transactions with customer part numbers, see Setup Requirements for Customer Part Number.

• You can’t import inactive customer part numbers, items, or customers.

• When creating your import file:

  • Include the item name or Internal ID of the item you want to add or update on the sales order or invoice.

  • Include the Internal ID of the sales order or invoice where you’re going to add the items. For more information, see Finding Internal IDs of Records

  • Make sure you've assigned customer part numbers to the items if you want to use them as references. Invalid customer part numbers in the file, or ones that aren’t found in the account, will cause the import for that transaction to fail. For more information about setting up customer part numbers, see Adding Customer Part Numbers to Item Records.

• When using the Import Assistant:

  • For Step One Scan & Upload File, select the following:

    • Select Transactions for import type.

    • Select the record type for sales orders or invoices.

  • For Step Two Import Options, in the Advanced Options section, select the appropriate custom form. Select SCM Sales Order - Customer Part No or SCM Invoice - Customer Part No.

  • For more information, see Importing CSV Files with the Import Assistant.

• When you update transactions, you can export them first and edit the file instead of making a new one. For instructions, see Exporting Lists.

  • Include the Internal ID of the transaction line items you want to update. For more information, see Showing Record and Field IDs in Your Account.

  • If you import a file with no customer part numbers, the item sublist will fill in details based on the items in your file. Any customer part numbers linked to those items will show up in the item sublist.

  • If you import a file with customer part numbers, the item sublist fills in details based on those part numbers. Keep these guidelines in mind:

    • To update the customer part number, make sure its associated item in the import file matches the one in the transaction line item.

      Note:

      Make sure you enter the correct new or updated customer part number in the import file. Otherwise, the line item details, including the item itself, will be overwritten.

    • To update an item, make sure its associated customer part number in the import file matches the one in the transaction line item.

General Notices