Grid Template Assignment
When you use CSV Import for grid purchase order and sales order transactions, the grid template assignment for assembly and inventory matrix items depends on the following fields:
-
Grid Item ID – This field is located in the CSV Import file.
-
Grid Template – This field is located in the CSV Import file.
-
Preferred Grid Template – This field is located on the Custom subtab of the item record.
To identify the grid template assignment in the transaction record, you may refer to the following table of scenarios:
|
Grid Item ID Input in the CSV Import File |
Grid Template Input in the CSV Import File |
Preferred Grid Template Input in the Item Record |
Grid Template Assignment in the Transaction Record |
|---|---|---|---|
|
Blank |
Blank |
With Value |
Preferred Grid Template |
|
Blank |
With Value |
Blank |
Grid Template |
|
Blank |
Blank |
Blank |
Nongrid (2) |
|
Blank |
With Value |
With Value |
Grid Template |
|
With Value(1) |
Blank |
With Value |
Preferred Grid Template |
|
With Value (1) |
With Value |
Blank |
Grid Template |
|
With Value (1) |
Blank |
Blank |
Nongrid (2) |
|
With Value (1) |
With Value |
With Value |
Grid Template |
|
(1) The system ignores any value given to the Grid Item ID in the CSV Import file. (2) Nongrid refers to an item that does not display in grid format. |
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For more information about CSV Imports, see Importing CSV Files with the Import Assistant.
Viewing the Grid for the Item Record
After importing grid purchase orders and sales orders using CSV Import, the transactions appear on the Purchase Orders and Sales Orders pages respectively. You can view the templates associated to the item records in the transaction.
To view the grid for the item record:
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Go to Transactions > Purchases > Enter Purchase Orders > List or Transactions > Sales > Enter Sales Orders > List, depending on the selected transaction type.
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On the transactions list, search for the transaction from your CSV Import file and click Edit.
-
On the Items subtab, the items included in the transaction are listed. To view the grid for an item, scroll to the right and click the icon in the Link column.
SOAP Web Services Support for Grid Purchase Orders and Grid Sales Orders
SOAP web services is another method to import transactions to your account. For more information about using SOAP web services, see SuiteTalk SOAP Web Services Platform Overview.