Bill Multiple Purchase Orders in One Bill via CSV Import

I. Create the CSV file:

1. Add the following columns on the file:

• External ID - External ID to be assigned to the vendor bill

• Vendor Name - Name of vendor in NetSuite (Make sure the spelling and format is exactly the same as how it shows on NetSuite UI/screen)

• Date - Date of the Bill

• PO Number - The document number of purchase orders (PO) that will be billed

Note:

• Under the PO Number column, indicate the PO numbers that you want to bill in single bill in a single cell. For example, the PO numbers inputted in the cell should look like this: PO-001,PO-002,PO-003,PO-004. (Example is when Auto-Generated numbering is enabled for POs. Make sure the spelling and format is exactly the same as how it shows on NetSuite UI/screen).

• There is a preference to set the custom delimited key that will be used for Multi-Select Values. The example above used comma (,) key. Check the preference and use what is preferred. Check the CSV import delimiter for multi-select values delimiter by going Setup > Import/Export > CSV Import Preference > Custom Delimiter for Multi-Select Values.

• Capture all POs in one cell by using the Concat function in excel. Here are the steps to combine multiple PO numbers in one cell in the CSV file:
  a. Copy all of the intended POs in a blank space and add a comma (,) in the cell on its right. Example: PO-001 (cell C1) and , (cell D1).
  b. Use the excel formula to combine the cells: =C1&D1
  c. The expected result in cell E1 would be: PO-001,
  d. Then i use the Concat formula in cell E1 downwards to combine the columns in one cell: =CONCAT(E1:E4)
  e. The PO numbers will be contained in the 1 cell and make sure that there is no comma key on the last part of the cell.
  f. Lastly, copy under the PO Number column.

II. Import CSV file:

1. Navigate to Setup >  Import/Export > Import CSV Records

2. In the Scan & Upload CSV File, set the following:
   a. Import type - Transactions
   b. Record type - Vendor Bill
   c. Upload CSV File
   d. Click Next       

      3. In the Import Options, set Data Handling = Add.

 4. In the File Mapping Tab, remove NetSuite field: Vendor Bill Items: Item (Req). Then map:
     a. Vendor Name <==> Vendor Bill Vendor (Req)
     b. External ID <==> Vendor Bill : ExternalId
     c. Date <==> Vendor Bill : Date (Req)
     d. PO Number <==> Vendor Bill : Purchase Order
     e. Click Next

5. Save mapping & Start Import
    a. Import map Name: Enter Name
    b. Click Save & Run