Import a Vendor Bill for multiple purchase orders using one CSV file.
I. Create the CSV file:
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
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:
Navigate to Setup > Import/Export > Import CSV Records
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