CSV Import to Mass Close Purchase Order Lines – JCurve Solutions

Scenario

User wants to set Purchase Orders lines to Closed in bulk using Mass update or CSV Import. There is an enhancement currently logged under Enhancement # 62556 related to the use of Mass Update to close Purchase Orders in bulk. However, we found an alternate solution listed below.

Solution

Create a Saved Search
1. Navigate to Transactions > Management > Saved Searches > New
2. Click Transactions
3. Search Title: Enter Title
4. Click Criteria tab
5. Click Standard subtab
  1. Type: Purchase Order. Status: Purchase Order: Pending Receipt Note: Select the preferred status of Purchase Order that you intend to close.
6. Click Results tab
7. Click Columns subtab
8. Field:
  - Select Internal ID
  - Select Line ID
  - Select Item
  - Select Closed
  - Select Status
9. Click Save & Run
Export CSV file
1. Search Result: Click Export - CSV button
Check and Update the CSV File
1. Remove the rows with Line ID = 0
2. CSV file should include columns : Internal ID of the transaction, Line ID, Item and Closed
3. Save CSV file
Import CSV file
1. Go to Setup > Import/Export > Import CSV Records
2. Import Type: Transactions
3. Record Type: Purchase Order
4. Select the CSV file
5. Click Next button
6. Data Handling: Select Update button
7. Click Next button
8. Field Mapping page:
  - Internal ID <---> Purchase Order : Internal ID
  - Yes <---> Purchase Order - Items: Closed
  - Item <---> Purchase Order - Items: Item
  - Line ID <---> Purchase Order - Items: Line ID
9. Click Next button
10. Enter the Import Map Name
11. Click Save & Run button Note: Check if the Purchase Order lines used in the CSV import was changed to Closed.