Scenario
The user wants to change the Terms in the Vendor Bill via CSV Import.
Solution
A. Create a Saved Transaction Search to pull up all Open Vendor Bills for a particular Vendor. Follow the steps below:
1. Navigate to Reports > Transactions > Saved Searches > All Saved Searches > New.
2. Select Transaction.
3. In the Criteria tab > Standard subtab, add the following:
a. Type is Bills
b. Status is Open
c. Name is [Set the Name of the Vendor]
d. Main Line is False
4. In the Results tab > Columns subtab, remove all and add the following:
a. Name
b. Internal ID
c. Date
5. Change the Title.
6. Click Save and Run.
7. Export the results to a CSV File.
Note: Add another column for the Terms in the said CSV file which will be used in importing.
B. To do the CSV Import to update Terms of the Open Bills, please do the following steps:
1. Navigate to Setup > Import/Export > Import CSV Records.
2. In the Important Assistant Page do the following:
a. Scan & Upload CSV File
- Import Type = Transactions
- Record Type = Vendor Bills
- Click the Select… button > choose the file to be used.
- Click the Next button.
b. Import Options > choose Update > click the Next button.
c. Field Mapping
- Internal Id = Vendor Bill : Internal ID
- Vendor = Vendor Bill : Name
- Date = Vendor Bill : Date
- Terms = Vendor Bill : Date
- Click the Next button.
d. Save mapping & Start Import
- Enter an Import Map Name
- Click Save & Run.
3. In the Confirmation > click Import Job Status.