How to update a field in sales order with RapidStart?

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Posted on by Maddin

Hello guys,

I would like to update the field "Your reference" via RapidStart.

In the sales orders we have a value in there from time to time.

Now I have received an Excel file with the information for the field "Your reference".

Now I have exported all sales orders and only included the fields number and your reference.

In the Excel file, I have now changed the reference in the exported Excel list for the first three sales orders and uploaded them back into NAV.

However, when I transfer the file, I get errors as if I wanted to import all sales orders, but I only want to insert the new value, not the orders.

Does this work at all with RapidStart?

Thank you ;)

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Maddin 30 on at

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RE: How to update a field in sales order with RapidStart?

Thank you very much, it worked ;)
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Maria Chambel on at

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RE: How to update a field in sales order with RapidStart?

Hello,

You can try the following:

1 - In Configuration Package Card add table 36 and then click No. of Available Fields.

This will open a new page Config. Package Fields.

Click Clear Included button (this will remove all the fields that are not Primary Key):

After this, click Edit List, select the line for "Your Reference" and set Include Field to True:

Close this page.

This will be the result:

2 - In Config. Package Card lines click Export > Export to Excel

The file exported should only have 3 columns and will include all the sales documents (orders, quotes, invoices and so on). So, in the excel file delete the lines that you don't want to import and leave only the document No. to which you want to update Your Reference and fill Your Reference - example:

Save the file.

3 - Go back to NAV and in Configuration Package Card click Import > Import from excel.

After importing you can see how many records will be used to import:

4 - Click Apply button.

If everything is ok, you should get a message saying the records were modified:

Hope this can help you.