RE: Import Sales Order from Another App / mobile app / website app / SQL server / Excel
Hi,
If I am importing data with single line then it's working fine. But for multiple records it not importing correctly. My scenario is Import multiple sales orders from single excel sheet. I think still Sales order no is not auto generating. It's overriding on previous order no. I am mentioning full steps for your reference, please check whether I am following correct way?
1) Set up -> Sales & Receivable setup -> Number series -> Order No.s -> S-Ord = Defualt Nos. check box is ticked on, Manual Nos. is ticked on
2) Configuration Packages -> create new package with table no 36 and 37. Message confirmation asks me "Some fields have two or more related tables.
Do you want to check them?" -> clicked on Yes button
3) Edit - Config. Package Fields screen opens -> by default settings are there, I am not touching it. Just clicked on Close button
4) Select both the tables. Clicked on Excel menu options -> Export to Excel.
5) On the same exported excel previous records deleted and added new records.
6) As per your guidance, checked last order no and copied that no and pasted in excel sheet. Sales Header sheet No. column. Sales Line sheet Document no.
7) Same Configuration Package, select both the tables, menu Excel -> Import from Excel -> select both the tables, clicked on Import on above screen.
8) Message box asks me to update related records in related tables. Clicked Ok. (multiple times).