How to import multiple sales orders from a customer with integration manager?

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Posted on by Community Member Microsoft Employee

Hello,

I have an online customer submitting online orders to me. How do I use integration manager to import multiple sales orders? Here is a sample data of 2 orders.

Date	Cust ID	PO No.	ITEM	QTY
29-Jun	AMZ	AA	123	2
29-Jun	AMZ	BB	456	1
29-Jun	AMZ	BB	789	2

I understand IM generate SO number for each order. How do I tell IM create a new SO for each PO number?

Thanks for any help.

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L Vail 65,271 on at

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RE: How to import multiple sales orders from a customer with integration manager?

Hi,
The Group By function will not work for you in a single data source. You need two sources, but you can create the sources from the same data file. One source needs to be just as Donnette advised, use 'Group By' PO number. This will become your SOP header record. The Group By feature is in the Sorting tab of the Source definition. It's on the right-hand side.
Create the line item source by mapping your line item detail as you normally would from your data file. You need the PO number to relate the two fields, but on the integration mapping, you leave the SOP Number at Use Default. So, you kind treat the PO Number as if it were the SOP number.
Kind regards,
Leslie
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Community Member Microsoft Employee on at

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RE: How to import multiple sales orders from a customer with integration manager?

IM has a group by feature that will allow you to create a sales order for each PO when grouped by PO Number.