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Is there a way to import Sales Orders type SO with status closed and SoLine.OrderQty equal to SoLine.ShippedQty? We have not been able to do this.
Perhaps there is a way to import the SO with SoLine.ShippedQty = 0, then import shipping tickets as closed with the SOShipLine.ShippedQty = SoLine.OrderQty to close out the SO. The issue is, the Shipment would have to be imported as closed. There would be a related Invoice.
Also, we have partial Sales Orders, some of the items have fully shipped, others on back orders. Is there a way to handle this with the import scenario.
SoLine.ShippedQty is read only as you pointed out so I don't see how you would import into it.
You could try importing shipments then reverse the GL impact, but it always get messy with partials / back orders.
Personally, I try to stay away from importing history if possible and use a method like this instead:
https://www.augforums.com/importing-historical-data-acumatica-cool-twist/
Agreed, history is a pain. Seen that link before, its a very viable solution. What we did was import closed sales order with an order type of "OH" for Order history and its a native "QT" or Quote type SO, so it does not show up anywhere for allocation, on demand, etc. Then we added a custom field to link the closed shipments to a table like the link you posted. Sometimes you have to get creative. We closed a deal in Canada, beat out MS Nav and SAP because we committed to importing the history, we did it.
Clever solution. I like it!
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