Import Scenario for Editing Existing SOs
I am currently trying to understand if the Import Scenario is a viable option for addressing bulk edits of SOs within acumatica within the 2019R2 environment.
The problem: We have an SO with SKU1 , SKU2, SKU3 that is open and waiting for a shipment to be created. SKU2 is out of stock and has no timeline for being re-stocked. SKU4 would be a viable replacement for SKU2 but the manual editing for 100s to 1000s of SOs at 3 minutes per adds up.
Solution: Using an import of OrderNbr (SOs) and SKU4 , we modify target SOs by substituting SKU2 with SKU4.
I have to imagine this is a common issue / goal of a lot of businesses using Acumatica so before I go down the rabbit hole trying to reinvent the wheel figuring it out I thought I would simply ask.
In addition are there any particular course videos that might be especially relevant to this issue? As I begin working my way through the catalogue.
I don't see why this wouldn't be possible... you should be able to use the @@ to lookup Sku2 in the document details and then change the inventory ID to Sku4
You'd need to do one edit manually first to confirm that the outcome is what you expected. For example, after changing the Inventory ID, some other columns might also be changed on the SO line (eg. Unit Price & Amount).
There's only one relevant training course of IS: https://openuni.acumatica.com/wp-content/uploads/2017/08/I100_IntegrationScenarios_2019R2.pdf
You probably want Example 2.5.3.
You might want to repost this Discussion Topic in the Import and Export Scenarios forum on the new official Acumatica Community website:
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