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Hi all Is it possible to change one item in a tra...
# general
k
Hi all Is it possible to change one item in a transaction through csv import? For example, I have a transaction, let's say sales order, with items A, B and C, and I want to change item B with item D. Is there a way to do that? Thanks!
r
The best way I have found to do this is use the overwrite sublists checkbox on import options, so it just replaces the whole item list with the CSV
k
Oh okay
r
using the update option never produces the results properly for me
k
Yeah learned that the hard way lol
r
you update, as well as replace sublist
k
So okay, I would have to add all the items right?
r
I would have the entire list of items you want on the SO on the CSV
and replace the sublist
k
Got it
Makes sense. Thanks!
r
there may be another way, but it wasn't worth the struggle for me
l
@Kristofer Nael Mayordomo Be careful using overwrite sublists if the SO has related records (i.e. Invoices, RMA's, etc.) as this will break the connection to those.
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k
Yea I figured. That's why I asked if there's a way to update just one line
I didn't want to mess up the chain of records related to it
r
related to the line items? or the transaction?
for example if you have created work orders off those line items, they may be linked and this replace sublists may not be the way in that case
if it's already fulfilled or billed this may also not be best option
k
These transactions are closed
In that case csv import wouldn't be advisable too, right?
r
I wouldn’t Unless you can get update to work properly
Hopefully another can chime in with experience updating sub lists
k
Can it be done through script?
Hi all! Anybody have additional ideas about this?
k
I would bet you could do it with script - but I'd be Super cautious about using the overwrite sublist option on CSV imports
break all kinds of transaction connections like SO-Invoice/Fulfillment
k
yeah i figured
right now Im manually deleting line by line after adding the item i wanted to change lol. gonna be a long day
l
Just a quick question - if they are closed, why bother?
Also what transaction type is it? I believe with SO's you can export the "Line ID" via a SS, then import this same Line ID with a new SKU. I have never done this, so you might want to test it first.
k
omg this could've helped me speed up the task lmao
i'll keep this in mind. this could work. thanks
need to delete the item that's in the closed SO's and replace it with the new revised item
l
@Kristofer Nael Mayordomo let me know if it works, I've never tried it before, but it could be useful someday.
k
@Lee Hopper haven't got a chance to try since I finished the whole thing before I got the suggestion lmao
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