can i run a csv import to close a record? RMA, ret...
# general
l
can i run a csv import to close a record? RMA, return to vendor etc??
k
if it's available to be imported, yes. By checking the closed box on the lines.
It has to meet the following conditions
1) a line ID can be provided 2) the closed field must not be hidden/disabled on your form
l
so i need to provide a line id for every item on the record?
k
I know for a fact you can close Sales orders and purchase orders - I'm less sure about RMAs/Vendor Returns, but I'd expect they are pretty similar in nature.
Build a saved search that references the lines you want to close and it should be available to be done.
r
Kevin is right. Here is a SA topic on Sales Orders which "should" work on other record types. https://netsuite.custhelp.com/app/answers/detail/a_id/24021/kw/csv%20close
l
ok ill give it a shot
thank you
k
Test on small sample. Only map the fields you have to.
l
ok