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Hello, We need mass to close around 600 Transfers ...
# administration
m
Hello, We need mass to close around 600 Transfers Orders. I was looking at doing this via a CSV import, but it looks this option is not available. • Have any of you done something like this before? Thank you,
i
what status are they in? have they been fulfilled or partially fulfilled?
to close it would be similar to closing a sales order, you have to close each individual line, but you dont want to close if its in a pending receipt status
m
Mass close by script
m
They are all in Pending Fulfillment. I don't know scripting, so I was hoping there was another way to do this.
m
Or create a scheduled workflow ( based on saved search with your pending fulfillment TO) with set field value action on sublist item Closed line = true
m
I will test all this and let you know. THANK YOU
✅ 1
I was able to close PO's using CSV. Now I have to close Requisitions, but Requisitions do not appear on the Record Type dropdown selection on the CSV. • Any ideas how to do this?
m
I don’t use requisition It’s like Purchase order ? You need to close line ?
m
Yes, but doesn't appear as available on CSV's. I need to close more that 1,500 of them.
m
Use what a said for TO create a scheduled workflow ( based on saved search with your Requisition) with set field value action on sublist item Closed line = true
m
I will try that. Learning a lot from all of you guys. I am a one man show here and appreciate every single piece of help I get. THANK YOU
@Marc I have done small workflows in the past; but I am not an expert. I tried to create an scheduled workflow to close Requisitions based on a saved search results and It didn't work. I am a one man show in this company, spreading myself too thin. No idea how to do this.
m
Show me your saved search and your wf
m
Thank you so much for helping me with this.
Requisition Close - Scheduled Workflow.pdf
m
The setup is not good Create sublist group and select sublist item
And set action set field value on this sublist item
Don’t touch trigger on ( let Entry) on your set field value
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