Is there any way to import a purchase contract? It is not available as a record type on the Import Assistant, does anyone know of another way - 3rd Party, etc.?
j
James Morris
07/08/2019, 8:41 PM
@Alex K as in a Purchase Order?
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Alex K
07/08/2019, 8:43 PM
Purchase Contract
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James Morris
07/08/2019, 8:46 PM
Hmm...never used that feature before. I appear to have it, but have never enabled it.
James Morris
07/08/2019, 8:47 PM
Just spitballing here, but they said it's accessible on the vendor record - you can't import through an update of the vendor record can you?
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Alex K
07/08/2019, 8:55 PM
Ha, I also found out about it just a couple weeks ago.
Unfortunately that is also not possible. I have asked our developers and they said if it isn't available no way around that, best solution is a customer record then ha have a script that creates the contract from the custom record