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R3: How to import charges for sales order headers?

  • 1.  R3: How to import charges for sales order headers?

    TOP CONTRIBUTOR
    Posted Jan 21, 2020 09:32 AM

    I'm working on wrapping up our data migration schema (using DIXF/DMF) for our upgrade from R2 to R3.  We would like to import open sales order lines.  However, we also need to import MarkupTrans records for the sales order headers, and Microsoft appears to have neglected that feature in the standard data entities.

     Have you (or anyone you know) imported open sales orders using DIXF?  If so, how did you import MarkupTrans (charges) for the sales order header?  (e.g., delivery charges)

    *(Note:I see there is a feature to import MarkupTrans information on the sales lines, but in our case we want to import it on the sales order header, which is where it is coming from in our R2 environment.)

    Thanks in advance for any help you may be able to provide.



    ------------------------------
    Daniel Zook
    Director of IT
    Lehman's
    Dalton OH
    ------------------------------
    Conference-AXUG_200x200


  • 2.  RE: R3: How to import charges for sales order headers?

    TOP CONTRIBUTOR
    Posted Jan 22, 2020 11:40 AM

    Quick update on this: I ended up creating a custom entity that allows me to import MarkupTrans (open charge transactions) on S/O and P/O headers, all from one source file.

     If you are curious about the details on this, just let me know and I'll share.



    ------------------------------
    Daniel Zook
    Director of IT
    Lehman's
    Dalton OH
    ------------------------------

    Conference-AXUG_200x200


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