Home Forums Import Export PowerTool Sales and purchase imports finish with no errors but create no records.

Viewing 2 posts - 1 through 2 (of 2 total)
  • Author
    Posts
  • Saad FiazSaad Fiaz
      Post count: 1

      We are migrating open sales and purchase documents, along with the custom linkage between them, using the Import Export Power Tool. While the tool successfully imports items while testing, it does not import the sales and purchase documents. The import process completes without any errors, but no records are created or updated.

      Additional Details:

      Sales quotes are linked to purchase quotes through a customisation on the Sales Line.

      The custom table provides options to create a Purchase Quote or Purchase Order from a Sales Quote/Order.

      The system also maintains a link between Sales Quotes/Orders and their corresponding Purchase Quotes/Orders.

      The requirement is to upload: Open Sales Quotes, Open Sales Orders, Open Purchase Quotes, Open Purchase Orders, and the custom linkage between the related sales and purchase documents

      A successful test was completed by importing items using the Import Export Power Tool.

      The source data was converted from Excel to a plain text file, as the tool only supports text file imports.

      When attempting to import the sales and purchase documents, the import finishes without any errors, but the expected documents are neither imported nor updated. Assistance is needed to determine why the import is completing without processing the records.

      Terri Vaive
        Post count: 503
        Upvote
        Up
        0
        Down
        Not Helpful
        ::

        Hello Saad,

        Install, configuration and user guides can be found in our Knowledge Base here:
        https://kb.dmsiworks.com/knowledge-base/install-and-configure-the-import-export-powertool/

        You could try again with “Do Two-Step Insert” enabled which will first insert with just the PK fields then do another pass to update with the remaining data.

        You can also try to import without any no “Validate Field Data” and then import it again with it enabled. Some tables require the record to exist before it can set or validate other fields.

        Thank you,

      Viewing 2 posts - 1 through 2 (of 2 total)
      • You must be logged in to reply to this topic.