More information

Data Import/Export Checklists

Data Import/Export FAQs

Importing Sales Orders

Header

The following table defines field references used in the Sales Order section of the MasterOE.DEF file:

Note that the Customer ID must be listed before the shipping address code in the CSV file in order for it to import.

Table: tblOESalesOrder
Context Section: CONTEXT,OENTRY,HEADER,HSALESORD
Field ID Req'd Field Length Default Value Notes

SALESORD_NUMBER

Y

15

 

Order Number

SALESORD_DATE

Y

Date

 

Order Date. Can be 6, 8, or 10 digit date.

SALESORD_
COMMENTS

N

255

 

Comments

SALESORD_
CASHCUSTOMER

N

2

 

Cash Sale? 0 = No; 1 = Yes

SALESORD_
ORDERTYPE

Y

1

 

Order Type - Q (Quote) or S (Sales Order)

SALESORD_CUSTID

Y

User Defined

 

Customer ID

SALESORD_
SHIPADDRCODE

Y

User Defined

 

Shipping Address Code

SALESORD_
SALESTAXCODE

Y*

User Defined

 

Sales Tax Code. *Required if user is taxable.

SALESORD_
REQSHIPDATE

Y

Date

 

Requested Shipping Date. Can be 6, 8, or 10 digit date.

SALESORD_
SHIPMETHOD

Y

50

 

Shipping Method ID

SALESORD_
CUSTPONUMBER

N

25

 

Customer Purchase Order Number

SALESORD_
PMTMETHOD

Y

25

 

Payment Method

SALESORD_
AMTRECEIVED

Y*

Currency

0.00

Amount Received. *Required if SALESORD_CASHCUSTOMER is Y.

SALESORD_
CASHGLACCT

Y*

User Defined

 

Cash General Ledger Account. *Required if SALESORD_CASHCUSTOMER is Y.

SALESORD_
DEPOSITNUM

N

25

 

Deposit Number

Detail

Table: tblOESalesOrderDetail
Context Section: CONTEXT,OENTRYDETAIL,HEADER,DSALESORD
Field ID Req'd Field Length Default Value Notes

SALESORD_DTL_
CHARGECODE

Y

User Defined

 

Charge Code

SALESORD_DTL_
QTYORDER

Y

8

0.00

Order Quantity

SALESORD_DTL_
FIXPRICE

N

Currency

 

Fixed Charge. Used with Charge Code Calculation Method of VC. Calculated based on charge code.

SALESORD_DTL_
SALESPRICE

N

Currency

 

Unit Price. Used with Charge Code Calculation Method of VC. Calculated based on charge code.

SALESORD_DTL_
LINENUM

Y

2

 

Order Detail Line #

SALESORD_DTL_
SENDTOFULFILLMENT

N

2

 

Send to Fulfillment? 0 = No; 1 = Yes