RE: How do I create a Purchase Order via CSV import?
Hello. I regularly receive Purchase Order requests from my internal customers with 100+ line items on an Excel file. Historically, I have created these Purchase Orders manually by inputting each line item individually. This process can take hours to complete. Is there a way to create a purchase order by uploading a properly formatted CSV file? I know how to upload CSV files to NetSuite, but I am having trouble converting the data into a Purchase Order.
Purchase Orders are a normal csv import like any other transaction under Setup > Import/Export > Import CSV Records. Select Import Type of “Transactions” and Record Type of “Purchase Order”. Other than that it’s just a matter of doing the mapping and working through any errors/data issues, like any other csv import. Is there a particular issue you’re running into with your import?