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.

Rookie Asked on October 20, 2022 in How To's.
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2 Answer(s)

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?

Intermediate Answered on October 20, 2022.
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For future reference, I have an article on my website going into the step-by-step process of importing purchase orders. Here is the link.

Rookie Answered on February 13, 2024.
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