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Upload Sales Orders |
Uploads sales orders into one or more Exact Online companies. An Excel sheet with a pre-defined format is used as the source of the sales orders.
The limit of approximately 1 million rows is considerably larger than the Exact Online default. This app will help you import large volumes of sales orders across multiple companies in one go.
However, take note that each individual upload must be completed within 3 minutes.
Each line in Excel represents a sales order lines, which is grouped into sales orders by the journal code and account code.
The actual internal uploads take place in many small parts to circumvent limits in the Exact Online APIs.
Upload Excel with sales orders into Exact Online
Setup Sample
A sample Excel import file is available with the following contents:
Excel sample file with sales order lines to upload into Exact Online
The result in Exact Online will look similar to:
Sales order lines created in Exact Online
Parameters
The following parameters can be specified:
•Exact Online company division code to be used when the Excel sheet contains no explicit value for division code.
•Original system reference to relate the import file with the import result.
•Excel workbook to upload with extension 'xlsx'.
Excel Format
The Excel workbook must contain a worksheet with the name 'Sales Order Lines'. The contents of the first row are ignored to leave space for column headings.
The columns from left to right are:
•Exact Online company's division code (optional).
•Journal code.
•Account code.
•Item code.
•Quantity.
•Unit price.
•Amount.
•Start date.
•End date.
•Description.
Checks
The following checks are performed before loading the data into the Exact Online companies:
•The Exact Online company's division codes must all refer to an active company the user has access to (gmr006).
•The journal codes must refer to existing journals in the companies (gmr007).
•The account codes must refer to existing accounts in the companies (gmr008).
•The item codes must refer to existing items in the companies (gmr010).
Output
The output is an Excel workbook with the following worksheets:
•Overview of the data imported.
•Results, with one row per fragment uploaded to Exact Online.
The results include a column with XML to manually correct and re-load individual failed sales orders.
Limits
There are no limits on the number of records that can be uploaded in one upload. However, Excel poses a limit of 1 million rows per worksheet.
