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| # | Field | Description |
|---|---|---|
| 1 | Import to Customer No | The customer number that system create SO for the import file |
| 2 | Order No. Prefix | The Sales Order number prefix that system create SO for the import file |
| 3 | SO Group By | Select how to create sales order by the import file. Two option is available (1) Group by Order Date / (2) Group by Shipment Date |
| 4 | First Row ID | The 1st row in import file with sales line data use for creating sales order |
| 5 | Use System Discount | Select When the option if the line discount according to the setup in Sales Price & Discount table for example, if the customer (1), item has 5% discount. when the order line imported, 5% line discount default to the sales line. if the option is turn-off, that means if sales price & discount table has 5% discount, the order line will not have the discount. is selected, system will use the discount for the customer its setup in business central. No matter the discount field is mapped in Configure Excel Column, the data in import file to be ignorein this case, the template will not have discount column. |
| 6 | Calculation | Select the appropriate option if needs. either one option Calculate Unit Price - the unit price Sales order line is calculated by Sales Price / Qty, sales price means total amount of the line. in this case, the template will only have unit price - select this option for always use the sales price to calculate the unit price. - when this option is selected, no matter the unit price field is mapped in Configure Excel Column, the data in import file to be ignore. Calculate Sales Price - select this option for always use the sales price in sales order line is calculated by Unit Price 8 Qty, sales price means total amount of the line. in this case, the template will only have setup in system to calculate sales price. |
