Skip to Content
This question has been flagged
salesimportsalesorder
2 Replies
5321 Views
Avatar
Peter

Which columns should Import file use to give status "Sales Order" instead of "Quotation" ?

Avatar
Discard
Avatar
Sudhir Arya (ERP Harbor Consulting Services)
Best Answer

Hi Peter,

Quotation and Sales Orders using same object (sale.order) but they are differentiated by Status field. If status is in (Draft, Send, Cancel) that mean it is a Quotation, otherwise it is a Sales Order.

Basically you just need to export state column/field during importing file.

Sudhir Arya
ERP Harbor Consulting Services
Skype:sudhir@erpharbor.com
Website: http://www.erpharbor.com
Avatar
Discard
Avatar
Peter
Author Best Answer

Hi Sudhir Arya,

    I added Status columns and filled "Sales Order" but It is still be "Quotation" after importing.

   But It was accepted when status is "'Quotation Sent"

    Do I need to do something else ?

    Could you give me the template you succeeded importing ?

    Thank you so much.


Avatar
Discard
Related Posts Replies Views Activity
new row for relation "res_partner" violates check constraint Solved
sales import
Avatar
Avatar
4
Dec 23
22644
Import Sales orders Failed because not paid since 30 days
import salesorder
Avatar
1
Oct 15
6023
Suddenly the products cannot be imported anymore Solved
sales product import
Avatar
1
Jul 25
882
Monitoring Sales Order
sales status salesorder
Avatar
Avatar
1
Nov 24
1066
Sales Import Template
sales import Accounting
Avatar
0
Feb 24
1557