Importing Grid Orders

You can import the data for grid purchase order and sales order transactions using the following methods:

• CSV Imports for Grid Purchase Order and Sales Order Transactions

• SOAP Web Services Support for Grid Purchase Orders and Grid Sales Orders

CSV Imports for Grid Purchase Order and Sales Order Transactions

You can use the CSV Import method to import multiple grid purchase order and sales order transactions. When you import these transactions, you may view and print the transaction using the grid template assigned to the item records. Read the following topics to learn more:

• Grid Item ID Assignment

• Grid Template Assignment

• Viewing the Grid for the Item Record

• Printing Transaction Records Using the Grid Template

Guidelines for Importing Grid Purchase Order and Sales Order Transactions

Read the following guidelines for importing grid purchase order and sales order transactions:

• You can only import up to 100 distinct grid templates for each transaction.

• The system automatically assigns the value of the Grid Item ID and Grid Template fields for assembly and inventory matrix items in the transaction. These fields are no longer required in the CSV Import file.

• If the value of the Grid Item ID field is specified in the CSV Import file, the value gets ignored.

• The value of the Grid Template field is based on the current preferred grid template assignment in the item record. If you want to manually assign the grid template, ensure that the field in the CSV Import file contains the valid internal ID of the grid template.

Grid Item ID Assignment

When you use CSV Import for grid purchase order and sales order transactions, the grid item ID assignment for assembly and inventory matrix items depends on the following fields:

• Item – This field is located in the CSV Import file.

• Grid Item ID – This field is located in the CSV Import file.

• Grid Template – This field is located in the CSV Import file.

• Available In – This field is located on the Grid Matrix Template page.

• Preferred Grid Template – This field is located on the Custom subtab of the item record.

The SuiteApp examines the row sequence of the Item field and its corresponding Grid Template in your CSV Import file.

The row sequence of the Item field determines if they are the same or different items. The row sequence of the Grid Template field determines if the items are grouped or ungrouped.

The value of the Grid Item ID in the item record also depends on the item’s current Preferred Grid Template setup. The grid template must include the order transaction in its Available In field.

To identify the item’s grid item ID assignment, you may refer to the following table of scenarios:

Scenarios	Grid Template Grouping	Grid Template Applicable? (1)	Sample Item and Grid Template Input in the CSV Import File	Grid Item ID Assignment in the Transaction Record
Three same items with the same template	Grouped	Y	Item A, Grid Template N Item A, Grid Template N Item A, Grid Template N	Grid Item ID 1 Grid Item ID 2 Grid Item ID 3
Three different items with different templates	Ungrouped	Y	Item A, Grid Template N Item B, Grid Template O Item C, Grid Template P	Grid Item ID 1 Grid Item ID 2 Grid Item ID 3
Three different items with the same template	Grouped	Y	Item A, Grid Template N Item B, Grid Template N Item C, Grid Template N	Grid Item ID 1 Grid Item ID 1 Grid Item ID 1
Three different items with different templates Two different items with the same template One different item with a different template in between	Ungrouped	Y	Item A, Grid Template N Item C, Grid Template O Item B, Grid Template N	Grid Item ID 1 Grid Item ID 2 Grid Item ID 3
Three different items with different templates Two different items with the same template One item with a different template	Grouped	Y	Item A, Grid Template N Item B, Grid Template N Item C, Grid Template O	Grid Item ID 1 Grid Item ID 1 Grid Item ID 2
Three different items with the same template Two same items with the same template One different item with the same template	Grouped	Y	Item A, Grid Template N Item A, Grid Template N Item B, Grid Template N	Grid Item ID 1 Grid Item ID 2 Grid Item ID 2
Three different items with different templates Two different items with the same template One different item with no grid template in between	Ungrouped	Y	Item A, Grid Template N Item B, No Grid Template Item C, Grid Template N	Grid Item ID 1 Nongrid (2) Grid Item ID 2
Three different items with different templates Two different items with the same template One item with a grid template that is not applicable to the transaction in between	Ungrouped	N	Item A, Grid Template N Item D, Grid Template is not applicable to the transaction Item C, Grid Template N	CSV Import failure. The system will display an error message in the CSV response.
(1) Grid Template Applicable determines if the Preferred Grid Template used includes the order transaction in the Available In field. (2) Nongrid refers to an item that does not display in grid format.

Grid Template Assignment

When you use CSV Import for grid purchase order and sales order transactions, the grid template assignment for assembly and inventory matrix items depends on the following fields:

• Grid Item ID – This field is located in the CSV Import file.

• Grid Template – This field is located in the CSV Import file.

• Preferred Grid Template – This field is located on the Custom subtab of the item record.

To identify the grid template assignment in the transaction record, you may refer to the following table of scenarios:

Grid Item ID Input in the CSV Import File	Grid Template Input in the CSV Import File	Preferred Grid Template Input in the Item Record	Grid Template Assignment in the Transaction Record
Blank	Blank	With Value	Preferred Grid Template
Blank	With Value	Blank	Grid Template
Blank	Blank	Blank	Nongrid (2)
Blank	With Value	With Value	Grid Template
With Value(1)	Blank	With Value	Preferred Grid Template
With Value (1)	With Value	Blank	Grid Template
With Value (1)	Blank	Blank	Nongrid (2)
With Value (1)	With Value	With Value	Grid Template
(1) The system ignores any value given to the Grid Item ID in the CSV Import file. (2) Nongrid refers to an item that does not display in grid format.

For more information on CSV Imports, see Importing CSV Files with the Import Assistant.

Viewing the Grid for the Item Record

After importing grid purchase orders and sales orders using CSV Import, the transactions appear on the Purchase Orders and Sales Orders pages respectively. You can view the templates associated to the item records in the transaction.

To view the grid for the item record:

1. Go to Transactions > Purchases > Enter Purchase Orders > List or Transactions > Sales > Enter Sales Orders > List, depending on the selected transaction type.

2. On the transactions list, search for the transaction from your CSV Import file and click Edit.

3. On the Items subtab, the items included in the transaction are listed. To view the grid for the item, scroll to the right and click the icon in the Link column.

Printing Transaction Records Using the Grid Template

After importing grid purchase orders and sales orders using CSV Import, you can print the transaction using the grid template assignment.

To print the transaction record:

1. Go to Transactions > Purchases > Enter Purchase Orders > List or Transactions > Sales > Enter Sales Orders > List, depending on the selected transaction type.

2. On the transactions list, search for the transaction from your CSV Import file and click View.

3. Click Print Grid.

SOAP Web Services Support for Grid Purchase Orders and Grid Sales Orders

SOAP web services is another method to import transactions to your account. For more information on using SOAP web services, see SuiteTalk SOAP Web Services Platform Overview.

Related Topics

Managing Grid Orders

Entering Single Grid Orders

Entering Multi-Grid Orders

Editing Grid Orders

Viewing the Grid Matrix Information

General Notices