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Thread: Importing Sales Order detail into Pastel Partner

  1. #1
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    Question Importing Sales Order detail into Pastel Partner

    Hi,

    I am trying to import the detail of a sales order into Pastel Partner. The detail has been generated by an external application. This application is unable to provide a header (eg. Customer Code, etc) as required by Pastel.

    I have the following questions:

    1) Is it a fixed requirement of Pastel to receive a header in the import file? I would like to add this detail manually after the import.

    2) Is it possible to edit a sales order directly after import (without having to search for the specific order). If this is possible, I could use a generic customer for the import and then edit the header in Pastel.

    Please help!

  2. #2
    Platinum Member Neville Bailey's Avatar
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    Quote Originally Posted by J7J View Post
    Is it a fixed requirement of Pastel to receive a header in the import file? I would like to add this detail manually after the import.
    Yes, I'm afraid it is a requirement - all imported documents (not only sales orders) must comprise a header and detail lines. However, you can edit the header detail, in Pastel, after the import.

    Quote Originally Posted by J7J View Post
    Is it possible to edit a sales order directly after import (without having to search for the specific order). If this is possible, I could use a generic customer for the import and then edit the header in Pastel.
    Sorry, not possible - you will have to search for the orders and then edit them.
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    I am trying to import a whole lot of client invoices from a CSV file. I think I have the format wrong. Has anyone got an example of the csv file that will work so I can copy the format. Thanks

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    Platinum Member Neville Bailey's Avatar
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    Quote Originally Posted by troyrowlands View Post
    I am trying to import a whole lot of client invoices from a CSV file. I think I have the format wrong. Has anyone got an example of the csv file that will work so I can copy the format. Thanks
    I've attached a sample csv file (zipped), with two sample invoices in it, as well as a PDF file setting out the csv format requirements.
    Attached Files Attached Files
    Neville Bailey - Pastel Accounting Consultant and Photographer
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    Import works fine but no amounts

    Quote Originally Posted by Neville Bailey View Post
    I've attached a sample csv file (zipped), with two sample invoices in it, as well as a PDF file setting out the csv format requirements.
    Hello Neville
    I have been reading several of your posts and solutions.
    I am running Express 12
    Tried importing the data in the format you offered and it imports fine but no amounts are reflected after the import.
    Is there something I am missing?

    Here is the sample file and the invoice batch report

    Thanks David
    TaxInvoiceTestData4.csvClick image for larger version. 

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    Email problem Dirk J G's Avatar
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    Import into pastel

    At the moment we’re using the Journal import, where we are importing per batch at sales and cost of sales journals.
    This means one transaction per invoice with one VAT code and one ledger code. This works for most cases.
    But what is happening is that we generate invoices with multiple lines. And each line could differ in VAT and ledger code.

    What we can do is split it as multiple journals with the same invoice number, but when printing the statements in Pastel the invoice would show more than ones, but it must show ones per invoice on the statement.
    Or
    Is there a way importing the invoice or Credit notes itself with Header and lines?

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