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Alliance 15.4 import items with TAGs only


bskallerud
Sidekick (Customer)
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We are importing a bunch of new contracts due to a merger, and for the first time we have to import items without serial numbers on contracts. The products are not serialized, but we do have TAGs on all of them. We have tried to modify the customer_contract_maint-ccontrl_xref-Items template, but without luck.

We have 1000+ items we need to get on contracts, and would very much like to not do it manually. Any tips?

Best answer by Phil Seifert

Hi Bjørn,

You will need to set up a search key for Tagno and have the tagno data in the row data for the contract line (this is tag value from the spreadsheet).

After creating the BO Search and tagno element in the data, hopefully this should work for you.

 

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Phil Seifert
Ultimate Hero (Employee)
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  • Ultimate Hero (Employee)
  • 1322 replies
  • Answer
  • July 6, 2023

Hi Bjørn,

You will need to set up a search key for Tagno and have the tagno data in the row data for the contract line (this is tag value from the spreadsheet).

After creating the BO Search and tagno element in the data, hopefully this should work for you.

 


bskallerud
Sidekick (Customer)
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  • Author
  • Sidekick (Customer)
  • 207 replies
  • July 6, 2023

Hi Phil - thank you. 

We managed to edit the API to reference Tagno rather than serial


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