Best Of

We use subprojects as well in our company and issue invoices for the subprojects. Here's how we manage it successfully in the UI:

On the Customer ('entity') field, we set the main customer record. (In CSV, it's the internal ID of the main customer.

On the Project, ('job') field, we set the subproject. (In CSV, it's the internal id of the subproject).

If this didn't work, you can try sending screenshots of how the customer and subproject is linked, and the CSV template you're using.

Hi @Kristoffer Viray-Oracle thank you for your reply,

in the end i figured it out what i had to do to achieve my required result. I had to create Custom column item and source the information from Custom item field

then, add that custom column item field on to sales order line items and it would appear as a condition in the workflow option

i have tested and the imported sales order transaction has location changed via workflow

sweet.

have a good one and thank you for yor help and time.

Tadas

Yes, if you use an item type of "Kit/Package" you can sell the set but fulfill using the individual inventory items

I rebuilt everything again. I created a new user access token using a different role from one that has core admin rights and also set the account id to use upper case letters for the company sandbox account "123456_SB1" instead of "sb1" and this time it worked.

Adding additional line is great but comes with only challenge at the time of Bank reconciliation. During reconciliation, System will show this as 1 line or just 1 JE instead of JE with multiple lines. Apart from this we should be all good.

Hi Preethi Kondur,

At the time of transaction creation, you should be able to update the exchange rate provided the header subsidiary currency and line level subsidiary currency is different.

Here my Line level subsidiary has INR currency and header subsidiary currency is USD.

Hello @Vernita ,

Can you please double check if both of the mentioned items are active?

To check if the Subsidiary is Active, please follow the steps below:

1. Navigate to Setup -> Company -> Subsidiaries
2. Search for the Subsidiary Internal ID 1
3. Edit the Subsidiary and check if is Active

To check if the Tax Code is Active, please follow the steps below:

1. Navigate to Setup -> Accounting -> Tax Codes
2. Search for the Tax Code Internal ID 7
3. Edit the Tax Code and check if is Active as well

Please, let me know how it is looks like. Both of the Items must be Active so the process can be done without errors. Thank you very much.

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