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CSV Import Sales Orderss not showing in Related Records tab for Customer

in Ask A Guru 7 comments

Hi All,

Hope you're all having a great day?

When I load a Sales Order via csv it does not appear in the Customers Related Records tab on Form View. If I then approve the Sales Order a Work Order is created (as per our requirement) but even that does not appear in the Related Record Transactions tab.

If I flip to View Dashboard it is shown in the Transactions tab at the top of the Dashboard.

Is there a way on csv import to ensure the transactions show in the Transactions Tab in the Form view? I read in the below "Ask a question" about this possibly being an enhancement request but it doesn't mention csv imports. Though in the other "Ask a question" 4479837 it discusses being able to show an imported invoice in the Related Records of the Sales Order is an enhancement request

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