Importing customer / loan returns template

Hi,

I have a need to import customer returns into X3 ( both normal and loan returns). How is this done as the template I built only imports the header record and not the edtail record, despite detail records info being specified during the import ( this is the source sales delivery number, delivery line number, item info, lot or serial number info etc).
I guess this is due to the left hand side selection that occurs during the normal processing.
Any help / idea is welcome.
Thanks
RANKO

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  • 0

    Hi,

    Sage X3 providing the standard import export template for the above mentioned function.

    And you can find out these at Navigate to: Setup-->Usage -->Import/Export templates(SRH) level.

    Normal customer returns you need provide only delivery number and delivery line at detail line level.

    For loan returns you need to additionally enter the loan return, loan delivery number at header level.

    Regards,

    Siva

  • 0 in reply to SivaKishna

    HI Siva,

    I am referring to the V9 of X3. I was not able to find any import or export templates in any of the folders, checked the SEED and the Reference folders. Would appreciate you pointing what the template name(s) are.

    Thanks

    RANKO 

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