Importing Supplier Card File to make Status Inactive
Hi, our supplier card file needs to be data cleansed and I need to make supplier accounts inactive as these haven't been used for several years and not all data fields have been updated. The format of the import file was obtained after exporting the supplier card file from MYOB AccountRight.
I tried to import the supplier card file after changing the Card Status from N to Y. I imported 3 suppliers to test if the import is successful but the records hadn't been updated. The field Co./LastName was selected for matching. The import file format was csv. The import file contained all fields and I didn't remove any columns/data. There are no addresses against these suppliers and the Card ID is *None
The log file shows 3 records imported without error but this is not the case.
3 records imported without errors.
0 records imported with warnings.
1 records skipped.
Summary of errors
Error -270: Record ID may not be blank. Card not updated.
-270
The attached file shows one record. I have chaged the names and the Bank Account Numbers for privacy reasons. All other data are the same. Please assist.
Hi Eswari
Thank you for the update and the sample file attached.
Generally speaking, when exporting data from AccountRight and use it as a template, I'd suggest keeping all the available columns (re-arranging is fine) and only update data of the required columns, this would avoid removing mandatory fields unknowingly.
Having said that, I've tested with your import file by creating a supplier card of the same name in AccountRight with no other details, the import successfully changed the card to Inactive.
So I'd suggest double checking the following:
- Is the supplier card's Co./Last Name unique? If not, please match card using Record ID instead.
- make sure the preference is set to 'Update existing data' for data already exists in the file
- When matching import fields, use 'Auto match' instead of 'Match All' to avoid mis-match
- Keep all exported columns and only update the required data
Please feel free to let us know how you go.