A client imports orders into OrderEntry. Sometimes there is a contact name, and sometimes the contact field is blank. The contact can vary from order to order.

When they import the orders, the ones with a contact name import properly, but those that are blank import with the Header contact defaulting to the contact from the Customer tab of the customer record.

Is there a way to import an order leaving the contact blank instead of defaulting to the customer's contact if the import file has a blank contact field?

Steve

Steve

Excel or CSV?

,””, represents an empty field in CSV and Adagio should import as the empty field it is.

Hi Steve/Doug,

The documentation for importing OE orders specifies that if the Contact value is blank in the import file, the results will be that either the customer ShipTo Address record, Customer Master record or Entry Template default value will be used as a fallback for populating the order field. Only in the unlikely event that all of these are blank will the imported order have a blank contact field.

It works this way so that if you want to import a Contact (or other Customer) value different than what is stored in the data, you can do this for some orders, but leave the field blank for other orders so that the standard customer values can be imported. In the same way, not including a field in the import template means that values can be read from stored data records. This allows flexibility in creating import templates and not requiring every field to be included in the file.

Changing this to import a blank value from the import file would be a significant change to the import process, and would nullify a good number of templates used by clients. Perhaps for your client, importing a single character into the Contact like a period or dash would suffice for their purposes, as this non-blank value would be used to override whatever is on the customer or shipto record.

Hello Support

They have been importing a period for years, at my suggestion. It is an ugly workaround.

They are working with their website developer to improve the link to Adagio and this is one of their requests.

Is there any workaround you can think of that would not result in a period populating the contact name?

Steve

Hi Steve,

The only workaround is to delete the contact names from everywhere, and this is not a workaround that is viable.

Pick some less ugly, non-blank value to import like 'n/a' or anything else that will make sense to the client. This won't change in import.