Added Vendor and Customer Name fields to the Excel Import layout for Purchase/Sales Documents

Area: Excel Import

Category: Enhancement

Added the Vendor and Customer Name to the Document Import.

If both No. and Name are specified, the Name must match the name for that particular vendor or customer, unless the “Disable Search by Name” is set on the Purchases & Payables or Sales & Receivables Setup cards.  If “Disable Search by Name” is set, then an overriding Name may be imported.

If only the Name is specified in the mapping, and the No. field is left blank, the vendor or customer will be found based matching the Name to the master record.