Importing assets and getting them to deduct from the items to be received on a PO.

[jonsr20]

Hello everyone,

I am attempting to do bulk imports for PO's that have a lot of assets on them. I got the import working and can link them to the PO but it is adding the assets and not deducting them or syncing them with what needs to be received. Any ideas how I can get it to reduce the number of items to be received or sync the imported assets so they are not duplicated when I receive them? Attached some pictures for reference the asset is on the PO under assets but it did not deduct from the amount to be received. So if I receive the item I will have a duplicate or extra asset.

[Amarjeet Pal]

Hello @jonsr20 ,

I can say there is an issue with the import script. Could you please help me with your script.

Please hit helpful if my response helped you.

Thanks

[jonsr20]

Actually, do not have a script in it just created the transform map, I attached a picture of the field maps if that helps at all.

[Amarjeet Pal]

Hello @jonsr20  ,

How is the process in your platform to understand the asset is received?
That logic is missing. 

Typically, to track items that are ordered but not yet received, an "Expected Receipt" record might be created when a Purchase Order (PO) line item is marked as ordered. When the item is received and an asset record is created, this "Expected Receipt" would then be closed.

If your instance maintains a similar process, you may need to align your import and update operations with these processes. For example, when importing new assets that have been received, you would also need to close the corresponding "Receiving slips".

However, without a clear understanding of your current setup and business processes around purchase ordering and asset receipt, it's challenging to provide a definitive solution.

Thanks

Amarjeet Pal

[jonsr20]

Thank you I will investigate a solution for aligning the processes.