Change/Script the Document Status (DocAction) on many records at once (mass complete or reverse any document)
The purpose of this page is to help you change the document status of many records at once (via a script/upload). This concept can be applied to any document (GL Journal, Invoice, Order, Payment, etc...). Before moving forward, please refer to the CSV upload page to better understand how to insert and update records via CSV. The CSV record insert and update processes give you the ability to execute a document action. You need to include an additional column in your CSV file called "DocAction". In the DocAction column, include the action you wish to take (Example: "Complete", "Void", etc...). If you are inserting records, just include the DocAction column with the other header record columns. If you are updating existing records, you only need two columns: (1) your key column and (2) the DocAction column. Below is an example file to complete a document whose document number is "50000". Note that you must specify the key column (/K) when updating records via the CSV upload process.DocumentNo/K,DocAction "50000","Complete"