Batch CSVERP invoice or order export in, one decision per row out

Lookup Certificates Batch CSV Rules

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Admin password (Ian or Taylor).

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1. Pick the export

Any CSV with one invoice or order per row. Columns are matched by name; fix the mapping below if a column was not recognised. Nothing is written back to the ERP. Sample CSV · its decisions.

CSV file

Keep only these rows (optional)

For the TRAVERSE Open Order Detail view export: keep Status = Verified and the posting batch you are about to post, and drop credit memos, RMAs and price quotes. Leave blank to keep every row.

Column

equals

Column

equals

Column

is none of (comma list)

Column mapping

Detail lines

Blank "Taxable?" cell means

Need at least a customer ID, a ship-to (street or at least city/state/ZIP) and a date. Amount is optional (tax amount is blank without it). Ship-from defaults to the Rules setting.

2. Results

Adds decision, rate, tax amount, jurisdictions, certificate, reasons and warnings to every row.

Rows are sent to the server a few at a time; a 500-row file takes a couple of minutes the first time, less when addresses repeat (geocodes are cached).