I use the IF process as well and it has worked well for us without any errors.
Record using CS01, Add a material, Switch to Doc tab add the DIR, save and close.
This will work if you have the item category type (L or D) in your excel template. Please see attached screenshot.
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isra azam | Business Systems Analyst
The Chamberlain Group Inc | [Chicago, IL] | (630) 234-8986
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