Embedded Files
1. Import Structure
System Admin -> Data -> Data Import -> Import Loader Format.
You can create a new structure (personalized name) by copying the lines of the standard structure which can then be customised.
This customization is done by eliminating (delete) and re-ordering the fields in the structure (Field Format), changing the structure of the data type fields, etc. Note: The Start No field will always determine the import order of the fields in the file to be imported.
If you want to customise a new structure then you can also change the supported file format. For example: from "Comma Separated" (csv) to "TAB Separated (TAB Delimited).
2. Import File - structure - mapped on the standard "Import Invoice SocrateOpen" import structure
Note: The red fields are mandatory and must have already been defined in the system (the exact name must be filled in - we recommend you use copy & paste), while the blue fields are also mandatory but do not need to be pre-defined.
Note: After populating the file, eliminate the table header (the description of the fields) and, if using .xls type files, do not forget to save them (using Save As) in the format required by the structure (csv, tab, etc.).
3. Temporary Import (ImportFileLoader)
System Admin -> Data -> Data Import -> Import File Loader.
Select the file constructed at step 2 and the import format from step 1.
Press the Process button.
4. Actual Import from Temporary Table
System Admin -> Data -> Data Import -> Import Business Invoice.You can click on the Import Invoice button from any line.
Process parameters:
Organization - enter the organization for the invoice;
Document Action - the status that the order will be generated in.
The lines that were impossible to import will not have the Imported checkbox and the Import Error Message field will be filled with the corresponding error message.
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