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Before
the update process is started the program will review the
import database and remove all records that have already been
imported successfully. Any reports on the import status should
be run prior to importing again.
Several
fields are required for the system to be able to import. Other
fields are optional and will be used if they are in the database.
For example, the customer number is mandatory or the invoice
cannot be completed. If an invalid customer number is used
the system will not process the record and will return an
error that says "No customer Number" or "Invalid Customer
Number".
If a
field is included in the database that is not required, and
it is included on the list below, it will be used instead
of system defaults. For example, the item description is not
required. If it is not used in the database it will be automatically
extracted from the item file. The customer terms are not required
and would be extracted from the customer file.
The invoice
number (INVNO) will be generated automatically by the system.
If one customer's records should be divided into several invoices,
make sure each of the records to go on each invoice has a
separate number. The system will still assign new numbers
but the old invoice number will determine which records go
on which invoice. If the invoice number field is not used,
or left blank, each customer will receive one invoice.
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