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From NorthScope, expand the Company module on the navigation menu and select ‘Integration Inbound’. This will open the FileUpload list view. This view lists all previous file uploads integration inbound transactions and the default view includes all file uploads transactions with other than Complete and User Bypassed statuses. Clicking the ‘Inquiry Criteria’ opens a new dialog window, which allows to define the list view search criteria.
Click ‘File Import’ toolbar icon to download a template for transaction imports. This opens a new dialog window. Select the inventory transaction type from ‘Select Import Template’ menu. The menu lists the following transaction types:
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TransactionDate | Site | Reference | ItemID | LineItemUnits | LineItemWeight |
1/1/17 | Site1 | Ref1 | 100 | 100 | Lbs |
1/1/17 | Site1 | Ref1 | 101 | 100 | Lbs |
1/1/17 | Site1 | Ref2 | 102 | 100 | Lbs |
1/1/17 | Site1 | Ref2 | 103 | 100 | Lbs |
Users can define a transaction class for the imported inventory transactions, but this information is not required. The default transaction class configured for the transaction type is used, if the transaction class value is not provided. The transaction properties 'Auto-Create New Lots', 'Negative Available Balances', 'Auto-Create New Lots - Inputs' and 'Negative Available Balances - Inputs' are defaulting from the transaction class, but these properties can also be defined when the transactions are being imported. The transaction class configurations can be reviewed in the Transaction Class list view (Inventory > Transaction Class).
Production Batches
New production batches can be created by using the production batches template or the transaction templates when the choose options has been set to the transactions and production batches.
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- Item ID
- Production Batch
- Production Batch Site
- Batch Date (if the batch is not an outside purchase)
Due to the limitations of Excel, when users enter hyphens or forward slashes into a text field, Excel may interpret the value as a date. For example, the value “2-3” may be converted to the text representation date value, which displays as ”43864”. Similarly, when users enter leading zeros into a field, the leading zero may be removed. Users can now use the escape characters of “^^” to preface any values with hyphens, forward slashes or leading zeros. During the file import process, NorthScope will recognize the escape characters, automatically remove them and insert the value immediately following the escape characters.
Step 3. Saving the Template File
The file must be saved in a CSV format. By default, Excel creates the template in a TXT format and users must manually change the file format. This is very important, because the import upload fails if the file type is not correct. When Save is clicked, Excel might prompt a message “Some feature in your workbook might be lost if you save it as CSV UTF-8 (Comma delimited). Do you want to keep using that format?”. Select Yes. If you use Save As to save the file, verify that the format is CSV UTF-8 To do this click ‘Save As’ in Excel and select 'CSV (Comma delimited)(*.csv)' as the file type before clicking Save.
Step 4.
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Uploading the Template
If you have closed the file import window, re-open it and select the correct template type and the import options. Click on ‘Select Files to Import’ and locate the file you saved on your computer. Select the file and click Open. Verify that a green dot is displayed in front of the file name. If the file is not in the correct format, a red dot is displayed:
Incorrect file type:
Correct file type:
After the file has been selected and the file type validation is green, click on ‘Upload to Northscope’. A pre-validation is performed before the file is added to the integration queue. This validation verifies that correct data has been entered. If all required data has been provided and the data is correct, the file is added to the integration queue. If some required data is missing or data is incorrect (e.g. incorrect Site or Item ID), an error message is displayed with error details. The error message displays all the line items that cannot be imported and also details the issue.
Successfully imported uploaded files are added to the Integration Inbound list view with the status New. When the integration has been processed successfully, the status is changed to completed and the transactions / production batches are created and displayed in the list views. Imported transactions are always in New status. If the integration job fails for the file, error details are displayed in the Error Text field.
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