Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Insert excerpt
Def - Inbound Integration
Def - Inbound Integration
nopaneltrue
 

The purpose of this page is to show all the records that are currently in the inbound queue that have not yet been successfully imported into NorthScope. From here users can open a record for edit, Mass Update the statuses of one or more records, and open the File Import tool

Software Version: 2023.08.31 and newer

Table of Contents
exclude(Toolbar Icons|Column Headers)
typeflat

...

Toolbar Icons

Description
Edit

Opens a single selected record for editing.

Excel

Export the contents of the list view to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view only the filtered contents will be exported. 

Favorites
Insert excerpt
Favorites Add/Remove - Global
Favorites Add/Remove - Global
nopaneltrue
File ImportOpens the 'File Import' dialog to import new transactions or master file records. 
Grid Layout

Insert excerpt
Grid Layout - Global
Grid Layout - Global
nopaneltrue

Help
Insert excerpt
Help - Global
Help - Global
nopaneltrue
Inquiry Criteria

Opens Inquiry Criteria window where users can specify the following criteria:  

  • Status: Select one or more Statuses
  • Data Search: Searches the 'Error Text' field.
  • Include Archived Records 
Mass Update

Opens the Mass Update dialog, which allows the update of the 'Status' for multiple transactions simultaneously. 

FieldsDescription
Checkbox
Insert excerpt
Checkbox
Checkbox
nopaneltrue
Created Date
Insert excerpt
Created - Date Only
Created - Date Only
nopaneltrue
Created Time
Insert excerpt
Created - Time Only
Created - Time Only
nopaneltrue
Error TextDisplays the reason(s) that the file could not be successfully imported.  
InboundSKIdentifies the unique identifier of the file. 
Last UserIdentifies the user that manually imported the file or the last user to make any Status changes to the file.
Processed DateIdentifies the date that the file was processed or attempted to be processed. This is a system assigned value and is never editable by a user.
Processed TimeIdentifies the time that the file was processed or attempted to be processed. This is a system assigned value and is never editable by a user.
Source SystemIdentifies the system or process that originated the files that is being imported.  This is a system assigned value and is never editable by a user.
Source TransactionIdentifies the unique identifier assigned by the source system for the file.
Status

Insert excerpt
Status
Status
nopaneltrue
 The Statuses that apply to transactions in this List View include:

  • New: The file has been submitted to the Inbound Queue, but no attempt has been made to import it. This is the first status assigned to all new files.
  • InProcess: A batch of records that contains this file is currently being processed. This is a temporary status, if any records are in this status for more than one minute contact NorthScope Support. 
  • Complete: The file was successfully processed. Successfully imported files are no longer visible in this list view. 
  • Error: The file contains one or more errors and cannot be imported. Files in this status must be manually updated to either 'Reprocess' or 'User Bypassed'.
  • Not UsedA manually set Status to indicate that the file should be removed. 
  • Reprocess: A manually set Status to indicate that the file should be re-evaluated the next time the Inbound Integration process runs. 
  • User Bypassed: A manually set Status to indicate that the file should no longer be evaluated (i.e., a subsequent file was imported so this one is no longer needed).  
Transaction Type

Insert excerpt
Transaction Type
Transaction Type
nopaneltrue
 This displays the friendly name from the Inbound Supported Transactions table.

Related Topics

Inbound Integration Record View

...