Inbound Integrations refer to data imports that create or update Master Files and/or Transactions in NorthScope. Examples of Inbound Integrations include importing Customers, Items, and GL Accounts from Excel or from a third-party integration.
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.
Header Toolbar
Toolbar Icons | Description |
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| 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 |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
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| File Import | Opens the 'File Import' dialog to import new transactions or master file records. |
| Grid Layout | Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).
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| Inquiry Criteria | Opens Inquiry Criteria window where users can specify the following criteria:
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| Mass Update | Opens the Mass Update dialog, which allows the update of the 'Status' for multiple transactions simultaneously. |
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.Columns
Column Headers | Description |
|---|---|
| Created Date | Displays the creation date of the line item. |
| Created Time | Displays the creation time of the line item. |
| Error Text | Displays the error details for unsuccessful file imports. |
| InboundSK | Displays the SK value assigned to the inbound integration transaction. |
| Processed Date | Displays the date of the file processing event. |
| Processed Time | Displays the time of the file processing event. |
| Source System | Displays the source system name of the line item. |
| Source Transaction | Displays the source transaction of the line item. |
| Status | Displays the status of the line item (Complete, Error, InProcess, New, Not Used, Reprocess or User Bypassed). |
Related Topics
Inbound Integration Record View
Dialog: File Import
Integration Setup - Inbound