Description: The Integration Inbound record view displays all the information from the inbound integration record and gives the user the ability to manipulate the data that is being attempted to integrate.
Header Toolbar
Toolbar Icons | Description |
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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). The bolded view is the default view, which will determine the view will automatically display in when opened. |
Save | Saves the changes made to the record. It is only necessary to click the Save button when a change is detected on the page. When a change has been made, a ‘ + ‘ character is displayed prior to the page name in the page title bar (light blue bar in the upper left corner of the page). Clicking Save reloads the page. |
Header Fields
Field Name | Description |
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Created Date | Displays the date and time of the creation event of the record. This field is never editable. |
Data | Displays the data of the record. This field is never editable. |
Error | Displays the error message text, if the record was unsuccessfully integrated. This field is never editable. |
Last Processed | Displays the date and time of the latest processing event. This field is never editable. |
Source ID | This field allows users to add/edit the source ID of the record. |
Source System | This field displays the Source System where the record is being integrated from. |
Status | This field displays the status of the record. This field is a drop-down menu and allows users to change the status (Complete, Error, InProcess, New, Not Used, Reprocess, User Bypassed). |
Type | Displays the type of the transaction. This field is never editable. |
Related Topics
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