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.
Page Header
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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| Help | Opens the online WIKI help page for the current page.
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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. |
| Fields | Description |
| Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| Created Date | Identifies the date that the record was physically 'Created', formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user. |
| Created Time | Identifies the time that the record was physically 'Created'. This is a system assigned value and is never editable by a user. |
| Error Text | Displays the reason(s) that the file could not be successfully imported. |
| InboundSK | Identifies the unique identifier of the file. |
| Last User | Identifies the user that manually imported the file or the last user to make any Status changes to the file. |
| Processed Date | Identifies 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 Time | Identifies 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 System | Identifies 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 Transaction | Identifies the unique identifier assigned by the source system for the file. |
| Status | Identifies the Status of the transaction. The Statuses that apply to transactions in this List View include:
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| Transaction Type | Identifies the Transaction Type for each transaction. This displays the friendly name from the Inbound Supported Transactions table. |
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.Related Topics
Inbound Integration Record View
Dialog: File Import
Integration Setup - Inbound