Import Sales Orders – Part5: Corrective import
Hi guys, now you can use the corrective import function in apps for importing sales documents (for example, Import Sales Orders app). It’s a new feature to reduce your efforts in dealing with document creation failures. In this blog, I will briefly introduce this feature, using Import Sales Orders as example.
If order creation has failed or partially failed, you can find errors on the import details page. On the same page, you can choose Import to perform a corrective import that targets the previously failed records. There is no need to navigate back to the first page of the app to perform a new import.
Note: If the processing status is Contains Errors, a message strip with an Import button appears on the import details page.
After you choose Import, a dialog pops up.
Now you can revise order data in your spreadsheet file and upload the file again. Functions like data validation and preview are available.
Please be aware of the following points for a corrective import.
- The import name is not editable. It’s already created when you uploaded the file for the first time (on the first page of the app). The system does not create import names for corrective imports.
- When revising data in your file, do not modify values of the Sales Order (Temporary ID) Otherwise, the system can’t recognize the failed records and reports errors.
- A corrective import targets only previously failed records. The other records are ignored. Therefore, when revising data in your file, there is no need to delete the previously successful records, because they will be ignored.
- When you finish the import, click the Refresh button to check the newest status.
In this import, the second record contains errors, because the sold-to party is incorrect. I need to modify the field value, and reupload the excel.
After the data correction and file upload , you can see that only the second record is shown in the preview. The other record (for which order creation was successful) is ignored and not shown.
Choose Import and go to the import details page. A sales order has been created for the second record.
Note: Refresh the page to get the latest creation status.
However, if you append an additional record in the excel, a warning message appears to remind you that the new record will be ignored.