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| # | Field | Description |
|---|---|---|
| 1 | Import to Customer No | The customer number that system create SO for the import file |
| 2 | Order No. Prefix | The Sales Order number series that system uses to create SO for the import file |
| 3 | SO Group By | Select how to create sales order by the import file. Two option is available (1) Group by Order Date / (2) Group by Shipment Date |
| 4 | First Row ID | To determine the first row of data to be grabbed |
| 5 | Use System Discount | When the option is selected, system will use the discount for the customer its setup in business central. No matter the discount field is mapped in Configure Excel Column, the discount column data in import file to will be ignored. |
| 6 | Configure Excel Column | To determine the import file columns to be displayed in the sales orders generated |
| 7 | Calculation | Select either one option Calculate Unit Price -The sales orders with a unit price will be generated with the final price after deducting the store credit / dicount grantedby dividing the Sales Price by quantity. -Users must map the "Sales Price" in the configuration first Calculate Sales Price -The sales orders with a sales price (total price) will be generated by calculating "Unit Price" * “Quantity" -Users must map the "Unit Price" in the configuration first |
| Case Setting | Outcome |
|---|---|
| "Use System Discount" + "Calculate Sales Price" | With setup of the "Unit Price", users will get the sales order (Quantity * Unit Price = Sales Price) Please be noted that with |
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this setting, no discount will be applied | |
| Only "Calculate Sales Price" | With setup of the "Unit Price", users will get the sales order (Quantity * Unit Price * Excel discount line = Sales Price) and get the sales price. |
| "Use System Discount" + "Calculate Unit Price" | With setup of the "Unit Price", users will get the sales order (Quantity * Unit Price * Line Discount = Sales Price) and get the unit price. |
| Only "Calculate Unit Price" | With setup of the "Unit Price", users will get the sales order (Quantity * Unit Price * Excel discount line = Sales Price) and get the unit price. |