Import Excel file with charge information
Step-by-step guide
- Search for "Import charge" functions
- There are two options on the page.
- Overwrite if data exists: If the charge information already exists on the target sales order, it will automatically replace with the Excel value when this box is selected. Otherwise, it will show an error
- Start Row: define the first row of data; if the start row is defined as 3, then the system will treat row 2 as the header row
Push the "Import From Excel" button. You will be asked to provide an excel file.
- The Excel format should be like this.
Several error types will cause the system to stop the import.
- External Document No. cannot be found in the Sales order
- Sales Order already be posted invoice
- Item number for charge item cannot be found
- The format of charges is not in numeric format