The logic for Shipment matching with Sub-Order Id will attempt to find Sub-Order Ids which are on the Sales Shipment documents (brought over from Sales Orders). If a match is found it will create a Sales Shipment Line with that Import Record.
Step-by-step guide
There are a few sections in the Configuration page. In the General Section, the "Platform Code" and "No." is shown. Also, when the "Auto Post" feature is turned on, Invoices created will be automatically posted.
In the Import Master Setup section, the following fields can be amended:
"Import to Customer": This field should be filled with the intended Customer No. that the import should be related to. When records are being imported, it will search for Sales Orders with this Customer to create the associated Invoice.
"Parsing Logic": Different logics are implemented by the module's creator. E.g. Some platforms include monetary payments in their payment import fields and is treated differently besides creating invoices (Transactions are created in the cash receipt journal in this case).
"First Row Id": The first row where the data begins.
"Location Code": Select the location to fulfill shipments that are ship by Amazon/ other parties.
"Posting Date": System will create 1 Sales Invoice foreach Posting Date. e.g. if a separate Sales invoice is to be created on the next day, change this field to that date.
Next, Column mappings are defined in the Configure Excel Columns section. These settings help to map the data within the file to the fields in payment import records.
