Import Excel file with charge information

Step-by-step guide

  1. Search for "Import charge" functions
  2. 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.
  3. The Excel format should be like this.
  4. In Item, you can pick item charge is positive or negative



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