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 error
- Start Row: define the first row of data, it the start row is defined as 3, then the system will treat row 2 as header row
Push "Import From Excel" button, you will be asked to provide an excel file.
- The Excel format provide should be like this
There will be several error types that caused 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