You are able to load a CSV file or a text file from your desktop directly into the Shipper Invoice screen as long as the data conforms to the required format documented below.
To use this feature: Add the Shipper Invoice and then enter the job number. Once you are in the Invoice No field you can click on the Load File button that appears on the lower area of the screen. You can then browse to the required CSV or TXT file and click on the Open button. The file will be read into the screen line by line. If the program detects an error you will get a message explaining the problem. If errors are detected you will probably want to cancel the invoice you are adding, fix the errors in the file, and then start the load process again.
The file format must be:
A comma separated values (.csv) file (easily created in Microsoft Excel) OR a pipe (|) delimited text (.txt) file, see the following examples.
RULES:
The Country of Origin, if provided, must be in two digit ISO format (i.e.: CN for China)
- The file must contain one invoice line per file line.
- The file must not contain column headings.
- Quantity and Amount fields must contain only numbers or decimal point (no dollar signs).
- The file must contain only ONE Shipper Invoice.
- Each Invoice line must be in the same currency.
- Case is not important; the system will convert all values to Upper Case.
The data must be in the following order:
|
Column |
Description |
Validation |
Field Format |
|
A |
Invoice Number |
Mandatory |
General |
|
B |
Part Number |
Mandatory |
General |
|
C |
Quantity |
Mandatory |
General |
|
D |
Amount |
Mandatory |
General |
|
E |
Purchase Order Number |
Optional |
General |
|
F |
Currency |
Mandatory |
General |
|
G |
Country of Origin |
Optional |
General |
|
H |
Gross Weight |
Mandatory |
General |
File examples:
Pipe delimited text file – TXT
INV_NO02|PART_NO1|10|100.1|AUD|1.5
INV_NO02|part_no2|10|150|order1|AUD|5.6
INV_NO02|part_no3|30|30.30|order3|AUD|au|7.4
(note line 1 contains no optional data, line 2 contains optional data item Purchase Order Number, whereas line 3 contains all information, mandatory and optional)
CSV version
“INV_NO02″,”PART_NO1″,10,100.1,”AUD”,1.5
“INV_NO02″,”part_no2″,10,150,”order1”,”AUD”,5.6
“INV_NO02″,”part_no3″,30,30.30,”order3”,”AUD””au”,7.4