You are able to load a CSV file from your desktop directly into the Shipper’s Invoice screen. To use this feature click ADD and then enter the job number. Once you are in the Invoice No field you can click on the 
button that appears on the lower area of the screen.
The format for the CSV file is configured in this screen.
Select a pre-existing template for the file or create a new template. The templates must include all the mandatory columns, which are indicated with a ‘*’ in the name.
|
Field Name |
Description |
Validation |
Default |
|
File Location |
User the Browse button to locate the file in your system |
Mandatory |
Blank |
|
Column |
This indicates where the column is found in the file. Select from the pull down list. |
Mandatory |
Blank |
|
Field |
This is the information contained in the column. Select a column from the pull down list. ‘*’ indicates that the column must be included in the file template. |
Mandatory |
Blank |
|
Templates |
This is the list of available templates. If you want to set up a new template enter the name of the new template in the field below and |
Mandatory |
Default |
. Use 
to remove unwanted templates.You can then browse to the required CSV file and click on the 
button. The file will then be read into the screen line by line. If the program detects an error you will get a message explaining the problem, however no further lines of the file will be processed after this error (i.e. there are 10 invoice lines in the file, but the system detects a problem on line 5, only the first 4 lines will be loaded). 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 Import Log will display a summary of the details loaded. Use 
to see more in depth information.
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.
- Quantity and Amount fields must contain only numbers or decimal point (no dollar signs).
- The file must contain only ONE Supplier Invoice.
- Each Invoice line must be in the same currency.
Case is not important; the system will convert all values to Upper Case.