DE-T-C File Web Storefront Orders
Purpose of Program
Use this program to import Sales Orders downloaded as a CSV file from a web storefront. Orders can either be directly imported to Sales Orders or first imported to EDI orders so error checking can be run using DE-P-H and then convert to Sales Orders using DE-P-D
Program Setup
The main screen needs to be populated with the path and name of the file to import. You can also indicate which bank account payment records should be posted to and whether to import to the EDI or Sales Order file. You can also indicate whether to add Kit Components to Kit parents, run the error report prior to importing, set the release flag to Y, skip existing orders, delete or rename the import file, run unattended, email the sales rep and whether to use the imported or standard price or only use the standard price if the import is 0.
You can manually run the import by clicking the import button or you can save settings and then set this up as a scheduled task.
Import File Definition
Clicking the Imp fields button will display the fields required in the import file. Format required is CSV and single or double quotes must be stripped out of the data and only be used as text delimiters.
There are 4 record types and the first character in each line of the import file designates the record type. C is Customer and is only required for new customers. H is order header and is required. L is order line and is required. A single header can have multiple lines. P is payment and is only required if payment processing was done online.