Sales Order Import Workflow
Go to: ExFlow Sales Document Import List
Interpret the sales orders in ExFlow Data Capture.
Click on Import Sales Document to import the sales orders and then Yes.
Imported sales order without error will be created directly and can be found in the standard Sales order list.
Find the newly created sales order in the selected sales batch, or by clicking on the No. of Documents on the Sales Batch line.
Since this selected Default journal have Document Create Type set as ‘’Create’’ then all sales order will be created and get status Open.
If the Document Create Type was set to ‘’Create and Release’’, then the sales order would have been Released as well.
Handling Imported Sales Orders With Error
Imported documents with error will be stuck in the Sales Document Import list until the error is handled manually.
Click on Yes to open the Error Message.
Error message:
Its also possible to click on the Import Document No to see the error message among other information. If a document has an error, it will get Status ‘’Error’’ until the error is resolved.
From the card, you will get the opportunity to map an interpreted value to another value. For instance, interpreting an unknown and red marked Unit of Measure ‘’Styck’’ to Unit of measure that Business Central is familiar with, in this example ‘’PCS’’.
Click on the three dots on the import lines to make a mapping, and the drill down pile:
Choose the correct Unit of Measure Code and click on OK.
The unit of measure (Import) will no longer be red marked and the new unit of measure is now entered on the lines. The document is no longer stuck, the document status will therefore change from Error to Processed.
It’s now doable to create the sales order, simply click on ‘’Batch Create Sales Orders’’.
Add filter if needed or click on OK.
A sales order creation confirmation will be given.
To see all created sales orders, click on the No. of Documents on the sales batch line, in this example three sales orders are created, but not released.
If the sales orders are supposed to be Created and Released straight away, edit the list, and make the change.
If a filter is added on, for instance ‘’Document Filter’’ is set to ‘’Bill to Customer’’, then all their documents will be imported to this specific ‘’Bill- to Customer No.’’ batch.
