Sales Order Import Workflow

Go to: ExFlow Sales Document Import List

ExFlow Sales Document Import List
Import Document No:	Specifies Import Document No.
Customer No.:	Specifies Customer No.
Customer Name:	Specifies Customer Name
Customer Order No.:	Specifies Order No. sent by the customer
Status:	Specifies the current status of the document. The document can have status: Error, Processed and On Hold. Error: Indicated that the imported document contains errors. Related error messages on the document guides the user on how to resolve them. Processed: The document contains no errors and is ready to be created and converted to a sales order. On Hold: Indicates that the document is on hold. It will not be further processed by until it is manually released.
Has Error:	Shows if the document has error

ExFlow Sales Batches
Code:	Specifies the code of the batch. Batches can be set up to i.e. automatically create and release documents for specific customers
Description:	Description of the batch code
Default:	Determines if the batch is default. There can be only one default batch. Batches with Document Filter cannot be default
Document Filter:	Specifies the filter in which documents should be added to which batch
Default Location Code:	Specifies the default location code. All documents created in this batch will have location code assigned.
Document Create Type:	Specifies if the document belonging to the batch will be automatically created or created and released.
No. of Documents:	Shows the number of sales orders per batch.

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

In following example, one Default Sales Batch exist, and another Sales Batch is created for Customer Adatum Corporation.

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.

Set an imported Sales Order On Hold

Open the Sales Import DOcument card and then Actions -> Hold/Release

The document will remain as on hold until it is manually processed and released.