Sales Order Import - csv
Sales Orders - Sales - Sales Order/Invoice Release
Procedure:-
Click on the File Name look up to bring up the required Import file (obviously this must be accessible by Minder on your server / Sharepoint)
Now Click on Validate.
Vailidate does exactly that, it checks for correct header codes
Upon a successful validate, you proceed to click on ‘Import.’
This now checks Stock Availability and that the Line Item price presented matches with the rules set within Minder for that Debtor (Contract pricing, Bonus items etc) Any mismatch in pricing, or issues with availability are flagged to you at this point.
Click on Create S/O.
This will return with the Sales Order number
File Format
Three tab-delimited record types
H | Order header |
|
|---|---|---|
01 | Record type (H) |
|
02 | blank |
|
03 | Customer code (as it appears in Minder) |
|
04 | Sender’s order number |
|
05 | Date ordered |
|
06 | Due Date |
|
D | Order line(s) |
|---|---|
01 | Record type (D) |
02 | ‘S' |
03 | Part/item code |
04 | Description |
05 | Order quantity |
06 | nett unit buy price |
E | End of (order) record set |
|---|---|
01 | Record type (E) |