Validating and submitting an import file

After you imported a data file, you can validate the records and submit them to Distribution SX.e.

  1. In Storeroom, select Issues & Returns > Import.
  2. In the Active Imports grid, click the drill down icon to open an imported file.
    A green check mark indicates a record with no errors. A red exclamation mark indicates a record with an error.
  3. Click the drill down icon to view the errors and then make the corrections.

    A line with a serial- or lot-controlled product contains an error. You must specify the Customer Item to ensure that the product’s unit of measure is processed correctly. Click the Serials or Lots button to specify control numbers.

    To exclude a line from import into Storeroom, select the line and then click Delete to remove the line from the database. If you attempt to delete the last remaining line of an imported file, an error occurs. You must delete the file instead of the line.

  4. To validate the lines, click Validate.

    Records that no longer have errors are indicated with a green check mark icon. The file remains in the database and is not submitted to Distribution SX.e. Imported records can remain in the Active Imports grid until you are ready to create the sales order.

  5. To validate and submit the lines, click Submit Validated Data.

    Lines with no errors are submitted to Distribution SX.e and removed from the file. Lines with errors require additional processing.

    Because this function runs in the background, you can perform other Storeroom tasks while the file is processing. After processing is complete, an email notification is sent to the email address that is on your Infor Ming.le user record.

    Note: To prevent duplicate processing, you cannot resubmit a row or file in the current session or a new session. You are also prohibited from deleting or re-validating a processing import file.
  6. After you receive the email, click the Refresh to update the Active Imports grid. If the import still contains lines with errors, correct the errors and submit the data again. Optionally, delete the lines.