Validating and submitting an import file

After you imported a data file, you can validate the records and submit them to Distribution SX.e. If the electronic orders created from the vending machine contain errors, the lines are imported but not processed as issues. You can view the error message, resolve the error, and save the order as a draft or an issue.

  1. Select Issues & Returns > Import in Storeroom.
    Note: 
    • You can filter the issues based on Import Source. Possible values:
      • File: Displays the issues imported from the CSV file.
      • Electronic Orders: Displays the issues created from the JSON file using vending machine controller.
    • The error icon is displayed in the Errors column, if errors occur during the import process.
  2. Select the import and then click Submit to create the order, if the file does not have errors.

    The Processing indicator will be selected and this message is displayed: Success. The import is being processed.

    Because the submit 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 OS user record. It includes the order number.

    After you receive the email, click Refresh to clear the processed import from the Active Imports grid. If the import still contains lines with errors, correct the errors and submit the data again. Optionally, delete the lines.

  3. Click the drill down icon to view the lines from the file, if the file has errors.

    An error icon is displayed in the Errors column, if a line has errors. Review the error in the Error Messages column, and then fix the error.

    A line with a serial- controlled product causes an error. To assign a control number, select the line and then click Serials. Specify the control numbers are required and then click OK.

    If a line for lot-controlled products has an error, select the line, and click Lots. The Issues & Returns Import-Lot Entry screen is displayed where-in you must modify the information to resolve the error.

    You must specify the Customer Product to ensure that the product’s unit of measure is processed correctly.

    To exclude a line from import into Storeroom, select the line and then click Remove 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. Click Validate to check the file for remaining errors, after the errors are corrected.

    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. Click Submit to validate and submit lines with no errors to Distribution SX.e.

    Lines with no errors are processed to create an order. After you receive the email notification, click Refresh to clear the processed import from the Active Imports grid. If the import still contains lines with errors, correct the errors and submit the data again. Optionally, delete the lines.

    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.