Sales Order Import Setup
Go to: ExFlow Sales Order Import Setup
Next step is to specify a couple of parameters in ExFlow Sales Order Import Setup.
| General | |
|---|---|
| Dummy Item No. for Sales Order Import: | Specifies the Dummy Item to be used in case there is no other match for imported sales order line. |
| Automatically Update OCR Mapping When Dummy Item is Applied | Specifies if the OCR Mapping will be automatically updated if the user made selection, after dummy item was applied during import. |
| Allow Posting on Dummy Item | Specifies if the posting is allowed on Dummy Item. |
| Automatically Create Documents | Decides if documents without errors will be automatically created as sales orders on import. |
| Ship-To Address Code Mandatory | Specifies if the field Ship to Address Code is required, if enabled a code needs to be selected to create the Sales Order. |
| Use Custom Address | Use the custom address interpreted from the OCR Service or add it manually after the order has been created. If address fields are not populated from import, the order will be created with the customers default shipping address. If this setting is enabled, then ''Ship-To Address Code'' will be disabled. |
| Contact No. Mandatory | Specifies if the field Contact No. is required, if enabled a code needs to be selected to create the Sales Order. |
| Set Order Date To | Specifies what the Order Date should be set to on the Sales Order. |
| Automatically Explode BOM Items | Specifies if imported BOM-Item lines will be exploded when sales order is created. |
| Copy Dimension From | Specifies from where exploded BOM-Items should copy dimensions from. |
| Default No. Series | Specifies the No. Series that is used when creating sales orders with ExFlow. If blank, No. Series from the Sales & Receivables Setup will be used. |
ExFlow Sales Order Matching Priority
Go to: ExFlow Sales Order Import Setup --> Related --> ExFlow Sales Order Matching Priority
Edit the list if a matching priority is to be followed, or excluded in the matching process.
Ship-To Address Matching Setup
Go to: ExFlow Sales Order Import Setup --> Related --> Ship-To Address Matching Setup
Edit the list to make changes regarding the mandatory fields of interpreted values, like Contact name or Delivery City. If the interpreted value mismatch customers Ship-To Address then the imported document will stay in the imported sales list with error and needs to be handled manually.
All mandatory -marked fields must be met to avoid error on the imported document, so it must for example have a Ship-to Address Filter ''City'', ''Email'' and ''Contact'' according to the example below.
Furthermore, it possible to add more than one value on the Ship-to Address Filter. For instance, in the OCR Field ''Contact Name'', add filter ''Name, Contact and Phone No.'' in the Ship-to Address Filter. So, when interpreting a Contact Name in EDC, it's possible to interpret for example a phone no instead of a Name. It's also possible to work with interpreting more than one specific Contact/Name. As long the information exist on the Customer in Business Central, then the sales document will be processed and created when imported.
Field Mapping Setup
Go to: ExFlow Sales Order Import Setup --> Related --> Field Mapping Setup
With ExFlow Standard BC Field Mapping we can transfer interpreted data from imported fields to BC Sales header and line fields.
Click the “Edit List” button and select “Header” or “Lines” in order to display a list of the current mappings. Select a “BC Field No.” to change the field mappings.
When the Sales Order is created, the ExFlow BC Field mapping functionality will transfer the values to the fields on the sales order, as selected in this setup.
This feature can map to all general fields on a sales order, including special ISV and custom fields.
The Misc fields cannot be mapped to a blob field.
Reset Field Mapping Setup
Go to: ExFlow Sales Order Import Setup --> Related --> Reset Field Mapping Setup
Clicking on Reset Field Mapping Setup will give the pop up question: ''Are you sure you want to reset field mappings?'' Clicking on ''Yes'' will then reset any added custom mappings in Field Mapping Setup page.