Order data is imported in the form of tab- or comma-delimited files. Before using the Orders Importer to import your files, be sure to back up your iMIS database. If your import fails, you can restore your original data from the backup copy; otherwise, you must manually delete each transaction in the imported batch.
When importing orders, you need to be aware of the following:
Product status codes
Only products with an Active status can be imported. If an order line's product does not have an Active status, the Importer will not import the order line, and the order line will be inserted into an error log along with any other order line failures. No other order lines will be affected; the Importer will process the order's remaining order lines.
Payments
The iMIS Orders Importer does not support entering multiple payments. Only single payments can be imported.
Freight charges
If you want freight charges to calculate automatically for an imported order, you must enable the Automatic Calculation of Freight Charge and Freight by Weight options on the Add-on Charges window (from Orders, select Set up module, and click Add-on Charges). The Orders Importer does not support the Freight by Total Value Ordered or Freight by Total Quantity Ordered options.
Multiple warehouses
The iMIS Orders Importer supports Multi-Warehouses when the Enable Multi-Warehouses option is enabled on the Inventory System Setup window (from Orders, select Set up module, and click Inventory).
If the Enable Multi-Warehouses option is disabled, the Importer will ignore any warehouse location entered when an order is imported. The Importer then determines whether the product is a stock item:
■ Product is not a stock item - Order_Lines.LOCATION is left blank.
■ Product is a stock item - Order_Lines.LOCATION is populated with Default.
If the Enable Multi-Warehouses option is enabled, the Importer first verifies whether the product is a stock item:
■ Product is not a stock item - Order_Lines.LOCATION is left blank.
■ Product is a stock item - The Importer verifies whether Order_Lines.LOCATION is populated:
■ Order_Lines.LOCATION is not populated - The Importer populates Order_Lines.LOCATION with the Default Warehouse defined on the Inventory System Setup window.
■ Order_Lines.LOCATION is populated - The Importer uses the defined warehouse location. If the defined warehouse location does not have sufficient products in inventory, the import will fail, and an error message will be generated.
To import orders
Only products with an Active status can be imported.
1. Create the file(s) that you want to import in either a tab- or comma-delimited file format. After creating a file, you can import it into iMIS. For more information, refer to Formatting import data.
2. From AR/Cash, select Enter and edit transactions > Import transactions to open the Select import file window.
3. Find and select the tab- or comma-delimited file that you want to import.
4. Click Open. A system message will indicate that the transactions are processing.
5. If there are any problems while importing the file, an Order Import Error Report will print:
□ A Warning message indicates that a problem exists with an order but that the file was still imported.
□ A Fatal Error message indicates that the file was not imported. If an import does fail, check the import file for stray spaces, missing tabs, or other errors.