Feature - Add Support for Import of Shipment Tracking Number for Sales Order Through CSV File

Release date: 5/19/2020

Version 8.5 and Up

Elliott will now support importing of shipment tracking numbers for sales orders through a CSV File. The CSV file should contain the following fields:



Please note that Order# and Tracking# are the only required fields.

If the Package# is not provided, then it is assumed to be 1. 

If the weight is not provided, then it won't be written to the note.

If the freight is not provided, then it won't be written to the note.

If Ship Via is not provided, then we look up the ship via description using the 
order ship via code.

The note Create Date and Modify Date will be set to the System Date.

The note Create Time and Modify Time will be set to the System Time.

The Reference field will be used for the Note Subject.

The Pre-Interface import screen will prompt for:


Values in fields 1 and 2 will be saved and used for the next session.

An example of the Pre-Interface report follows:


All errors must be resolved before the Interface can proceed.  Please note that to reduce the possibility for duplication of tracking notes, the program will warn the user if a tracking number has already been entered for an order, and an error will occur if the import tracking number already exists for that order.

The Interface screen prompts for the following:


  Values in fields 1 and 2 will be saved and used for the next session. Enter "Y" for the "Do You Want To Interface At This Time ?" question when you are ready to interface.

An example of the Interface report follows:
 
If there are no errors present when running the Interface, the input CSV file will be deleted.


Modified programs:  CP0200.CBL, DATE.WS, DATE.PL, DATEGR.WS, DATEGR.PL
New: CPTRKIMS.CBL, CPTRKIMP.CBL, CPIMPER2(SL, FD, WS, DS), CPIMPTRK(SL, FD, WS, DS), CPTRKASC(SL, FD, WS, DS)               

DLM

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