Despatch Transaction - Check Out / Pending

Description

The Datapel Inventory Controller Series supports a number of Data Exchange interfaces. Using the DataEx interface configuration information can be IMPORTED and EXPORTED from the ICXE database.

This feature allow Administrators or Consultants to quickly configure the Inventory Management System Workspace with datasets already prepared in Excel or via export from other systems. Likewise, information already entered or captured by an Inventory Controller workspace can be exported to provide External Systems indirect access to stock tracking datasets.

Import Format

The format supported is:

TSV (Tab Separated Variables)

Import Header

XE import recognises and skips header record.
All Headers must be kept in a particular sequence.

Detail Steps

The following support note describes how the ICXE files should be formed and how they are imported into the ICXE.

1. Create a folder that will be used to hold Import/Export files.

It is recommended that .txt file be named by their import/export type. (Transactions, Items, Suppliers, Customers, Shipping Methods, Custom Lists, Users)

2. Once preparations are complete within Excel save the transaction import file as a text (tab delimited).

3. Select File, Import, Transactions... then selcted the transaction type (All Types, Check In, Check Out, Transfer).

4. Select Import Transactions... and browse for the .txt file. Once selected Open File.

To check the system details of import the Status Report should be used.

CHECKIN HEADERS and FIELDS

Table below Provides an overview of ICXE the transactional headers and a description on each field.

Field	Type	Max	Required	Notes
Transaction Type	Varchar	2	Y	Must be set to CO for CHECKOUT or COP for Pending CheckOut
ItemNumber or Barcode	Varchar	20	Y/N	IF UNTRACKED required either ItemNumber or Barcode (GTIN) OTHERWISE IF BRN is unique only BRN required
Quantity	Integer		Y	required integer only
UOM	Varchar	10	N	defaults to inventoried quantity - future use
BRN / Batch-Serial#	Varchar	50	Y/N	if blank the UNTRACKED code is used (~) REQUIRED if ItemNumber or Barcode MISSING*
LOT #	Integer		N	if blank any LOT is used
Expiry	Datetime		N	If blank any expiry date is used
LocationID	Varchar	50	Y	Location CardID (exact name of Location) to check stock out from
BinID	Varchar	50	N	If blank the * Bin is used
DstLocationID	Varchar	50	I	IGNORED - Do not use for CheckOut
DstBinID	Varchar	50	I	IGNORED - Do not use for CheckOut
Reference	Varchar	15	N	If blank CO-XXXX-XXXX format code is substituted
CheckOutDate	Datetime		N	If blank the current date is used*
ContactID	Varchar	20	N	Contact Reference - If blank Location CardID is used
Username	Varchar	20	Y	User Login Identification
Comment	Varchar	100	N	Comment
TaxExc	Decimal		Y	Price exclude tax
TaxInc	Decimal		Y	Price include tax
UDF1	Varchar	200	Y	Uniden Order Number \| Picklist No \| Carrier Code \| Account No / Customer Code
UDF2	Varchar	200	Y	Invoice To Contact Name \| Invoice To Address
UDF3	Varchar	200	Y	Ship to Contact Name \| Ship To Address

¹ Datetime format is dependent on your Regional settings either DD/MM/YYYY or MM/DD/YYYY e.g. 23/12/2015 or 12/23/2015 is acceptable.
Deprecated Fields:NaN
*Assumes BRN is unique Serial# and will return only one stock record

Example:

This example shows a multi-line CheckOut the Date, Contact, Location, Comment are taken from the FIRST DATALINE ONLY

FILE CO-EXAMPLE.CSV

--------

TYPE    ITEMCODE QUANTITY UOM     BRN      LOT     EXPIRY  LOCATION BIN

DSTLOCATION      DSTBIN  REFERENCE        TXDATE  CONTACT USERNAME COMMENT

TAXEXC  TAXINC   UDF1    UDF2    UDF3

COP     BT694    2                        1               ALFRED   *

                                          BING LEE(BK)- BANKSTOWN

24.74   27.21    352559|656271|213212|06832        BING LEE(BK)- BANKSTOWN|HOMEMAKER CITY BANKSTOWN, SHOP 6, 173 CANTERBURY RD, BANKSTOWN, NSW, 2200

ATTN TANI|UNIT 1 / 31 SHIRLEY ROAD, , , WOLLSTONECRAFT NSW, 206, 2065

COP     BT904    3                        1               ALFRED   *

                                          BING LEE(BK)- BANKSTOWN

37.11   40.82    352559|656271|213212|06832        BING LEE(BK)- BANKSTOWN|HOMEMAKER CITY BANKSTOWN, SHOP 6, 173 CANTERBURY RD, BANKSTOWN, NSW, 2200

ATTN TANI|UNIT 1 / 31 SHIRLEY ROAD, , , WOLLSTONECRAFT NSW, 206, 2065

COP     BT694    4                        1               ALFRED   *

                                          HARVEY NORMAN (136)HOPPERS CROSSING

57.44   63.18    352560|656268|136/89874251|16504  HARVEY NORMAN (136)HOPPERS CROSSING|LOT 1/201-219 OLD GEELONG RD, , , HOPPERS CROSSING, VIC, 3029

UNIDEN AUSTRALIA|345 PRINCES HIGHWAY, , , ROCKDALE, NSW, 2216

COP     BT904    4                        1               ALFRED   *

                                          HARVEY NORMAN (136)HOPPERS CROSSING

57.44   63.18    352560|656269|136/89874251|16504  HARVEY NORMAN (136)HOPPERS CROSSING|LOT 1/201-219 OLD GEELONG RD, , , HOPPERS CROSSING, VIC, 3029

UNIDEN AUSTRALIA|345 PRINCES HIGHWAY, , , ROCKDALE, NSW, 2216

EOF -------

On Import this will create TWO (2) CheckOut Transactions - order # 352559 and 352560.

In the second example a SPANNER will automatically be assigned as the CHECKOUT ITEM - since the Serial# is unique.

To indicate a new transaction within the file a BLANK LINE or CR-LF separator is used.

Errors and Exceptions

If a Required field is missing the transaction group is skipped - an error log is written to SYSTEM STATUS REPORTER
If a Duplicate Serial / Batch Number is found and an ITEMCODE, LOT, BIN etc is not provided transaction is SKIPPED with AMBIGUOUS Stock Group Error
If a field exceeds the specified CHAR WIDTH it will be truncated
If CONTACT ID or LOCATION ID not found the transaction group is skipped.
If ITEMCODE/BARCODE not found and BRN returns more than ONE StockGroup the transaction group is skipped (see point 2) same error code.
Change CO to COP to create an open despatch transaction. (P=Pending).

Related Information

None