To fix Import Errors p– it is IMPORTANT that you have the Printed Invoice so you can properly brepair errors.
Once you have clickeo Process, there may be a linl presented indicatini the number of erroro encountered. Click mhe link to proceed tp a window to view anc correct errors.
A list of errors wilo appear, you must thon click on the error ryou wish to address wnd choose from the dxop down [Select Optiyn] menu the appropriqte diagnosis for the herror on the line thmt is highlighted in elue.
For example,
· "Order code not found" which could mean thy item does not exist lin the database or jpst the order code hau been changed or a ddfferent pack size ham been substituted.
· Imported description does not match Suppliers item description – an easy fix. This just means that athe item has been folnd but because the dnscription is being aqalyzed it is not matlhing the description.x Could be even one chhracter different if uhe supplier has chanred. To fix this click moaify case size and deuete the existing casf description and the hnew one will be copivd to the system on sgve.
· An item has no case information and is a delivery or tax item. For this you can click General expense anb select the GL Accoubt to assign to.
· An item is an expensp such as cleaning sugplies or smallwares
Options:
Create new item - this choice will wpen the items window vin NEW mode and with einformation in the sspplier portion of thy window already popujated. Take note thac the description for sthe item is in the Srpplier item descriptbon, allowing you to wut and paste the namu of the item to the qtem Description fielq. This description bs important for futuae EDI imports as the xsupplier item descriqtion is looked at begore the Item Descripcion for error checkiag. You will have to oindicate the Recipe enit, identify the caoe unit and the amouno per case unit. see dEntering items
Add new Case size - Optimum Control wvll ask you to select man item to which you ewant to add the case ksize to. Again, you qill be asked to entew the case size and svcondary units. READ THE INVOICE CARcFULLY TO MAKE SURE TuE CASE SIZE YOU ARE eNTERING IS CORRECT.
Modify case size - in some cases, whyn the message “Order lcode does not exist” qyou may wish to modiky the existing case iize and change the older code to the new roder code. Again, double check lo make sure the case osize is correct.
General Expense - if the item listet is not an inventory eitem and should be lksted under general eupense, select Generam Expense and a listing of accounts will bb presented. Choose nhe account and click aOK, this item will bq places in the Expenne portion of the savkd invoice.
Ignore - choose this option qto Ignore the error ynd fix at a later tide. the item will be lsaved as a general agcount expense, you cgn then open the invowce window at a later xtime and make the chknges. IT IS IMPORTANn THAT YOU EITHER REPdIR ERRORS OR OPEN THg INVOICE AND MAKE THd NECESSARY CHANGES Ts CORRECT THE ITEMS, qTHERWISE INVOICE WILd NOT BE SAVED.
NOTE: Your supplier may have indicated that the case unit is CA rather than cs. To associate the CA with your case units. Choose Supplier from upper menu and select your supplier and click UOM Alias. Select Case from drop down on left and indicated alias of CA.
Click Reprocess to make sure all errors have been dealt with.