Importing Courier Tracking Data
This data import will import courier tracking data such as might be exported from commercial courier software. Courier tracking data might typically include information on shipments to a customer, a purchase vendor, or a subcontract repair vendor as recorded on repair order, sales invoice, credit note, and purchase order records. Records can only be updated, not added.
Import Option Fields
|
Field |
Description |
|
Module |
Select whether the courier tracking data is to be imported to Repair Orders (the system default), Sales Invoices, Credit Notes, or Purchase Orders. |
|
Ship Via |
Enter or select the shipping method to be assigned to the Ship Via field on each record, up to 40 characters. Leave this field empty (the system default) to not update the ship via field. See Shipping Methods to customize the dropdown list. |
Imported Fields
|
AYS Field |
Field Name Matching |
Notes and Data Validation |
|
Tracking Code |
TrackingCode or Track |
Shipment tracking code. A text string of up to 30 characters. It is a required field and may not be empty |
|
Form Numbers (1) |
FormNumber1, Number, or No |
A space- or comma-delimited list of existing form number for the selected module (repair orders, sales invoices, credit note, or purchase order). At least one form number for an existing record must exist in one of the imported form number fields, and each form number must be in the range of 0 to 99999999. |
|
Form Numbers (2) |
FormNumber2, Number2, or No2 |
A space- or comma-delimited list of existing form number for the selected module (repair orders, sales invoices, credit note, or purchase order). At least one form number for an existing record must exist in one of the imported form number fields, and each form number must be in the range of 0 to 99999999. |
|
Form Numbers (3) |
FormNumber3, Number3, or No3 |
A space- or comma-delimited list of existing form number for the selected module (repair orders, sales invoices, credit note, or purchase order). At least one form number for an existing record must exist in one of the imported form number fields, and each form number must be in the range of 0 to 99999999. |
|
Date Sent to Repair Vendor |
DateSentToRepairVendor or Vend |
Date an item being repaired was shipped to a subcontract repair vendor. A date value. This field is ignored when not importing to repair order records. |
|
Date Returned to Customer |
DateReturnedToCustomer or Cust |
Date an item being repaired was shipped back to the customer. A date value. This field is ignored when not importing to repair order records. |
|
Notes to Print |
NotesToPrint, PublicNotes, or Public |
Notes to be appended to the end of the printable notes on the corresponding record. An unlimited text string. |
|
Private Notes |
PrivateNotes, Private, or Notes |
Notes to be appended to the end of the private notes on the corresponding record (not to be printed). An unlimited text string. |
Importing courier tracking data is available only for licensed users of version 3.0 and higher, and is not available in the Repair Micro edition.
(See also Tracking Shipments On-Line.)
Importing Customer Contacts