Correct Auto Invoice Failed records

During AutoInvoice import, records that pass validation are transferred to the Receivables tables. Records that fail validation remain in the AutoInvoice interface tables. Before AutoInvoice can validate these records and create transactions, you must correct invalid data and run AutoInvoice again.

Each time you run AutoInvoice, the process generates a list of records that failed validation. You can display these AutoInvoice errors as an Excel workbook:

·       Click the Manage AutoInvoice Lines link to open a workbook with all error records.

Click Search:

Correct the records for the error mentioned and then click upload button.

A workbook presents existing records for update or deletion only. You cannot enter new transaction information into a workbook. Each column in a given worksheet corresponds to the columns in the respective interface tables. Below additional columns manage the processing of your updates:

·       “Changed”: Tracks changes made to a given row. The upload only processes rows marked in this column.

·       “Flagged” for Deletion: Indicates rows marked for deletion. When a row is flagged for deletion, all the corresponding lines in all the related tables are also deleted.

     In order to delete lines then perform the following:

     1. For the line you want to delete, double click on the cell below the flagged column. This will   

     cause a tiny circle to be created in the cell

     2. Then click on upload button found in tab: Manage Autoinvoice Lines

·       Update “Status”: Displays the results of each update to the interface tables.

·       Error Message: Displays the import rejection reason.