Aptean eCommerce Order Import Management

Menu Path: Aptean eCommerce $Images\bluerarw.gif$ Aptean eCommerce Order Import Management

Purpose

Overview

Use Aptean eCommerce Order Import Management to view, and reprocess the eCommerce Orders after importing. You can also export a failed order as a .txt order import file and identify the import warnings and errors, troubleshoot them, make changes to the .txt order import file, and manually import it in Order Import.

Ribbon Home Tab Buttons

Select Tab Fields and Buttons

Result Tab Fields and Buttons

Print Options Tab Fields and Buttons

Field or Button

Description

Output Option

Select one of the following output options:

Screen - Output to a PDF so you can immediately view the report. If you select this option, you cannot output using Scheduling Assistant.
File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name.
Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field and the number of copies to print in the Number of Copies field.
Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a PDF file.
Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information. If you select this option and select to output to Scheduling Assistant, you are prompted to select recipients for an email, and Scheduling Assistant sends an email with the report attached as an Excel file.

Output File Type

Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.

Specify File Name

Select this check box to specify the file name of the output report. This check box is only available if you select the File radio button.

Output Directory

Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared.

Output File Name

Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. The file extension of the file name should match the selected output file type. This field is only available if you select the Specify File Name check box.

Excel Format Name

Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.

Format Maintenance

Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button.

Save As Type

Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.

Include header

Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.

Delimiter

Enter a comma (,), caret (^), or vertical bar (|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.

Enclosing Character

If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.

Printer

Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.

Subject

Enter a subject for the report email. This field is only available if you select the Email radio button. If you leave this field blank, the subject is the report title.

Run Now

This radio button is disabled in this window.

Schedule

This radio button is disabled in this window.

Time

These fields and radio buttons are disabled in this window.

Date

This option is disabled in this window.

Task Occurs

These radio buttons are disabled in this window.

Task Description

This field is disabled in this window.

Scheduling Assistant Queue

This field is disabled in this window.

Task Completion Notification

External Email : This check box is disabled in this window.
Screen Alert : This check box is disabled in this window
Internal Email : This check box is disabled in this window

Button	Description
Exit	Click this button to close the window.
Show Data	Click this button to refresh data in the Results grid on the Results tab.
Select All	Click this button to select the check box in the Select column in the Results grid for all displayed orders. This button is only available if the Results tab is displayed.
Deselect All	Click this button to clear the check box in the Select column in the Results grid for all displayed orders. This button is only available if the Results tab is displayed.
Reprocess	Select this button to reprocess the order if the order has import errors. This button is only available if the Results tab is displayed.
Export	Click this button to export the selected order. This button is only available if the Results tab is displayed.
Import Warnings/Errors	Click this button to display Aptean eCommerce Order Import Warning/Error, which allows you to view the warning and error messages created during import processing for a specific eCommerce order. This button is only available if the Results tab is displayed.
Order Inquiry	Click this button to display Order Entry for the selected order. This button is only available if the Results tab is displayed. Note If you are not authorized to use Order Entry, Order Inquiry appears instead, and allows you to view details for the selected order.

Field or Button	Description
Site ID	Enter a site ID, or click the Lookup button to select an existing site
Name	Enter a site name, or click the Lookup button to select an existing name.
All Last Processed Dates	Select this check box to display orders for all last processed dates.
From	Enter the first processed date, or click the drop-down arrow to select a date.
To	Enter the last processed date, or click the drop-down arrow to select a date.
Imported	Select whether or not to display imported eCommerce orders, or all eCommerce orders.
Reviewed	Select whether to display reviewed eCommerce orders, unreviewed eCommerce orders, or all eCommerce orders.

Field or Button	Description
eCommerce Orders	This grid displays eCommerce orders based on the criteria selected on the Select tab.