When analyzing an invoice, you may find that we already have a scratchpad in the system with a similar structure but errors or does not produce the expected results when uploading. This could be due to a variety of reasons such as missing fields, different date formats or hard coded values which are specific for that set of invoices/broker.
For such cases the below steps can be followed to speed up the template creation process.
Copy the template and rename it
Open Scheduler > Merit > Edit Re-browse Data in Import Template
Update the template name and press OK
Select the activity and execute
Browse for the invoice and re-map columns.
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