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Our customers send their orders in excel but with a different structure. How a data loader can be adapted to solve this problem? |
Milti SO Data Loader can be equipped with two or more Open File buttons, for example:
– Open ABC Co. File
– Open XYZ Co. File
– Open MMM Ltd. File
– etc.
so each button above will read the corresponding file format and place data elements into appropriate Excel sheet ranges, so the user doesn’t need to manually populate the information. Then the user will click to Upload. So our answer is, as long as your customer(s) send orders in Excel format which remains consistent, we can add those buttons above. Also, you (or your management) may officially ask your customers to follow the agreed file format when sending orders. This will speed up Order processing in your company and eliminate errors so they don’t get any delays or problems.
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For input files with just the Sold-To information, are you able to change the Ship-To manually? |
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Yes, the Ship-To can be changed. On Validation, if a ship-to is displayed, it can be changed. Currently the Data Loader defaults to the Sold-To number if the Ship-To field is left blank, but another Ship-To can be entered.
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Does a Ship-To have to be an existing address? |
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Yes, the Ship-To has to be an existing address. However, if you need to add functionality so that you can create a Ship-To on the fly, that is possible. We will work with you to add features required for using this Data Loader in your environment. |
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Can this Data Loader handle reason codes for changes to Sales Orders? |
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Yes, reason codes can be easily entered and it is already an available function in this Data Loader. For simplicity sake, some fields are intentionally kept hidden in this webinar demonstration — the reason code column is one of them.
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Can we add new lines to existing sales orders? |
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As a customization to the standard Multi SO data loader, we can add a function where users can download existing sales order and add new lines in addition to being able to edit dates, quantities and prices.
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Can we delete lines from an existing sales order? |
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Yes, in our Sales Order Modify tab or stand alone SO Modify Data Loader, users can delete an existing line from a sales order. It is a separate action button so users do not delete the line in error when uploading changes to existing lines.
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Does this Data Loader integrate with EDI? |
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The Loader does not integrate with EDI per se, but it has the Open file functionality. As EDI files are text files, we can parse them provided we have the specification, and import the data into the Data Loader, where it can be reviewed before uploading to QAD.
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We have master comments for some of our customers. Can these be automatically added to the sales order? |
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Yes, in some versions of the Multi SO Data Loader there is a column for Master Comment reference where you can add the master comment reference code and it will automatically add that comment to the Sales Order header comments for the customer. The same applies to master comments against line items.
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Can we add additional comments besides master comments? |
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Yes, we can add logic that allows the user to add new comments in addition to the auto population of master comments.
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If we need to change the default print comments boxes, can we do that in the Loader? |
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Yes, this would be a customization. We can add fields that allow the user to select whether to print header or line comments if it is different than the default set up in QAD.
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