<This topic is in draft form only - it has been constructed solely from the corresponding requirements documentation and supporting use cases>
The procedure to view the posting results of a data import batch is as follows:
- Navigate to Quick Menu > System > File Import > File Import. The File Import Batch Details window is displayed.
- Expand an import type subheading from within the nested status structure and select an associated batch reference from the numerical list (or type a matching attribute into the Search File Import Batches field). By default the list is filtered to show Open batches. An alternative filter can be applied using the Select view drop-down field: Created, Imported, Part Posted, Posted, Cancelled or All
1.
- Click on Details. The Details tab is activated, revealing a list of batched import results at data field level in the Imports summary table.
- To validate the underlying transactions at data field level, double-click on the desired row. All batched import transaction values associated with the selected data field are displayed in the Imports summary table 2.
Note
1 The Search Import Batches field will match against any element of the batch import date reference.
2 System validation rules applied to the import mechanisms ensure the integrity of the underlying data; any errors detected are reported at field and transaction level.
See related topics...
Data import management overview
To post the transactions held in a data import batch
To create a new data import batch
To cancel a data import batch
