How to map the items and import the invoice?
Item Mapping
After mapping the fields, you are required to do the mapping of the items. This is essential because the item names in the purchase invoice and in Item Master may not be exactly the same.
Follow the steps below for mapping the items.
After completing the manual mapping, the Purchase Invoice Import screen is displayed.
1. Click Browse to select the purchase invoice file.
2. Click Import.
A Sample purchase invoice DIST4 from distributor 4 is shown below.
3. Map the items one by one as shown in the below images. This is necessary because, the item name in the application and in the purchase invoice may not be matching with each other. For this, the user needs to match each item in the purchase invoice with the equivalent name in the Item Master so that the items will get imported.
Note: when an item in the purchase invoice of a particular distributor is already mapped with the one in the application, from second time there is no need to map the item again if it is from the same distributor and the item will be skipped for mapping.
4. After mapping all the items, the purchase import will be imported which is shown in the below image.
Note: Unsaved imported invoices will be listed out when you hit the Inv. Import (Alt + Ctrl + F2) function key once again.
After mapping the fields, you are required to do the mapping of the items. This is essential because the item names in the purchase invoice and in Item Master may not be exactly the same.
Follow the steps below for mapping the items.
After completing the manual mapping, the Purchase Invoice Import screen is displayed.
1. Click Browse to select the purchase invoice file.
2. Click Import.
A Sample purchase invoice DIST4 from distributor 4 is shown below.
3. Map the items one by one as shown in the below images. This is necessary because, the item name in the application and in the purchase invoice may not be matching with each other. For this, the user needs to match each item in the purchase invoice with the equivalent name in the Item Master so that the items will get imported.
Note: when an item in the purchase invoice of a particular distributor is already mapped with the one in the application, from second time there is no need to map the item again if it is from the same distributor and the item will be skipped for mapping.
4. After mapping all the items, the purchase import will be imported which is shown in the below image.
Note: Unsaved imported invoices will be listed out when you hit the Inv. Import (Alt + Ctrl + F2) function key once again.
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