Import data into invoice

You can import bulk data through transform map using excel file.

始める前に

Role required: admin

手順

1. Navigate to All > Accounts Payable Workspace.
2. View the inbound table sn_spend_intg_imp_invoice_list.do.
3. Right-click the column heading.
4. Select Import.
   The Import external data into Invoice Import page appears. For more information on importing data through transform map, see Run transform to update invoice data.

   注:

   Follow the same steps for invoice lines and invoice payment.
5. Select if you want to Insert or Update data.
   By default, Insert is selected.
6. Check the Do you want to create an Excel template to enter data? check box.
   1. In the Create an Excel template file to enter data dialog box, select the Include all fields in the template check box.
   2. Click Create Excel template.
   3. In Upload the template file, browse for the excel file in XLS format.
   4. Click Upload.

タスクの結果

Excel template is created and uploaded with mandatory invoice data.