Tasks in the Actions tab of your import map depend on the type of file you are importing and how the import profile is set up. The Action Class file determines the selections.
Note: A G/L Account is only required for G/L payables. If you are reconciling a purchase order (creating a P/O payable) then no G/L account is needed.
When using the Solar Eclipse File Import from the Sales Order Entry window, you can have the system use the default product ID if a product can't be identified. To use this option, select the check box for If product in row can't be identified, use 'Default Product If Not Found' control record for it.
For the Payables Action Class, the system needs to know how to handle creating payables and options include matching selections:
Create G/L payable when no field matches are made. - Select for the system to always creates a new payable record for each row imported disregarding any matching logic. This is the default.
Create Purchase Order payable when the following import field <selection> - Select for the system to create payable for rows only when the selected match is found fro the field you specify. If you use this selection and no match is found the system states that in the notification.
Matches the Purchase Order ID (including Invoice Number, for example: P1234567.001)
Matches the PO Order # Field (from the Purchase Order Header screen)
For the Generic Action Class, the system needs to know how to handle updating existing records and creating new records. Options are based on those criterion:
Always create new records - Select for the system to always creates a new payable record for each row imported disregarding any matching logic.
Only create new records when the ID matches. - Select for the system to only create new records and disregard existing records when the ID matches on import.
Update existing records when the ID matches, otherwise create new records. - Select for the system to update existing records or create new records when the ID matches on import.
Update existing records when the ID matches. - Select for the system to update existing records and disregard new records when IDs match.