BATCH.csv Summaries

Following a successful import the system will first load the tyre data file into a working area in Kestrel and present the output in a form. Selection of the Edit Batch command button enables an imported tyre transaction batch file to be edited i.e. to rectify certain key fields for particular records. This is presented in a fashion that allows the data contents and values to be reviewed in two sections: records that have matched and validated successfully; records that are unmatched or failed validation. These sections are based around key tests that are carried out automatically by the system when imported. These tests are as follows:

• Is the registration number (REGNO) valid?
• Is the recharge status different to that held in the Replacement Codes (RECHFLAG) and Other Codes (OTHRECHV) Tables in Miscellaneous Options ?
• Does the recharge % applied match that held in the Tyre Tread Depths (TYRRECHP) table ?
• Is the code (REPLREAS) mapped to the codes in the Replacement Codes Table in Miscellaneous Options ?
• For eacj Other replacement reason is the code (OTHER) mapped to the codes in the Other Codes Table in Miscellaneous Options ?
• The Replacement Flag is validated against Tyre Import Other Codes and find Other Codes TYRE1, TYRE2 - TYRE7 using the tyre position number to identify the relevant code. It is expected that default Tyre Import Other Codes are set up prior to import to represent 7 tyre positions. (e.g. Codes TYRE1, TYRE2 - TYRE7, etc).
• Are the cost and tyre depth values numeric values ?
• The validation process forces uppercase text lookup on processing.

Note: For successfully matched items the system sets the MATCHED field to Matched else Not Matched. Where a transaction fails a key test a reason for the transaction not being matched populates a Mismatch Reason field:

• If no match exists on Registration Number validation, will give a Mismatch Reason of Reg No. Mismatch.
• If no match exists on Replacement Code validation will give a Mismatch Reason of Replacement Code Mismatch.
• If no match exists on Other Replacement Reason validation will give a Mismatch Reason of Other Reason Mismatch.
• Otherwise the mismatch reason is left blank.

Each record will be annotated with the Batch Number, Year, and Import Date. This to be used for Invoice Posting and matching process.

For each of the (matched or unmatched) sections the system displays an overview of the total for the number of records and invoice amounts in each. A single-left-click on either the Matched or Unmatched Items grid row in the form displays the Matched Item Summary or Unmatched Item Summary form as appropriate.

What do you want to do?

• View the BATCH.csv Summary form
• View the full Tyre Import System process
• View Tyre Import System Parameters
• Set up the required Background Tables for the Tyre Import process
• Perform a Tyre Import
• Edit/Review Matched/Unmatched Items in Tyre Import File.
• Convert Tyre Import records into Approvals
• View the tyre details maintenance history record

To access BATCH.csv Summaries:

1. From the Master Menu, select the Maintenance Control option and Company required.

   The Maintenance Control menu is displayed.

2. Select the Miscellaneous Options option.

   The Miscellaneous Options form is displayed.

3. Select the Tyre Import Menu option.

   The Tyre Import Menu is displayed.

4. Select the Import Tyre File option.

   The Tyre Import File form is displayed.

5. Select the Edit Batch command button.

   The Edit Batch form is displayed.

6. Select the Edit command button.

   The BATCH.csv Summaries form is displayed.

BATCH.csv Summaries form

This form is divided into four parts that are as follows:

Title Bar

In addition to displaying the form name the Title Bar displays other useful identification criteria and buttons.

Menubar and Toolbar

• File

• Help

Menu	Icon	Description
File > Exit		Exits the BATCH.csv Summaries form.
Help >		Provides online access to context sensitive help for the current application using the default browser.

BATCH.csv Summaries Dialogue Box

A single-left-click on either the Matched or Unmatched Items grid row in the form displays the Matched Item Summary or Unmatched Item Summary form as appropriate.

Matched Items - Total: The total of successfully matched tyre records within the batch.

Matched Items - Value: The total value of successfully matched tyre records within the batch.

Unmatched Items - Total: The total of unsuccessful unmatched tyre records within the batch.

Unmatched Items - Total: The total value of unsuccessful unmatched tyre records within the batch.