Before invoices or credit notes can be imported into the Sales Ledger, they are automatically converted on upload and displayed in a holding area in Autoline, where any invalid documents must be amended. If you choose to abandon the process, a manual conversion facility enables you to continue at a later stage, using the Convert button.
What do you want to do?
This form enables you to upload copies of these documents from a dealer's personal computer (PC). The files can then be imported into the Sales Ledger.
To access the GM Rentals Form:
Select the Rentals invoice import option from the Vehicle Rentals Menu.
The GM Rentals form is displayed:
Point-of-Sale company: The company you want to run the import for
Progress: Messages as to the import file's progress and some error messages
PUSH BUTTONS:
Upload: Searches for, and automatically converts copies of, the invoices or credit notes to be uploaded into the Uploaded Documents Form, ready to import into the Sales Ledger
Convert: Where conversion is not completed, click the Convert button to re-try the conversion by uploading copies of invoices and credit notes into the Uploaded Documents Form.
FTP settings: Displays the MS File Transfers Form
uploads invoices directly into a temporary holding area
validates the invoices and allows you to amend any errors
You are then ready to import them into the Sales Ledger.
To upload and convert files:
Select the Rentals invoice import option from the Vehicle Rentals Menu.
The GM Rentals form is displayed.
Choose the company you want to run the import for.
You now have two options:
Upload: Clicking this button uploads the import file from the dealer's PC into the holding area. The conversion code is automatically executed once the file is loaded, and the following messages are displayed:
Initiating file transfer
File uploaded successfully
Converting upload file...
Convert: Clicking this button converts a previously uploaded file whose conversion was not completed. This could be because there were errors in an import file and you chose not to proceed. Converting Upload File... is displayed.
If no files are found to upload, the following are displayed:
Initiating file transfer
No files found to import
Note: The next file cannot be uploaded until the previous import file is dealt with. In that case, the following message is displayed:
There is already a file waiting to be processed on your system. Press 'Cancel' and then take the 'Convert' option to process this. Otherwise press 'Delete' to remove this file and continue uploading the new one
After you have executed one of these options, the Uploaded documents form is displayed. Cancelling at this stage means that you will have to select the Convert button next time, to complete the process.
