‘Upload Action’ columns in each section are used to control how data is processed.
Below are the current Upload Actions that are used in each of the Integrators in the Finance module:
|
Integrator
|
Currently Available Upload Actions
|
|
Payables Invoices Integrator
|
Create, Create records
|
|
Receivables Invoices Integrator
|
Create, Create records
|
|
On-Account Credit Memos Integrator
|
Create, Create records
|
|
Holds and Releases Integrator
|
Create, Update
|
|
Suppliers Integrator
|
Create, Create records
Update, Update records
|
|
Customers Integrator
|
Create, Create records
Update, Update records
|
|
Asset Additions Integrator
|
Create, Create records
|
|
Asset Adjustments Integrator
|
Update
|
|
Asset Assignment Transfers Integrator
|
Create, Create records
|
|
Supplier Payment Details Integrator
|
Create, Create records
Update, Update records
|
|
Supplier Bank Accounts Integrator
|
Create, Create records
Update, Update records
|
|
Receivables Receipts Integrator
|
Create, Create records
Update, Update records
Apply
Unapply
Reverse
|
Future functionality may be added for Cancel, Delete, etc., where appropriate.
Each Integrator has its own set of relevant Upload Actions which can be viewed in the field’s list of values in the data entry form.
The nature of the web service each Integrator calls determines the behavior of each section’s Upload Action. More information on the use of these Upload Action Columns is outlined in each Integrator section below.
More information on how ‘Upload Actions’ can be used, can be found here.
Sections:
Restriction of Integrators (Optional)
