‘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
Standard Receipts Integrator
Create, Create records
Update, Update records
Future functionality may be added for Cancel and Delete 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.
