Document Details Import

Document Details Import

Document Details Import allows you to import an Excel file as the details for a document.
the custom function allows you choose an the area where the details are and provides a mapping function for the columns.

1.
prepare the document header. 
select the BP and fill in the date and other areas as needed.

2.
click on the import excel button.

it will prompt you to select the excel file.

3.
Import Detail
Step 1.
mark off the unwanted areas. 
the excel file may have areas that are unnecessary eg a letterhead in the file. 


if the format is the same from a previous setting you can use the "load setting" button to load the previous marked of areas.

Step 2.
identify the column headers
mark the column header row.



Step 3.
Map the columns with the system columns.
under the fields column you can choose the the field to map.


note that you can save the mapping and mark off areas here when you tick 'Save Import Setting'
when you click import it will prompt you to save the setting name
Click import to begin the import.

the details will be imported into the document.

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