Import Purchase Invoices

• Overview

• Prepare Purchase Invoice Template

• Import Purchase Invoice Template

• Process Records

• Error Resolution

Overview

The Goldfinch Import Purchase Invoice routine is used to upload and validate the raw CSV data so that the new Purchase Invoices can be correctly created in GoldFinch, with or without a Purchase Order No.

Prepare Purchase Invoices Template

The Import Purchase Invoices template will be used to import GF Purchase Invoices. Sample data is available on the template for you to use as a guide.

Populate the template with the Purchase Invoice data that will be imported into GoldFinch.

Import Purchase Invoices Template 120323.xlsx

Save the file as a CSV.

Import Purchase Invoice Template

1. Open the App Launcher. Search for Import Purchase Invoice.

2. From the Not Processed View, select the Import CSV button.

3. Select Choose File, then browse to select the file to be imported.

4. Select Upload File.

The function will bring the data into the Import Purchase Invoice object.  

Process Records

Once the values have been imported, you can view and update the data before trying to create Purchase Invoices.

• In the Not Processed View:

  • Select the individual Import Purchase Invoice record(s) to convert into a Purchase Invoice.

• After selecting the Import Purchase Order records, click the Create Purchase Invoice button to process the data.

• After a Purchase Invoice has been successfully created, the Processed field on the Import Purchase Invoice record will be checked and set to true.

Error Resolution

If GoldFinch encounters any errors while creating a Purchase Invoice from the Import Purchase Invoice record:

• The GF Purchase Invoice will not be created until the errors have been resolved.

• The Processed field on the Import Purchase Invoice record will be False.

• Use the Not Processed View to see all Import Purchase Invoice records that have an error message.

• The error message will be populated into the Error Text field on the Import Purchase invoice record.

• Use the Error Text field to correct the Import Purchase Invoice record and resolve the error.

• Once all errors have been resolved, rerun the process by selecting the Import Purchase Invoice record and clicking Create Purchase Invoice.

Mass Delete

If necessary, multiple Import Purchase Invoices records may be deleted at the same time:

• In the Not Processed View:

  • Select the individual Import Purchase Invoice record(s) that you would like to delete.

  • If no records are selected, GoldFinch will delete all the records where the Processed field is NOT checked.

• After selecting the Import Purchase Invoice records, click the Mass Delete button to process the data.