FTZ Management: PreReceipt - Staging Data Transfer, Validation Status, and Transaction Correction
Staging Data Transfer
The
Staging Data Transfer
screen is used for transferring file data from the staging tables to the production tables. It can be initiated multiple times in the same day. This screen can be accessed by choosing Staging Data Transfer
from the PreReceipt
menu.Staging Data Transfer Process
To begin staging data transfer:
- ClickStart Transfer Now.
note
This step ensures that the last processing run has been marked as completed before any staging transactions are loaded. The transfer moves only pre receipt staging transactions.
Validation Status
The
Validation Status
screen is used for scanning transactions to determine if any corrections need to be made. Later, the screen can be used to confirm these corrections were made. The Validation Screen
can be utilized after the Staging Data Transfer
step. This screen can be accessed by choosing Validation Status
from the Pre-Receipt
menu. - To begin the validation process, clickValidate”.
If the workflow is currently running, theValidatebutton will be temporarily disabled until the validation is complete. During validation, the following message will display: 
- After the validation has been completed, the following message will display:
- ClickRefreshto update immediately, or you can wait for theValidation Statustable to automatically update every four seconds. If any validation errors appear within the “Warning” column, use theTransaction Correctionscreen to correct.
- Once changes are made, either clickRevalidateon theTransaction Correctionscreen or return toValidation Statusand clickValidateto run the workflow again.
Transaction Correction (Validation Errors)
The
Transaction Correction
screen is used for correcting transaction errors and warnings identified in the Validation Status
steps. To access the
Transaction Correction
screen:- ChooseTransaction Correctionfrom thePre-Receiptmenu.
- Use theFilter fielddrop-down to choose a filter option, then use theFilter valuedrop-down to choose an error type.
- Error results and warning results will be separated into separate tabs:
- To correct an error or warning identified by the previousValidation Statusprocess, choose an error/warning from the grid and clickEdit. Make all necessary changes and save.
- ClickEditto open theEdit Transactionscreen. All fields containing a validation error will be surrounded in red. Make all necessary changes, and then clickSave.
- Once all errors in theValidation Errorsscreen have been resolved, clickRevalidateat the top of the screen. This will redirect the user to theValidation Statusscreen. Run the validation workflow again. Repeat this process until all errors have been resolved.
Transaction Correction Table
Definitions: Errors vs. Warnings
Definitions: Errors vs. Warnings |
Description |
|---|---|
Error |
A hard stop in the user's daily processing. This data is invalid or missing and must be resolved before the user can move beyond the validation step. |
Warning |
A potential issue with complete data. This data is also invalid, but you can move beyond the validation step and return to resolve/ignore warning at a later time. If only warnings remain and you wish to ignore the warnings to continue with processing, do not click Revalidate. Revalidation will return the warnings each time until they are resolved. |
Source Fields
The source fields on the
Pre-Receipt Processing
screen define where the transaction retrieved the data.Source Field |
Data Source |
Location |
|---|---|---|
I |
Item Master |
Maintenance menu |
M |
Manufacturer ID |
Maintenance menu |
H |
HS Codes |
Maintenance menu |
(Blank) |
User Company’s ERP System |
Client Company’s ERP System |
Related Content
-
FTZ Management: PreReceipt Processing Overview
Format:
Article,
1 min read