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This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: IMMEX

Interfaces

LOAD INTEGRATION FILES

Typically, data is automatically extracted from your inventory management system and into ONESOURCE IMMEX. For companies where automation may not be an option, the
Load Integration Files
 screen can be utilized as a manual alternative. If this screen was configured into your IMMEX system, it will appear under the
Interfaces
 sub-menu.
To begin the process, click
Load Integration Files
 at the bottom of the page.
After the workflow finishes running, the data from each successfully-loaded file automatically transfers to the staging table. If any error occurs during a file import, the error is considered a “hard stop” and will terminate the process. An error notification message will display on the screen.
If all files load successfully, the last steps shown on the screen will be
Process Complete
 and
Execution Successful
.
This process can be run as often as needed with no impact on any other processes.

EDIT TRANSACTIONS (SHOW FIFO PROCESSING), PREPARATION & STAGING

The
Edit Transactions
 screens are identical with one exception: one refers to the transactions in the
Preparation
 table while the other refers to the transactions in the
Staging
 table.
To edit a transaction.
  1. Choose a transaction from the grid and click
    Edit
    .
  2. Make any necessary changes.
  3. Click
    Save
    .

REVERSE TRANSACTIONS REVIEW

The
Reverse Transactions Review
 screen can be used to:
  • Review any transactions still in the “staging” phase
  • Delete any transactions containing erroneous or invalid data
To select transactions for deletion.
  1. Choose a column to search by.
  2. Enter a value, and then click Search.
    The screen will refresh to show a grid with all open transaction records matching the specified search criteria.
  3. Review this list and check the corresponding boxes for each record to be reversed. All records can be selected by checking the Select All box.
  4. Once these transactions have been selected, click
    Delete Transaction
    .
Any deleted transactions will be stored in the system for audit purposes.

MASS (TRANSACTION) UPDATE

The
Mass Update
 screen can be used to update multiple transactions in the
Preparation
 table en masse.
Performing a Mass Update
To perform a mass update.
  1. Choose your source data and a field to update using the provided drop-downs.
  2. Enter a new value for the field.
  3. In the grid below, choose and check the corresponding boxes for any records to be updated.
  4. Once all records to be updated have been selected, click
    Apply Updates
    .
The screen will then update the impacted records and provide a notification message (Update Successful). If any changes need to be undone, click
Undo Previous
.
Revert to Staging Values
Any information that is still in the
Preparation
 or
Staging
 tables can be reverted as needed.

ELECTRONIC INVOICES

The
Electronic Invoices
 screen can be used to generate electronic import and export invoices according to the predefined configuration to be shared with an interface.
  1. Select the type of document to be generated (Pedimento Extract TO FTP, Pedimento Extract NO FTP or MainX40 Extract).
  2. Enter the invoice number and then click
    Extract
    .
    The file will then be created. By selecting Manual Electronic Extracts, under IMMEX Tools:
Result

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