Uploading your completed transactions template will automatically progress you to the Validation step, where you can validate your import.
Validation issues
If validation issues exist, the Validation step will provide a short summary of issues, for you to review and make any required amendments in your transactions file.
Tip: If you are collaborating with special pricing agreements, click the Download button to view a list of transaction lines with issues that need to be fixed.
Once you have fixed the issues in the file, click Back to navigate to the Upload step to re-upload the amended file.
Validation summary
If no validation issues exist, the Validation step will provide a short summary of the file that you are attempting to upload. The summary displays the following details:
- Filename: The name of the file you uploaded in the previous step.
- Value: The total value of transactions within the file.
- Transactions: The total number of transaction lines within the file.
- Unrecognized references: The number of unrecognized references within the file, i.e. references which do not match your trading partner’s primary data. Transaction lines with unrecognized references may still be imported, however the transactions with these unrecognized references will not be reconciled within your trading partner's Enable channel. This means that the transactions will not be included for calculations.
- Transactions for: The date range for the transactions within the file.
If no issues are displayed, review the validation summary of your import to check you are happy with the details, and click Next to proceed to the Review step.
If you need to make any changes to the transactions, click Back to navigate to the Upload step to re-upload the file.
Transactions already exist
If the transaction lines that you are trying to upload are within the date range of a previous upload, a prompt will be displayed at the bottom of the page asking whether you would like to keep or remove the existing transactions.
The names of these options may differ, depending on whether you use trading programs or special pricing agreements with your trading partner.
- Keep transactions/No, keep existing: Click this option to import all of the transaction lines normally, i.e. the existing transactions will be kept in addition to the transactions you are currently importing. Your trading partner will still be able to identify duplicate transactions during their reconciliation process in Enable.
- Remove transactions/Yes, replace: Click this option if the previous transaction import was done incorrectly, and if the transactions for this date in your current upload file should replace the previous transactions for this date. If you use special pricing agreements, this will be based on the transactions for the specific distributor.
