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Update Collection Import Records Guide

This document provides instructions for updating collection import records in 3 steps: 1) Search for the collection plan with failed records by entering the plan name and clicking Find Plan. 2) Select individual failed records to view contact details or error messages. 3) Choose the Resubmit button to mark records for reprocessing, then click Save to resubmit the updated records.

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Larry Sherrod
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© Attribution Non-Commercial (BY-NC)
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0% found this document useful (0 votes)
20 views16 pages

Update Collection Import Records Guide

This document provides instructions for updating collection import records in 3 steps: 1) Search for the collection plan with failed records by entering the plan name and clicking Find Plan. 2) Select individual failed records to view contact details or error messages. 3) Choose the Resubmit button to mark records for reprocessing, then click Save to resubmit the updated records.

Uploaded by

Larry Sherrod
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd

System Process Document

Updating Collection Import Records

Department
Responsibility/Role
File Name [Link]
Revision
Document Generation Date 19/01/2010 [Link]
Date Modified 1/19/2010 [Link] PM
Last Changed by
Status

Updating Collection Import Records


Trigger:

Concept

You can use the Update Collection Import page to view, update, delete, and resubmit records
(rows) that have failed validation and that remain in the Collection Import Interface Table
(QA_RESULTS_ INTERFACE).
 
You also can view contact information and error messages associated with failed records. Error
messages assist you in updating failed records prior to resubmission.
 
In this topic, you will update collection import records. 

Required Field(s) Comments

Output - Result(s) Comments

Additional Information

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System Process Document
Updating Collection Import Records

Procedure

Step Action
1. Begin by navigating to the Update Collection Import page.

Click the vertical scrollbar.

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System Process Document
Updating Collection Import Records

Step Action
2. Click the Manufacturing and Distribution Manager link.

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System Process Document
Updating Collection Import Records

Step Action
3. Click the vertical scrollbar.

Step Action
4. Click the Update Collection Import link.

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System Process Document
Updating Collection Import Records

Step Action
5. Use the Organizations page to select the appropriate organization.

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System Process Document
Updating Collection Import Records

Step Action
6. Click the M1 list item.

Step Action
7. Click the OK button.

or Press [Alt+O].

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System Process Document
Updating Collection Import Records

Step Action
8. Use the Update Collection Import page to search for the collection plan for
which you want to update import records.

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System Process Document
Updating Collection Import Records

Step Action
9. Click in the Plan field.

Step Action
10. Enter the desired information into the Plan field. Enter "INDUSTRIAL
DRESSLER QUALITY".

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System Process Document
Updating Collection Import Records

Step Action
11. Click the Find Plan button.

or Press [Alt+i].

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System Process Document
Updating Collection Import Records

Step Action
12. Select Show Contact to display contact information for any record.

Click the Show Contact button.

or Press [Alt+C].

Step Action
13. Click the OK button.

or Press [Alt+O].

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System Process Document
Updating Collection Import Records

Step Action
14. Select Show Errors to view error details for a failed record.

Click the Show Errors... button.

or Press [Alt+o].

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System Process Document
Updating Collection Import Records

Step Action
15. Click the Close button.

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System Process Document
Updating Collection Import Records

Step Action
16. Select Resubmit 1 to update failed collection import records.

Click the Resubmit 1 button.

or Press [Alt+R].

Step Action
17. Click the Save button.

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System Process Document
Updating Collection Import Records

Step Action
18. Note that when you resubmit and save your work, marked records are
resubmitted and their process status changes to 1 (Pending).

These records are reprocessed and revalidated the next time the Collection
Import Manager polls the Collection Import Interface Table.

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System Process Document
Updating Collection Import Records

Step Action
19. Click the Close button.

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System Process Document
Updating Collection Import Records

Step Action
20. You have completed the Updating Collection Import Records procedure.
End of Procedure.

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