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Changes for page Checkin Data Import Tool

Last modified by David Muszynski on 2025/04/11 18:21
From version 5.1
edited by David Muszynski
on 2025/04/11 18:17
Change comment: Uploaded new attachment "Screenshot%202024-11-15%20at%203.18.37%20PM.png", version {1}
To version 8.1
edited by David Muszynski
on 2025/04/11 18:19
Change comment: Uploaded new attachment "Screenshot%202024-11-15%20at%203.35.46%20PM.png", version {1}

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45 45  **Invoices/Invoices Line Items -** The Line Items transaction is used to generate Invoices. So, when importing Line Items you need to place it in the Invoices box on the import layout. This is a pretty complicated one and can vary depending on where the data came from.
46 46  
47 47  * **POSIM -** We have a POSIM reports template that Trish from Silk Road helped us generate. Using that report, we get the following data (which we're not using all of it)
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49 +[[image:Screenshot%202024-11-15%20at%203.18.37%20PM.png||height="644" width="1000"]]
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51 +**LightSpeed **- Haven't done one of these in a while, but when I do I will update this document.
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53 +**Creating the Invoices - **Once it imports all the raw data into the ls_import_temp table, it does a search on the "duplicate_id" field which is a field that checks if there is multiple records for an invoice. (this happens when theres more than 1 line on an invoice). It takes only ONE of those records per invoice, and does an export so that it can import that information to generate Invoice records (which we'll then hook up to the line item records). The export is pretty simple.
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55 +[[image:Screenshot%202024-11-15%20at%203.25.44%20PM.png||height="611" width="1000"]]
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57 +[[image:Screenshot%202024-11-15%20at%203.29.41%20PM.png||height="474" width="1000"]]
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59 +**Creating the Line Items **- Same thing here, it will export and import the information it needs to generate line items.
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61 +[[image:https://doctormac.teamwork.com/desk/file/3149130/Screenshot%202024-11-15%20at%203.35.46%20PM.png||alt="Image Placeholder"]]
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