The procedure to view the posting results of a data import batch is as follows:
- Navigate to Quick Menu > System > File Import and Export > File Import and Export. The File Import and Export Batch Details window is displayed.
- Expand an import type subheading from within the nested status structure and select an associated batch reference from the numerical list (or type a matching attribute into the Search File Import and Export Batches field). By default the list is filtered to show Open batches. An alternative filter can be applied using the Select view drop-down field: Created, Imported, Part Posted, Posted, Cancelled or All
1.
- Click on Import and Export Data. The Import and Export Data tab is activated, revealing a list of batched import results at data field level in the Details summary table.
- To validate the underlying transactions at data field level, double-click on the desired row. All batched import transaction values associated with the selected data field are displayed in the Rows summary table - adjacent records can be selected using the Previous Row and Next Row buttons 2.
Note
1 The Search File Import and Export Batches field will match against any element of the batch import date reference.
2 System validation rules applied to the import mechanisms ensure the integrity of the underlying data; any errors detected are reported at field and transaction level.
See related topics...
Data import management overview
To post the transactions held in a data import batch
To create a new data import batch
To cancel a data import batch
