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1. Once you have exported orders in RemoteDesk, proceed to your ACCPAC Plus Order Entry and select the new menu choice added to the Order\ Invoice\ Credit Note Processing menu called RemoteDesk Orders. The export of customers and ship-to addresses puts those records directly into the ACCPAC database.
2. Select the Import Orders option. The program searches for new RemoteDesk orders and then proceeds to post them into the ACCPAC Order Entry database. The posting of orders also considers the options that have been set during program setup in the Options screen. These include automatic order number, saving previous order number and the ability to create an auto-invoicing macro to simplify invoicing of all imported orders. See Setup at the beginning of this section for details on the Interface options.
NOTE: If you are using RemoteDesk Invoicer, and option to "Import Invoices" will be displayed if there is an existing invoice batch ready.
3. Once the operation has completed, a summary box of records processed is displayed. Any errors such as non-existent item number are displayed interactively. All errors that are displayed also appear in the Error Log report.
4. Press Exit when done and then choose Print Audit. The audit report shows all orders posted, including summary information about each one.
5. Select the Close button to return to the Order Entry menu. Now you can print picking slips, review orders and complete order fulfilment and shipping in ACCPAC.
The next typical step would be to pick up the exported information from your sales processing system for order fulfilment.
You can view several reports which provide an audit of what happened.
The Process Summary report shows the export process date and time and the file name.
The Detail Order Audit report shows a listing of the orders that were exported including information like order number, reference, salesperson, date and order value.
The File Update Log shows other data records that were exported.