Pastel : Supplier Invoice Import

[altonsa]

Hello everyone,

I am trying to import a CSV into Pastel to do an invoice. I've modelled it according to an example that was exported from Pastel so I have the header and details fields. In spite of this, I'm still getting "first line must be a header" error.

We tried changing the UTF encoding to something else other than UTF-8 but that gives a Runtime Error so I'm not sure if my CSV has the right encoding. It is generated from PHP dynamic coding that pulls the information from a database and then saved as CSV.

Can anyone please help? I have attached the file.

tfc-deliverynote-FLORA-UNITED-PROTEA-FARMS--PTY--LTD.2020-12-10.csv


Regards,

Karen

[Neville Bailey]

Hi Karen,

I have looked at your CSV file and noticed the following:

• Cell F1 does not have a period number. If your financial year is February, then the period number will be 9.
• Cell I1 need to have a Y or an N in it to indicate where or not the invoice lines are VAT inclusive (Y) or VAT exclusive (N).
• Cell T14 needs to have a value from 0 to 32, to reflect the customer's settlement terms.
• Cell U1 needs to show the document expiry date.
• Cell Y1 needs to show the exchange rate of 1 if the system has not been set up for multi-currency).
• Column D in the Details lines must reflect the exclusive unit selling price.
• Column E in the Details lines must reflect the inclusive unit selling price.
• Column N in the Details lines must display as '001 not 1.

[altonsa]

Hi Neville,

Thank you so much for the feedback. I have made the changes you suggested and sent the CSV to my client. Unfortunately, he's still getting an error. Please see the amended CSV below, as well as the error my client receives. BTW, he is aware of the fact that my product codes do not match his.

tfc-deliverynote-BUGLERS-POST-FARMS.2020-12-10 v2.csv





Regards,

Karen

[altonsa]

Hi Neville,

Any idea on the above?


Regards,

Karen

[Kevin Smith]

Hi Karen

Your header record is too short. After Exchange rate (your last field "1", you would normally still need Freight method, Ship/Deliver, Additional Costs and the email status. Try adding the below to the end of your header line and see if it will then import:
,"","","N"," "

Your detail lines also need to change. As Neville mentioned, D E and N in the details. Storecode N should be your last value on detail lines, so after you make it "001" you need to remove the additional information on each line
,"","","","","","","","","","",""

You will also need to match the product codes, else the import will fail.

[altonsa]

Hi Kevin,

Thank you for your reply. We have matched up the product codes to eliminate that as an issue.

We are however still getting the "first line must be a header" error.

Here are the two files we've tried. Can you perhaps have a look and help?

tfc-deliverynote-BUGLERS-POST-FARMS.2020-12-14.csv
tfc-deliverynote-BUGLERS-POST-FARMS.2020-12-14 v2.csv


Regards,

Karen

[Kevin Smith]

You have something that has been added to the file that isn't recognised or visible, maybe when the PHP writes the file, like special characters or carriage returns, or something along those lines.
Open the v2 file in notepad. Select all. Open new notepad. Paste and save. File imports into pastel perfectly with no changes. Without doing that, I also get the same error when trying to import the file, so I can only assume it is a hiden character somewhere in the file.

[altonsa]

Hi Kevin,

Thank you for your help. I've managed to sort out the issue with the Header / Detail error but now I'm getting a new error: The Supplier Invoice Number cannot be blank.

Here is my latest file:

sample.csv

Any ideas?


Regards,

Karen

[Kevin Smith]

That would be the Supplier invoice Number - column H / after date in the header section

[altonsa]

Hi Kevin,

Thanks so much! This did the trick. The import is working now.



Karen