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Validate the workbook

Task
Module
General
Menu path
Yönetim › Araçlar › Veri Aktarımı › <object> › İçe Aktar (Administration › Tools › Data Import › <object> › Import)
Screen route
/erp/data-import/{key}
Required permission
Nesnenin görme izni (Kontrol Et aktarma yetkisi istemez)
Prerequisites
  • The workbook is in .xlsx format and the sheet names are the same as in the template.
  • The records the workbook links to (e.g. a storage location's warehouse, a BOM's item) exist in the system or in the same workbook.

Kontrol Et (Validate) is a rehearsal of the import: the server reads the workbook as if importing it, calculates the result for each row and writes nothing. A user without import permission can also validate and forward the file to an authorized person.

Steps​

  1. On the Yönetim › Araçlar › Veri Aktarımı (Administration › Tools › Data Import) screen, click the object's name; the screen opens with the İçe Aktar (Import) tab.
    Open screen/erp/data-import/warehousesExpected: The 1 · Dosya (File), 2 · Kontrol (Validation), 3 · Aktarım (Import) boxes
  2. In the 1 · Dosya (1 · File) box, click Dosya Seç (Choose File) and select the workbook.
    ClickDosya SeçValue: 10-depolar-ve-lokasyonlar.xlsxExpected: The file name is shown next to the button
  3. In the 2 · Kontrol (2 · Validation) box, click Kontrol Et (Validate). The progress bar shows the stage and the number of rows; you can leave the screen, and a notification arrives when it finishes.
    ClickKontrol EtExpected: The button changes to 'Kontrol ediliyor…' (Validating…), then the Kontrol sonucu (Validation result) section opens
  4. Read the Kontrol sonucu (Validation result) counters: Açılacak (To be created), Güncellenecek (To be updated), Değişmiyor (Unchanged), Hatalı (Invalid). If Hatalı is 0, the Aktar (Import) button is enabled.
    VerifyKontrol sonucuExpected: The demo package's warehouse workbook: 14 rows, Değişmiyor (Unchanged) 14, Hatalı (Invalid) 0
    Import screen — file, validate, import
    1. 1Three tabs
    2. 21 · File (.xlsx)
    3. 32 · Validate — changes nothing
    4. 43 · Import — only after a clean validation
    5. 5Result counters
Result
The workbook has been validated; no records were written. If there are invalid rows, read the result and correct them; if there are none, import the workbook.

What you need to know​

  • Validation runs on the server as a job. You can stop it with İptal Et (Cancel) ("Kontrol iptal edildi." — Validation cancelled.); because validation does not change any record, cancelling has no effect.
  • The validated workbook is kept on the server. If you leave the screen and come back, the last job appears on the screen again (if it finished within 60 minutes; always if you come from the notification), and it reads "Kitap sunucuda — yeniden seçmeniz gerekmez." (The workbook is on the server — you do not need to select it again.)
  • Validating the same workbook a second time is safe. An already-loaded workbook returns entirely Değişmiyor (Unchanged) — this is the update and re-run rule. The only exception is Stok Açılışı (Opening Stock): a posted reference returns Hatalı (Invalid) with the message "Bu referansla açılış zaten yazılmış (…) — stok ikinci kez girmez." (An opening has already been posted with this reference (…) — the stock is not entered a second time.)
  • The workbook's sheet order is the processing order: in the same workbook, a warehouse can be created first, and then that warehouse's storage location.