When performing an ‘Update’ Action you can elect to update records for specific sections. For example, you may want to update an account site record but not any site uses at this point. Enter ‘Update’ into the ‘Account Site Action’ column cell on the applicable row and leave the ‘Site Use Action’ column blank. On Upload, only the customer account site will be updated, even if there was data in the Site Use section.
Notes:
a)If there are any Accepted Statuses for the sections with the ‘Update’ action populated, these will be ignored for upload as the Wizard uses these statuses to determine if the record has already been uploaded. If there is no Accepted status the record will be considered for upload.
In the example below, the ‘Customer Action’ is Update and the ‘Party Site Action’ is Update, but there is an Accepted status in the ‘Party Site Status’ column.
The Wizard returns the message ‘Upload completed. Records that previously had a status of ‘Accepted’ or ‘Pending’ were not uploaded.’ And the Site record is not uploaded.
b)If there are no IDs in the ID columns of the section that has an ‘Update’ action, the Wizard will also error as this indicates that the record does not exist and therefore, cannot be updated. The correct IDs can be populated by downloading.
In the example below, the ‘Customer Action’ is Update and the ‘Site Action’ is Update, but there are no IDs in both the Party ID and Customer ID columns and no Accepted statuses.
The Wizard returns messages referring to the IDs not being found. This infers that the IDs need to be populated if the intention is to update a record, or you need to change the Customer Action to ‘Create’ to create a new record.
