Customer Wizard

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  • Upload Action Columns

Upload Action Columns

 
Each section contains a column which provides the ability to choose if the section is to be created or updated. 
 
You can perform updates and creates in the same worksheet.  There are exceptions, such as not being able to perform updates on sections that have not yet been created, and dependencies between sections which may require other information.  The Wizard or the Oracle API will guide you with errors if you encounter any of these exclusions/exceptions.
 
The following Actions are available to be selected:
 
      Create
      Create All
      Update
      Update All
 
Worksheet view
 
 
Data Entry Form view
 
 
Refer to section: