The purchase activation job allows you to activate purchases for customers.
Before beginning the process, it is important to note:
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A maximum of 5000 purchase lines can be edited per batch.
To perform a bulk purchase creation:
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In Stax Bill, navigate to Jobs >Imports and click Create Import.
The Bulk Imports pop-up appears.
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Under Import Type, select Purchase; under Import Action, select Activate.
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Click Next.
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Click Export starting data file.
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Edit the starting file with the product ID and optional field to avoid following billing terms and upload the file. Click Upload file The file structure will be validated.
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On the next screen, click Start Record Validation.
The data is validated for the proper structure. Field-by-field validation also occurs to identify any data errors, such as invalid field lengths for data types.
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When record validation is complete, click Import Validated Records.
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Check the settings for at least one of the affected customers to ensure that your changes are reflected in Stax Bill.