Import Shipment Destination Results - Agvance SKY Grain

Shipment/Direct Shipment Destination Weights and Grades can be imported using files from the end processor with the Import Shipment Destination Results utility. 

Note: Role permission for this utility must first be enabled in Agvance SKY Admin.

This is found by selecting Utilities in the left navigation of Agvance SKY Grain. Find the utility on the All tab, which lists both Inbound and Outbound utilities, or on the Outbound tab.

The utility opens on the Import Shipment Wizard tab. The Previous Imports tab lists Shipments/Direct Shipments that have already been imported. The Pending Direct Shipments tab shows pending Direct Shipments and Direct Scale Tickets created from the import with the ability to Edit or Delete.

Import Shipment Wizard

1. Drag and drop one CSV file into the upload area or choose browse to find and select the appropriate file.
2. From the Template to use drop-down, select a template or choose + New Template. If adding a new template, proceed to Step 3. If choosing a template that already exists, proceed to Step 4.
   Note: To remove a template, select Manage Templates, then choose the Delete icon. 
3. If adding a new template, a preview of the file will be displayed. Select Continue. Enter a unique Template Name, select the Customer from the drop-down, and indicate the Commodity. Then, indicate which column from the file corresponds to the Agvance DB from the Match To drop-downs. When finished, select Save Template.
   
   • The View icon lists column data from the file to confirm the appropriate Match To is selected.
     
   • The Flag icon gives the ability to define a Tolerance for that column which will flag data outside the range entered and display on the Flagged for Review tab (Step 7 below).
     
4. A preview of the file will be displayed. Review, then select Continue.
   
5. The Shipments to be Updated tab lists Shipments that will be updated when importing a Shipment Destination Result file. From here, Shipments can be reviewed or removed from the import. To remove multiple, check all or applicable Shipments, select the Ellipsis on the search bar, then choose Remove.

   Shipments will automatically go to this tab if there is a 1-to-1 match for the Scale Ticket number on the Shipment, Commodity, and Customer.

   
6. The Unmatched Shipments tab lists Shipments from the file that did not match an existing Shipment or matched multiple Shipments. From here, Shipments can be reviewed, matched, created as a Direct Ship, or removed from the import. Choosing Direct Ship moves the Shipment to the Direct Shipments to be Created tab.
   
   • Selecting Match opens a window to choose a matching Shipment. Choosing a Shipment moves that line to the Shipments to be Updated tab.
     
7. The Flagged for Review tab lists Shipments needing reviewed before completing the import. Select Review on each line to fix any issues like setting Destination Net Units or reviewing results outside of set tolerances.
   
8. The Direct Shipments to be Created tab houses Shipments marked as Direct Ship. From here, there are options to Review, move back to Unmatched, or Remove.
   
9. The Do Not Import tab shows Shipments that will not be included in the import. Options are available to Match or create a Direct Ship if the Shipment should be included in the import.
   
10. When finished reviewing all Shipments, choose Complete Import to finish the process. A window will display indicating if the import was completed successfully. Choose Download Results Report to download the same file as what was imported in the same format with a new Import Status column to indicate the status of each line. When finished, select Done.
    
    

Important: The Results report is only available from the Import Status window (Step 10 above) and cannot be retrieved after Done has been selected.

11. If any Pending Direct Shipments were created from the import, navigate to the Pending Direct Shipments tab.
    
12. If no longer needed, choose Delete to remove the line item from the grid.
    Note: Only Company Admins have the capability to remove line items from the grid.
13. Assembly Sheets can be mass-applied by checking the applicable Scale Tickets, choosing the Ellipsis on the Search bar, and selecting Pick Assembly. An Assembly Sheet Search overlay will display to find and select the appropriate Assembly.
14. To move forward with creating the Direct Shipment, choose Edit.
15. Fill out the applicable and required information on the Shipment tab, then select Next.
    
16. On the Scale Ticket tab, fill out applicable information, then choose Create to create the Direct Shipment.
    
17. A message will display indicating the progress of posting the Shipment and Scale Ticket. If there are issues posting, make updates the needed updates and choose Create again.
    
18. Upon posting the Direct Shipment and Scale Ticket, the Pending Direct Shipments tab will be updated to include only those not posted.