DBD: Customer Invoicing Gateway (CIG) Batch Import and Layout

1. Automated CSV File Directory & Backup Behavior

The input file for this module must be a standard .csv   file format.

• File Directory: Shipping station files must be dropped into the specific directory configured in your system parameters (typically /usr/lib/pvx/ship_in  ).
• File Naming: The gateway looks for files named default*.csv   (e.g., default.csv  ).
• Backup Automation: Once successfully processed, the system automatically appends .bu   to the original filename (e.g., default.csv.bu  ) to safely archive the historical data.

2. Standard default.csv   Data Field Layout

To import successfully, the shipping station's exported CSV file must strictly align with the following 17-field mapping structure. Empty columns must be represented sequentially by successive commas (,,  ).

Raw File Example Snippet

Plaintext

"20170823160927","2.7","2.7",,"06A01T9J","1Z123456762648229","N","U","9.80",,"N",,"9.80",,,"United States",
"20170823160927","3.1","3.1",,"05A01T97","1Z123456762205439","N","U","8.77",,"N",,"8.77",,,"United States",

3. Step-by-Step: Processing a CIG File Import

Navigation Path: DB Distributor Optional Modules > Shipping Management > Customer Invoicing Gateway > Processing > Import Invoicing Information

• Set Processing Options: In the Options field, type P.

1. Verify Period: Confirm or change the Update receipts in Fiscal Year and Accounting Period fields to match your current active financial tracking month.
2. Configure Output: Click Output Options to verify and select the correct physical printer or system PDF device. Save your device parameters and return to the main selection screen.

3. Enable File Selection: Check the box next to Allow user to select from list of available input files.

   Execute Import: Click Print Report. This imports the raw text data and generates your official Customer Invoicing Gateway Journal.

   Manage Batches: If prompted by batch processing constraints:

   • Select an existing open batch, OR
   • Select Yes to generate a new batch. If creating a new batch, fill out your batch descriptions and click Save.

4. Select File: Choose your target default*.csv   file from the pop-up listing window and click Proceed.  

   

5. Clear Staging: Once your journal prints cleanly, the system will prompt: "Clear All Entries?". Select Yes to clear down the import staging file.

4. Finalizing Invoices and Posting

🛑 Note: If the explicit invoicing function of your Customer Invoicing Gateway is disabled in your global company parameters, your processing tracking is complete. If it is enabled, execute the billing cycle below:

1. Print Invoices: Open your billing queues and select the exact processing batch you imported above.
2. Verify Device: Use Output Options to confirm your printing target, then click Print Report.
3. Form Alignment: Select No to skip the form alignment pattern loop.
4. Confirm Layout: If your invoices print correctly without text shifts, reply Yes to the completion prompt.
5. Audit Changes: If any transaction discrepancies, incorrect freight values, or weight variances are discovered on the printed copies, navigate directly to Accounts Receivable > Invoice Entry to perform required edits.
6. Post to General Ledger: Print your standard Sales Journal and select Update when ready to permanently distribute the entries downstream to your financial statements.