Royalties Manager - New Checks When Uploading Sales Files Follow
Stison has added a queue for sales file processing because some files were timing out on load - leaving users wondering what state the file was in.
The upload process remains the same for stage 1 and stage 2 - the field mapping. Then the file is submitted to a queue.
Click onto the View Queue button for more information, as shown below.
Click onto the Refresh button after a few seconds and you should see the file in progress, as indicated by the green line:
The queue will process one file at a time. Any errors, warnings or ignored will be available to view via the "view issues" button in the queue screen.
The colour coding goes like this:
- Green line - file is ok to process.
- Orange line - file can be processed, though there are some issues to review.
- Red line - the file produced errors in the check phase.
If the line is orange, then make sure to review the warnings & ignored first. Click into the View Issues button and you will be taken to a screen like this:
From here you have four options:
- Accept the warnings and continue - this is the final stage. The file will then take a few seconds to upload.
- Remap & reprocess the file - if for some reason you have mapped the columns incorrectly, this button will return you to the mapping area.
- Recheck the file - if you have missing isbns, add the isbns and then resubmit the file for checking.
- Delete file - to start again.
Any files that have no issues (green) will proceed onto the next step.
On second pass the system has now takes the checked rows and inserts the sales data. The sales value and copies sold from the spreadsheet are stored against the filename. There is now a new green button at this stage that reads: I confirm the values are correct. You may use this as a marker that you have checked the file copies and value totals between the system and your original spreadsheet.
This should be done with every file!
It serves as a check of the system against the file. Sometime values are imported with incorrect precision, which results in false numbers having royalties paid on them. Cross referencing the numbers uploaded against what is on the spreadsheet is the best way to ensure accuracy. If the figures don't match, then you must try uploading it again.
In this example, our values are accurate. The uploaded sales files: "November 2020 sales" has been processed. This is indicated with a green check mark. You can see that the user name who completed and processed this upload is indicated on the system as well. This will help with troubleshooting any issues.
If for some reason you hit the back button and try to upload the file while it's already in the queue, you will get the following error message:
Click onto View Queue to see the status of the upload.
Click onto Sales Admin to return to the sales list screen.
You can also access the queue at any time from the man sales list screen by clicking on the green Sales File Queue button on the right-hand top corner. We've circled it in the screenshot below:
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