How To: Importing the Third Party File to Tyler (02-08-12-11)

Overview

This tutorial describes how to import the file received from a third party routing company into Tyler.

Step-by-Step

Click image to enlarge.

  1. Click the folder button to the right of the ‘Import PC File’ field.

Click image to enlarge.

  1. Select the import file from your computer.

Click image to enlarge.

  1. Check the ‘Update Order Header Route Info’ box if you want to update the Route, Delivery Date and Time fields on the Order Maintenance screen (02-08-02) with the information from the file.
    • The Time field is updated with the Stop Number, not the actual time of day.
    • If you use Centralized Delivery or manually update the order header information (through Order Maintenance), it is recommended that you do not use the ‘Update Header File’ option.

  1. If the Date, Route, Stop Number, Time Start, and Time Stop information from the file should be stored in a Tyler side file, check the ‘Update Side File Route Info’ box.
    • The side file is used to sort the orders for printing (Packing Sheets and Standard/Long Method Invoices).
Tags: