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#70006 - 08/02/23 09:52 AM Feature Request: Cancel Import / Delete Batch
Jesse_Gilbert Offline
Adagio Maven

Registered: 05/16/17
Posts: 163
Loc: Thunder Bay, ON
Good day,

A client has reached out to me and requested that I submit a feature request on their behalf.

Module: Ledger
Function: Import -> Batches -> Detail (although any import behaving this way)

They would appreciate an option added to cancel an import (after a successful validation) when an import error was encountered. They'd appreciate if this option could also delete the partially imported batch. This option would be in addition to the YES, NO, NO TO ALL, YES TO ALL options on import errors.

Jesse


Edited by Jesse_Gilbert (08/02/23 10:10 AM)

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#70007 - 08/02/23 09:55 AM Re: Feature Request: Cancel Import / Delete Batch [Re: Jesse_Gilbert]
Douglas Dickie Offline
Adagio God

Registered: 06/02/99
Posts: 4421
Loc: Vancouver, BC
My preference would be a solution that doesn't create a batch or import anything until after the Validation passes. I think this would be much simpler to implement and use.
_________________________
Douglas Dickie
AccSys Solutions Inc
Phone: 1.888.534.4344
ddickie@accsyssolutions.com

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#70009 - 08/02/23 10:12 AM Re: Feature Request: Cancel Import / Delete Batch [Re: Douglas Dickie]
Jesse_Gilbert Offline
Adagio Maven

Registered: 05/16/17
Posts: 163
Loc: Thunder Bay, ON
This is after the validation process has completed without error and the import stops at an unbalanced entry for example.

The client has asked to be able to cancel that import and delete the batch in one step from that error message.

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#70010 - 08/02/23 10:31 AM Re: Feature Request: Cancel Import / Delete Batch [Re: Jesse_Gilbert]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11570
Loc: Vancouver, BC Canada
Thank you, Jesse,

I have added a suggestion to the wishlist for a future release of Ledger.
_________________________
Regards,
Softrak Tech Support

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#70011 - 08/02/23 10:31 AM Re: Feature Request: Cancel Import / Delete Batch [Re: Jesse_Gilbert]
Douglas Dickie Offline
Adagio God

Registered: 06/02/99
Posts: 4421
Loc: Vancouver, BC
Jesse

If the entry is unbalanced then the validation should fail and import should not proceed, eliminating the issue your client raise.
_________________________
Douglas Dickie
AccSys Solutions Inc
Phone: 1.888.534.4344
ddickie@accsyssolutions.com

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#70012 - 08/02/23 10:37 AM Re: Feature Request: Cancel Import / Delete Batch [Re: Douglas Dickie]
Douglas Dickie Offline
Adagio God

Registered: 06/02/99
Posts: 4421
Loc: Vancouver, BC
Support:

I would like to see the following two issue considered for a service pack:

#1 that a batch is created even though the import totally failed.
#2 that validation does not report an out of balance entry as an error.
_________________________
Douglas Dickie
AccSys Solutions Inc
Phone: 1.888.534.4344
ddickie@accsyssolutions.com

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#70014 - 08/02/23 10:46 AM Re: Feature Request: Cancel Import / Delete Batch [Re: Douglas Dickie]
Jesse_Gilbert Offline
Adagio Maven

Registered: 05/16/17
Posts: 163
Loc: Thunder Bay, ON
Doug, I agree. If validation could detect balancing issues that would resolve their problem. I wasn't sure if this was possible thinking of validation of only taking a single line into consideration, but an update like you suggested would certainly eliminate the need for the cancel option they've requested.

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#70062 - 08/19/23 01:48 PM Re: Feature Request: Cancel Import / Delete Batch [Re: Jesse_Gilbert]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
I would certainly want the ability to import an out of balance batch so that I could fix the out of balance condition in Ledger.
_________________________
Andrew Bates

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