How To Update DOT Customer File for Incorta Load

These instructions are to be used when there are new customers on the DOT EDI load. Every morning an EDI is loaded into Incorta. We need to add any DOT customers that are not in our SAP system. Once they are added to SAP, a new customer file needs to be uploaded.

Steps to update the file:

Run the DOT Customer Validation Dashboard to see if there are new customers
Create the new customer in SAP
Open the Dot Customer File in box (Incorta Files--> Dot Files)
Add the DOT_Customer and JB_Customer numbers in the next available row. You can add if they get commission or not.
Select Save

Incorta will process a full file load in the evening. You can rerun the dashboard the next day and it should not have the customers on the list.