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Create an import folder

The operator can manually import orders into the [Order processing]. It is also possible to automatically import orders into the [Order processing] via import folders.

  1. Click [System] - [Services settings] - [Import service] - [Import folders].

  2. Click [New import folder].

  3. Define the [Import folder path].

    Type the path including the import folder name. The folder must exist on the server of PRISMAdirect, or it must be a folder on a network share that is accessible to the user running the PRISMAdirect services.

  4. Select the [Import order type].

    This setting defines the type of import folder and therefore the type of orders that can be imported.

    Setting

    Description

    [Normal order]

    This type of import folder accepts all orders of PRISMAdirect.

    Normal orders will be imported using the product with which they were created. If this product does not exist anymore, they will be imported using the current Default Generic Product.

    [Legacy job]

    The orders will be imported using the current Default Generic Product.

    [JDF ticket job]

    Create orders by using a JDF ticket containing a link to a file.

    • [JDF ticket]

      This import folder must contain a JDF ticket. This file is used to map JDF to PRISMAdirect ticket items. A mapping file is used to construct a valid PRISMAdirect ticket with the values taken from the JDF ticket.

      Click [Upload] to use your own JDF ticket for this import folder. If this folder does not contain a JDF ticket, an empty JDF ticket is used for the orders.

    [JDF tickets for order with multiple jobs]

    Create orders by using a JDF ticket. The JDF ticket contains a list of jobs that must be added to the order. You have to set the timeout for orders containing multiple jobs. All jobs have to be imported before the timeout expires. If the timeout expires, the order including any imported jobs is marked as [Failed].

    • [JDF ticket]

      This import folder must contain a JDF ticket. This file is used to map JDF to PRISMAdirect ticket items. A mapping file is used to construct a valid PRISMAdirect ticket with the values taken from the JDF ticket.

      Click [Upload] to use your own JDF ticket for this import folder. If this folder does not contain a JDF ticket, an empty JDF ticket is used for the orders.

    [PDF only job with default order ticket]

    This type of import folder accepts only PDF files.

    • [Order ticket]

      Define a custom order ticket for this particular import folder.

    [Always accept orders and jobs]

    This type of import folder accepts only PDF files.

    • [Order ticket]

      Define a custom order ticket for this particular import folder.

    The imported orders receive the state [Accepted].

    [Scanned job]

    This type of import folder accepts only scanned files.

    The operator must create a job which contains a [Paper original]. The scanned file must contain the job number. Then the scanned file is automatically attached to the job.

    The default job ticket is used for these jobs.

  5. Select the [Web shop]

    The orders are imported for the selected web shop.

  6. [Allowed file types]

    You have to define which file types are allowed for some types of import folder.

    • [*]

      All document types are accepted.

    • You can type the supported types of digital documents (for example PDF, DOC, PS, ...). Use a comma to separate the custom document types.

      Other file types will not be imported. These files can cause the import to fail.

  7. [Choose a default product]

    Click the drop-down list to select a product.

    • Import folders using a JDF ticket:

      The JDF ticket can define a product that must be used to create the order. If the ticket does not define a product, then the selected default product will be used to create the new order.

    • Import folders not using a JDF ticket:

      The orders will be created using the selected product.

  8. [Timeout for orders containing multiple jobs [min.]]

    You have to set the timeout for orders containing multiple jobs. All jobs have to be imported before the timeout expires. If the timeout expires, the order including any imported jobs is marked as [Failed].

  9. [Allow importing an order multiple times]

    The order number will increase each time you import the same order.

  10. [Preserve orders and jobs states]

    For jobs that were created with PRISMAaccess, the job state cannot be preserved and the state of the job will always be [New]

    • When this option is enabled for legacy jobs:

      If the job state of the legacy job was [Ready], the job state of the imported job is set to [Ready].

      Else, the job state of the imported job is set to [New]

    • When this option is enabled for normal jobs:

      The job state of the imported job is equal to the job state of the exported job. All the allowed job operations and restrictions imposed by the job state apply on the imported job.

    • When this option is disabled for normal jobs:

      The job state of the imported job is set to [New]

  11. [Disable automatic price estimation and quotation]

    When this option is disabled, the prices are automatically calculated directly after the import of an order.

    Else, the customer must click [Calculate now] to estimate the price of the order. The operator must click [Calculate now] to calculate the quotation.

  12. Click [Save].

    The import folder is configured and added to the list of import folders.