Documentation

Undo a sales import

Delete imported sales lines and batches by undoing a sales file import from the Sales File Details page.

You can undo the sales file import. Here’s how to do that.

  1. Go to the Sales File’s Details page (search on the ‘Uploaded sales files’ page, or go to a sales batch then click on the sales file filename, top left)
  2. Click Undo Import.
  3. The Sales Lines and Sales Batches will be deleted.
  4. Any linked Publisher Income Payments will be unlinked (the Publisher Income Payment will remain).
  5. The Sales File will still exist on the system, returned to the status of ‘Ready to import’.
  6. To delete the Sales File entirely, click the trash can icon on the Sales File Detail page (this icon is only visible when the file has no imported sales lines, i.e. before importing or after undoing an import as described in the preceding steps).

When sales are included in a royalty run

You can’t delete a sales file that has imported sales lines included in a royalty run, until you have unallocated that run. This protects your data by ensuring you don’t accidentally remove sales that have already been used in royalty calculations.

To delete the file, you’ll need to work backwards through the data flow:

Imported file → Sales batch(es) → Allocation → Royalties

Here’s how to undo each step in reverse order:

  1. Undo the royalty allocation — Go to the royalty run that includes sales from this file and undo the allocation. To find the royalty run, go to the sales import file and click View Batches. On each sales line, you’ll see allocations listed in the Allocations column. Click on one of these to go to the royalty run. Keep in mind there may be more than one royalty run you need to undo. Click Unallocate royalties if the button appears (if the unallocate button isn’t visible, you first need to set statements to ‘not sent’ and delete bills).
  2. Undo the sales import — Return to the Sales File Details page and click Undo Import. If you can’t undo the import, it means some sales from the file are included in another royalty run. Repeat step 1 for each linked run.
  3. Delete the file — Once the import is undone, the button to delete the sales file will be visible. Click the trash can icon to delete the sales file.