Guide to Creating the INVERR10 and Retaining Leading Zeroes

This guide provides step-by-step instructions for creating the INVERR10 file while ensuring that all leading zeroes are preserved in the data. Leading zeroes are crucial for maintaining data integrity, especially in numerical fields such as the invoice numbers, account numbers or product IDs.

Amber Schmitz
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31 steps
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2 minutes

Click "This PC" in the File Explorer

Click the "S:" drive

Click "Finance"

Click "FTP"

Click "INVERR"

Click "Prod"

Click "Open with"

Click "Notepad"

Click "File"

Click "Save As..."

Click "File name:"

Replace "CSV" with "txt"

Click "Save"

Click "Close"

Click "Excel"

Click "File"

Click "Open"

Click "Browse" and locate your saved Notepad file

Click "Open"

Click "Delimited"

Click "Next >"

Review your separators to ensure accuracy and click "Next >"

Click "Finish"

**THIS STEP IS VERY IMPORTANT:** Click "Don't Convert"

For a VLOOKUP to successfully pull information from the last INVERR10 created, identify and highlight the columns that have data requiring a conversion from its current format to a Number format. Click "Action: On Object Control". Repeat steps for all columns requiring conversion. Instead, create a new invoice number field to convert to a "Number" format and use the new column to complete the VLOOKUP from the current file to the last created file.

Click "Data"

Click "Filter"

Click "No filter applied"

Click "(Select All)"

Click "0" then "OK"