There is a feature that remove records that have been created from some imports. The three Imports that can have the records removed are:
- Transactions
- Chargebacks
- Adjustments
You select the Import type, then enter File Name used for the import, then select remove.
The records that were created from the import must all be in Open status, if they are in pending status (in an open cycle), then the cycle must be cancelled first. If any of the records created are in a Processed status from going through a cycle that was closed, the remove feature cannot be used.
After the records from a file have been successfully removed, the status of the file will display ‘Removed’ in the File History page.
To prevent confusion of old and new records from files with the same file name, the same file name cannot be used to import Transactions (Policy & Transaction, Transactions, Transactions MAPD & PDP), Chargebacks, or Adjustments. However, if a file is removed, the file name can be used again, so that a file can be removed, corrected, and then imported again.
Remove Imports with Menu Path outlined:
Remove Transactions
Selecting Transactions as the Import Type will remove Transactions whether created by the Policy & Transaction, Transactions, or Transactions MAPD & PDP import. It does not remove Policies, including the Policy created by the Policy & Transaction import.
Remove Imports page with Import Type Transactions selected:
The Import File name can be found in the file history page, the end column in the Transactions list page, or in the Transaction details page.
Import File History page with file name outlined:
Transaction List page with menu path and Import File Name column:
Edit Transaction page showing Batch ID for an imported Transaction
Remove Chargebacks
Records created from an import for Chargebacks can be removed if they have not gone through a cycle that has been closed. The import file name can be located from the File History page or from the Chargeback List page after scrolling to the far-right column.
Remove Imports with Import Type Chargebacks:
Chargeback list page with file name outlined:
After successfully using the Remove Import, the status displayed in the File History page will be ‘Removed.
Import File History page with Status of a removed file showing ‘Removed’:
Remove Adjustments
Records created from an import for Adjustments can be removed if they have not gone through a cycle that has been closed. The import file name can be located from the File History page or from the Adjustment List page after scrolling to the far-right column.
Remove Imports with Import Type Adjustments:
Chargeback list page with file name outlined:
After successfully using the Remove Import, the status displayed in the File History page will be ‘Removed.
Import File History page with Status of a removed file showing ‘Removed’:
Note: While at this time other imports other than the three described do not have a remove option, they typically can have updates made to the file and then re-imported to correct mistakes.