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(2) DON'T change the table field name (i.e. column name) and the column sequence
4. Import package for
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add new record
Prepare the data for import
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NOTE: Please see Configuration Package - Filter Functionto filter out all unnecessary item before export the package
If the item no. in the import file is matched with the item in system, system will update the record according to the import file.
(2) Import excel file to configuration. Select Excel => Import from Excel
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(5) No. of Package Records to be shows, user can click the link to preview the data
2. Select fields for the package
5. Error Handling
If error occurred, no, of error to be shows. In the case example in screen capture below, there have 11 error found.
User 6. After import, some package errors will be found out under Errors, and user may click “11” to find them out. Or user may check it one by one in the table names below.
7. Please clear all 5.1. Fix the errors.
For example, “Brand Code” max length of characters is 20 and “spaces” will be included too.
Or update the existing error shown in User can click on the link to update the package record directly or update the Excel and import again.
8. Select “Functions” to find “Apply Package” or select “Apply Package” directly.
If user screen cannot click the “Apply Package” directly from the screen. Please open the sub-menu one by one, (Expand more action menus by click “More options”) select “Actions” > “Functions” > “Apply Package”.
Export Excel file ONLY use for UPDATE existing data and ADD new data into the system.
1,4. Select “Import from Excel” from the action menu. Then, find the suitable excel file import the system. If you want to choose a whole excel table with one time update, choose the upper one “Import from Excel”. If you only want to update with single table, (for example customer ONLY), choose “Import from Excel” at “Excel” action menu of the “Tables” area. (If you cannot find the Import from Excel” at “Tables” area. You must click “More options” to expand other action menus.)
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6. Apply Data for update data into business central
6.1 Select “Functions” => “Apply Data”
7. Tables related to create item
To create item by use Configuration package, user may need to process the table below:
| Table | Name | Description | Required/Optional |
|---|---|---|---|
| 27 | Item | Item Information | Required |
| 5717 | Item Cross Reference | Item Bar Code or other item cross reference information | Optional |
| 5404 | Item Unit of Measure | Multiple units of the item, for example PC, Pack is use for the item unit *NOTE- if validation field is selected for Unit of Measure field, system will default add the item unit of measure for base unit. | Optional |