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1. Create Configuration Package
1.1 Click on the search button then enter Configuration Packages and then click the link to open the page
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(4) No. of Database Records - the number of existing items recorded in system
2. Select fields for the package
Steps for select necessary fields for the package
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User can click the link for review the selected fields.
3. Export package for fill up the import data
(1) Select Excel then
(2) Select Export to Excel
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(2) DON'T change the table field name (i.e. column name) and the column sequence
4. Import package and apply data
Prepare the data for import
(1) Clear all unnecessary item from the excel template (e.g. if no change on the existing record, delete all item from the excel it exported from the system)
NOTE: Please see Configuration Package - Filter Function*to filter out all unnecessary item before export the package
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(6) Select “Functions” => “Apply Data”
5. Error Handling
5.1 Error indicator
If error occurred, system would indicate the number of errors in the import file and the data is not able to import into system.
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After fix the incorrect value, click Apply Data to apply the data into system again.
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 |
| 90 | BOM Component | BOM for the item if assembly process is required | Optional |
| 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 |
| 7004 | Sales Line Discount | Sales Line Discount for specific customer or discount group for the item | Optional |
8. Export package from existing company and create new package in other company by import package
1) Go to Configuration Package in the company there you want to export the package
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