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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
1.2 Click action +New to add the new package
1.3 Enter “Code” and “Package name”.
(NOTE: CANNOT be change the “Code” at the exported excel file. For the data consistency system does not allow import the files by using another exported package by changed to same format.)
1.4 Enter the Table ID of the Configuration Package which the user wants to export template to excel and then import data from the excel file.
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(3) select the table from the list (e,g, Item with ID 27)
1.5 Once the table is selected, the information below to be populate by system
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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
Click Yes to continue
Excel file export to system, the file name to structure is "Default_"date/time.xlsx"
Excel file with selected field and existing database record to be export.
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(2) DON'T change the table field name (i.e. column name) and the column sequence
4. Import package
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and apply data
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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(3) Click Choose... to select file for import
(4) Click Import to import the excel file
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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
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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.
(1) No. of Error - the figure shows the number of Tables it has error.
For example, there are 5 tables included in the configuration package. 2 tables have error found in the import file.
(2) No. of package errors - the figure shows the number of error found in the table.
For example, there are 3 error found in Sales Line Discount data it planned to import to system.
5.1. Fix the errors.
For example, if 3 error found in the import data for Sales Line Discount. Follow the steps below for fix the error.
i) Click the link to open the record to see what problem is occurred.
ii) Data it has error to be shows on the Configuration Package Records page, click Show Error action button
iii) Error text to be shows for what problem is occurred. User to check and fix the error accordingly.
iv) In this case example, system find that Customer Disc. Group. C0013 is not exist.
User should make decision on fix the issue, for example, if the sales code C0013 is customer no., then change the Sales Type to Customer.
If Sales Code C0013 is Customer Discount Group but missing setup in system before data import, then user should go to create the Customer Discount Gorup then come back to import again.
For example, if C0013 is Customer Code, user can change Sales Type in this page directly.
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
2) Select the Package then click Actions => Package => Export Package..
3) in general, the package file to be saved in your Download folder
4) Go to the configuration package in the company there you want to import the package
5) Select Actions => Package => Import Package..
***Please note, the Package No is not allow duplicate.
6) Follow the screen message to select the package
7) New package to be imported into target company
Related features
Configuration Package - Filter Function
7. Please clear all 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 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.)
