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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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(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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(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
(6) Select “Functions” => “Apply Data”
5. Error Handling
5.1 Error indicator
If error occurred, no, of error to be shows. In the case example in screen capture below, there have 11 error found. User may click “11” to find them out. Or user may check it one by one in the table names below.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, “Brand Code” max length of characters is 20 and “spaces” will be included too.
User can click on the link to update the package record directly or update the Excel and import again.
6. Apply Data for update data into business central
6.1 Select “Functions” => “Apply Data”
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
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| 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