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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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(3) Click Choose... to select file for import
(4) Click Import to import the excel file
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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
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