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.
(1) click the assistant button, then the list of tables to be prompted for user select
(2) enter the key word (e.g. Item) to find the table if needs
(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
(1) Table ID and Table Name
(2) No. of Fields Available - the number of how many fields it included in the table
(3) No. of Fields Included - the number of how many fields it included in the package
(NOTE: by default, system will include all fields in the package, user need to select the necessary fields before export the template for fill up import data)
(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
(1) Select Action Table, then
(2) select Fields.
(3) Select Clear Included for clear all included fields
(NOTE: System will clear all default included fields, user can use search function to find the necessary fields for the package)
(4) Select included fields. Validate Field will default by system.
(NOTE: make sure Validate Field for Base Unit of Measure is selected)
(5) After Included Field is selected, system will show the number of fields included in the package information line.
User can click the link for review the selected fields.
5. Before select “Import”. Please clear all the unnecessary and existing data before import. If not, there will be a pop-up window to ask for overwrite previous temporary data.
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 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.)
