How to create new item by Rapid Start function

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.

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.

NOTE:

(1) DON'T change the package information in Row 1

(2) DON'T change the table field name (i.e. column name) and the column sequence

4. Import package for add new record

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 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

 (3) Click Choose... to select file for import

(4) Click Import to import the excel file

(5) No. of Package Records to be shows, user can click the link to preview the data

5. Error Handling

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.

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” 

7. Tables related to create item

To create item by use Configuration package, user may need to process the table below: