How to use configuration package for update salesperson to “x”-Bill and configuration package for create “x”-000 customer.

Configuration Package Code

<Sample setup in UAT on Jun 19, 2023>

Description

Procedure

S1-CH SP TO G-Bill

Step 1 – change salesperson to G-Bill

Refer to the excel file for the sample provide by UICL, the import file have been prepared.  If the information is correct, please import the excel file into configuration and then apply data.

S1-CH SP TO G-BILL-import.xlsx

S2-NEW CUST – G-Bill

Step 2 – create new “x”-000 customer for the original customer it changed to “x”-bill

This package can be used for creating the new customer record.

  • Customer and Ship to address is prepared, you can fill up some sample for try how it works for crate new customer and ship-to address.
  • Step 1, export the excel file for Customer and then fill up the data it uses for creating the new customer card.
  • Step 2, Import the excel file then apply data.
  • Step 3, export the excel file for Ship-to address.
  • Step 4, fill up the ship to address information.
  • Step 5, import the excel file for ship to address the apply data.

*IMPOTANT NOTE:  please double check the fields included in package is included all the necessary field or not.

**The detail table for Dimension, comment is not included in the package as I not sure the details need to include into the sell to customer or not.

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