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 and apply data
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
(6) Select “Functions” => “Apply Data”
5. Error Handling
5.1 Error indicator
If error occurred, 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, 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
To create item by use Configuration package, user may need to process the table below:
| 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