Master Data Import - Revision history

Khkoh: /* Preparation */

2023-10-31T08:47:14Z

Preparation

← Older revision		Revision as of 16:47, 31 October 2023
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	** Unit of Measurement (This step is needed only when the user's UOM is totally different from the default UOM)		** Unit of Measurement (This step is needed only when the user's UOM is totally different from the default UOM)
	** Update the Account codes in the System and General GL before uploading the Customer Master Data. The mass upload data will retrieve the account code from this page.		** Update the Account codes in the System and General GL before uploading the Customer Master Data. The mass upload data will retrieve the account code from this page.
	[[File:System and General GL.png\|border\|~~1200x1200px~~]]		[[File:System and General GL.png\|border\|1000x1000px]]

	[[#Top\|<u>Go to Top</u>]]		[[#Top\|<u>Go to Top</u>]]

Khkoh: /* Preparation */

2023-10-31T08:44:53Z

Preparation

← Older revision		Revision as of 16:44, 31 October 2023
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	** Product Category		** Product Category
	** Unit of Measurement (This step is needed only when the user's UOM is totally different from the default UOM)		** Unit of Measurement (This step is needed only when the user's UOM is totally different from the default UOM)
			** Update the Account codes in the System and General GL before uploading the Customer Master Data. The mass upload data will retrieve the account code from this page.
			[[File:System and General GL.png\|border\|1200x1200px]]

	[[#Top\|<u>Go to Top</u>]]		[[#Top\|<u>Go to Top</u>]]

Khkoh: /* Preparation */

2023-10-13T10:00:14Z

Preparation

← Older revision		Revision as of 18:00, 13 October 2023
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	TRUNCATE `0_stock_moves`;		TRUNCATE `0_stock_moves`;

	TRUNCATE `0_item_units`;		'''<u>TRUNCATE `0_item_units`;</u>'''

	TRUNCATE `0_stock_category`;		'''<u>TRUNCATE `0_stock_category`</u>''';
	\|}		\|}

Khkoh at 09:59, 13 October 2023

2023-10-13T09:59:37Z

← Older revision		Revision as of 17:59, 13 October 2023
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	TRUNCATE `0_loc_stock`;		TRUNCATE `0_loc_stock`;

	TRUNCATE `~~0_stock_category~~`;		TRUNCATE `0_uom_stock`;

	TRUNCATE `0_stock_master`;		TRUNCATE `0_stock_master`;
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	TRUNCATE `0_item_units`;		TRUNCATE `0_item_units`;

	TRUNCATE `~~0_uom_stock~~`;		TRUNCATE `0_stock_category`;
	\|}		\|}

Khkoh: /* Master Data Importation Procedure */

2023-10-01T05:53:47Z

Master Data Importation Procedure

← Older revision		Revision as of 13:53, 1 October 2023
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	[[#Data Importation Procedure\|Tag:#Data Importation Procedure]]		[[#Data Importation Procedure\|Tag:#Data Importation Procedure]]

	This page is for support team or ~~administration~~. The Master Data Importation covers the mass importation of:		This page is for support team or implementation professional of Highnix. The Master Data Importation covers the mass importation of:

	* Customer Master		* Customer Master
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	* Product Item Master		* Product Item Master

	As and when required, the following may be added with additional fees. Depending on the type of customers, friendly customer normally we offer free. Demanding customers, the following requires additional 3 man-days.		As and when required, the following may be added with additional fees. Depending on the type of customers, friendly customer normally we offer free. Demanding customers, the following requires additional man-days.

	* Chart of Account		* Chart of Account, Chart Class, Chart Type and GL Accounts. (2 to 3 man-days)
	* Initial Inventory		* Initial Inventory (2 to 4 man-days)
	* Product Selling Price		* Product Selling Price (2 to 4 man-days)

	----		----
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	* Upload the following tables first:		* Upload the following tables first:
	** Chart of Account		** Chart of Account, Chart Class and Chart type.
	** Product Category		** Product Category
	** Unit of Measurement (This step is needed only when the user's UOM is totally different from the default UOM)		** Unit of Measurement (This step is needed only when the user's UOM is totally different from the default UOM)

Khkoh: /* Preparation */

2023-09-30T13:49:15Z

Preparation

← Older revision		Revision as of 21:49, 30 September 2023
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	** Chart of Account		** Chart of Account
	** Product Category		** Product Category
	** Unit of Measurement (~~system has a set of default UOM. Unless~~ the UOM is totally different~~, then use~~ the ~~0_item_units template to fill the uom and upload.~~		** Unit of Measurement (This step is needed only when the user's UOM is totally different from the default UOM)

	[[#Top\|<u>Go to Top</u>]]		[[#Top\|<u>Go to Top</u>]]

Khkoh: /* Product Category */

2023-09-30T13:47:14Z

Product Category

← Older revision		Revision as of 21:47, 30 September 2023
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	Similar to COA, the new master data importation will required this Product Category to be first uploaded as it will check against the COA used in the table. In the system, there is a default categories. Unless it is totally different, normally use system interface to update is sufficient.		Similar to COA, the new master data importation will required this Product Category to be first uploaded as it will check against the COA used in the table. In the system, there is a default categories. Unless it is totally different, normally use system interface to update is sufficient.

			[[#Top\|<u>Go to Top</u>]]

			----

			===='''Unit of Measurement'''====

			Unit of Measurement upload is needed only when the users have a totally different set of UOM from the system. If this is the case, use the 0_item_units template to fill the uom and upload.

	[[#Top\|<u>Go to Top</u>]]		[[#Top\|<u>Go to Top</u>]]

	----		----

Khkoh: /* Preparation */

2023-09-30T13:09:15Z

Preparation

← Older revision		Revision as of 21:09, 30 September 2023
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	\|TRUNCATE `0_chart_class`;		\|TRUNCATE `0_chart_class`;
	TRUNCATE `0_chart_master`;		TRUNCATE `0_chart_master`;

	TRUNCATE `0_chart_types`;		TRUNCATE `0_chart_types`;
	\|-		\|-
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	\|TRUNCATE `0_crm_contacts`;		\|TRUNCATE `0_crm_contacts`;
	TRUNCATE `0_crm_persons`;		TRUNCATE `0_crm_persons`;

	TRUNCATE `0_cust_branch`;		TRUNCATE `0_cust_branch`;

	TRUNCATE `0_debtors_master`;		TRUNCATE `0_debtors_master`;

	TRUNCATE `0_suppliers`;		TRUNCATE `0_suppliers`;
	\|-		\|-
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	\|TRUNCATE `0_item_codes`;		\|TRUNCATE `0_item_codes`;
	TRUNCATE `0_loc_stock`;		TRUNCATE `0_loc_stock`;

	TRUNCATE `0_stock_category`;		TRUNCATE `0_stock_category`;

	TRUNCATE `0_stock_master`;		TRUNCATE `0_stock_master`;

	TRUNCATE `0_stock_moves`;		TRUNCATE `0_stock_moves`;

	TRUNCATE `0_item_units`;		TRUNCATE `0_item_units`;

	TRUNCATE `0_uom_stock`;		TRUNCATE `0_uom_stock`;
	\|}		\|}

	* Chart of Account ~~and~~ Product Category ~~must be prepared first~~.		* Upload the following tables first:
			** Chart of Account
			** Product Category
			** Unit of Measurement (system has a set of default UOM. Unless the UOM is totally different, then use the 0_item_units template to fill the uom and upload.

	[[#Top\|<u>Go to Top</u>]]		[[#Top\|<u>Go to Top</u>]]

Khkoh: /* Preparation */

2023-09-30T13:04:36Z

Preparation

← Older revision		Revision as of 21:04, 30 September 2023
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	\|TRUNCATE `0_chart_class`;		\|TRUNCATE `0_chart_class`;
	TRUNCATE `0_chart_master`;		TRUNCATE `0_chart_master`;

	TRUNCATE `0_chart_types`;		TRUNCATE `0_chart_types`;
	\|-		\|-
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	\|TRUNCATE `0_crm_contacts`;		\|TRUNCATE `0_crm_contacts`;
	TRUNCATE `0_crm_persons`;		TRUNCATE `0_crm_persons`;

	TRUNCATE `0_cust_branch`;		TRUNCATE `0_cust_branch`;

	TRUNCATE `0_debtors_master`;		TRUNCATE `0_debtors_master`;

	TRUNCATE `0_suppliers`;		TRUNCATE `0_suppliers`;
	\|-		\|-
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	\|TRUNCATE `0_item_codes`;		\|TRUNCATE `0_item_codes`;
	TRUNCATE `0_loc_stock`;		TRUNCATE `0_loc_stock`;

	TRUNCATE `0_stock_category`;		TRUNCATE `0_stock_category`;

	TRUNCATE `0_stock_master`;		TRUNCATE `0_stock_master`;

	TRUNCATE `0_stock_moves`;		TRUNCATE `0_stock_moves`;

	TRUNCATE `0_item_units`;		TRUNCATE `0_item_units`;

	TRUNCATE `0_uom_stock`;		TRUNCATE `0_uom_stock`;
	\|}		\|}

Khkoh: /* 'Preparation */

2023-09-30T13:04:09Z

'Preparation

← Older revision		Revision as of 21:04, 30 September 2023
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	----		----

	====''''Preparation'''====		===='''Preparation'''====

	The following must be prepared:		The following must be prepared: