Master Data Import: Difference between revisions

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|'''To empty'''
|'''To empty'''
|'''MySql Commands'''
|'''MySql Commands'''
|-
|### Chart of Account
|TRUNCATE `0_chart_class`;
TRUNCATE `0_chart_master`;
TRUNCATE `0_chart_types`;
|-
|-
|### Customers and Suppliers
|### Customers and Suppliers
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TRUNCATE `0_suppliers`;
TRUNCATE `0_suppliers`;
|-
|### Chart of Account
|TRUNCATE `0_chart_class`;
TRUNCATE `0_chart_master`;
TRUNCATE `0_chart_types`;
|-
|-
|### Stocks
|### Stocks

Revision as of 20:44, 30 September 2023


Master Data Importation Procedure

Tag:#Data Importation Procedure

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

  • Customer Master
  • Supplier 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.

  • Chart of Account
  • Initial Inventory
  • Product Selling Price

The following must be prepared:

  • Empty the tables as necessary.
To empty MySql Commands
### Chart of Account TRUNCATE `0_chart_class`;

TRUNCATE `0_chart_master`;

TRUNCATE `0_chart_types`;

### Customers and Suppliers TRUNCATE `0_crm_contacts`;

TRUNCATE `0_crm_persons`;

TRUNCATE `0_cust_branch`;

TRUNCATE `0_debtors_master`;

TRUNCATE `0_suppliers`;

### Stocks TRUNCATE `0_item_codes`;

TRUNCATE `0_loc_stock`;

TRUNCATE `0_stock_category`;

TRUNCATE `0_stock_master`;

TRUNCATE `0_stock_moves`;

TRUNCATE `0_item_units`;

TRUNCATE `0_uom_stock`;

  • Chart of Account and Product Category must be prepared first.


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Chart of Account

The new master data importation will required this Chart of Account to be first uploaded as it will check against the COA used in the table.

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Product Category

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.

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