Master Data Import: Difference between revisions
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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. | ||
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===='''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. | |||
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Revision as of 21:47, 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
Preparation
The following must be prepared:
- Empty the tables as necessary using the following mysql commands:
| 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`; |
- 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.
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.
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.
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.