Master Data Import

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:

• The following commands are to empty the database tables:
• Empty the following tables:

Empty the following tables:

1. 1. 1. Customers and Suppliers

TRUNCATE `0_crm_contacts`; TRUNCATE `0_crm_persons`; TRUNCATE `0_cust_branch`; TRUNCATE `0_debtors_master`; TRUNCATE `0_suppliers`;

1. 1. 1. Chart of Account

TRUNCATE `0_chart_class`; TRUNCATE `0_chart_master`; TRUNCATE `0_chart_types`;

1. 1. 1. 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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