Master Data Import: Difference between revisions
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===<span id="Data Importation Procedure">'''Master Data Importation Procedure'''</span>=== | ===<span id="Data Importation Procedure">'''Master Data Importation Procedure'''</span>=== | ||
[[#Data Importation Procedure|Tag:#Data Importation Procedure]] | [[#Data Importation Procedure|Tag:#Data Importation Procedure]] | ||
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The following must be prepared: | The following must be prepared: | ||
* Empty the tables as necessary | * Empty the tables as necessary using the following mysql commands: | ||
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TRUNCATE `0_uom_stock`; | TRUNCATE `0_uom_stock`; | ||
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* Chart of Account and Product Category must be prepared first. | * Chart of Account and Product Category must be prepared first. | ||
Revision as of 21:02, 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 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`; |
- Chart of Account and Product Category must be prepared first.
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.