VinodPatel

Command used to import Vinod Patel data

[:X11:DEBUG]/home/usr/fayez/mod/work/bugs.!> ../binl/genbrmin ../data/branch.csv ; ../binl/gencatmin 1 ../data/cat.csv ; ../binl/gencatmin 2 ../data/subcat.csv ;  ../binl/gencrmin ../data/cred.csv ; ../binl/gencrmin -a ../data/credadd.csv ; ../binl/gendrmin ../data/debtor.csv ; ../binl/gendrmin -a ../data/debtadd.csv ; ../binl/genstmin ../data/stock.csv

Import category departments first, then the categories, then the branch data, the creditor data, then the creditor address data, then the debtor data, then the debtor address data and finally, the stock data.

Quote for importing Vinod Patel (Fiji) data

They will require the following import programs:

• - a category import program. There will be two files to import. One file to create the departments. This file will be imported as is, with no modifications. Codes and Names will be imported. The second file (called sub-groups) will have the codes modified in the following way. If the code is 3 digits, a 01 will be prefixed to the code. If its 4 digits, only a 1 will be prefixed to the code

- a stock import program.

• These are the fields which will be imported:
  • Item number
  • Item description
  • Category (made up of the subgroup field using the special transformation described above)
  • EAN (barcode)
  • Default supplier (supplier[0])
  • Purchasing unit (buy units)
  • No of items per purchasing unit (bufac)
  • Customs group (duty field - special mapping table is provided and this will need to be hardcoded into the import program)
  • Stock UoM (sale units)
  • Discount levels % 1-4 (pbreaks 1-4)
  • Cost
  • Price

- a debtor import. Most of the fields are straight forward. The data file will have to be split up manually into customers and suppliers (C for customers, and S for suppliers). For customers, the price list field refers to another customer with that code. If we cannot find that code, we should create it. It should then be stored in the "Customer Quoted Pricing 1" field. The fields that are to be imported are as follows:

• BPCode
• BPName
• Group Code - Debtor Group 1, which will be created on the fly
• VAT - ABN number field
• Customer Type - Debtor Group 2, which will be created on the fly
• Region - Zone
• Acc Dealer - Salesperson
• Debt Collection - new Debt collector field
• Phone1, Phone2, mobile, fax, email etc
• Contact - Contact Person
• Frozen - Hold Supply
• Terms Code - A terms code of -1 means terms code of 1 but with a credit limit of -0.01
• Credit Limit - A limit of 0 really means -0.01

- a creditor import. As above, but without the price list field being imported and with the VAT code going into the tax number field

- A separate import will need to be done to handle the addresses, as they are provided in a separate sheet. We will store the billing address, and the last shipping address found, if there are multiple shipping addresses. This special import could be specified as an option to the creditor or debtor import.

- Add a new field to the debtor file, that will refer to a salesperson. This field will be used to record debt collector. The appropriate field from the data will be imported into this new field.