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import_and_export:importing_customer_budgets [2014/05/15 09:47] – created Gary Willetts | import_and_export:importing_customer_budgets [2021/10/08 09:31] (current) – Gary Willetts | ||
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- | Importing customer budgets | + | {{indexmenu_n> |
+ | ====== 17.06. | ||
+ | You can set up budgets for customers manually if you wish (see [[issuing_goods: | ||
+ | |||
+ | ^ Column number | ||
+ | | 1 | A | budget description | ||
+ | | 2 | B | customer code | The customer' | ||
+ | | 3 | C | customer name | For your reference only. This column is ignored during the import and can be left empty, but it must be present. | | ||
+ | | 4 | D | budget period start date | The start date for the period to which the budget belongs in the format dd/mm/yyyy or mm/dd/yyyy (whichever your copy of mSupply is using). | | ||
+ | | 5 | E | budget period end date | The end date for the period to which the budget belongs in the format dd/mm/yyyy or mm/dd/yyyy (whichever your copy of mSupply is using). The budget period start and end dates must match an existing budget period period in mSupply (set up using [[other_stuff: | ||
+ | | 6 | F | budget amount | ||
+ | | 7 | G | additional budget | ||
+ | | 8 | H | effective budget date | The effective date for an additional budget in the format dd/mm/yyyy or mm/dd/yyyy (whichever your copy of mSupply is using). Ignored if the budget is not additional. If this field is left blank and the budget is additional then the current date is used. | | ||
+ | |||
+ | When you have created the import text file go to **File** > **Import** > **Import customer budgets** and select your text file. You will be show the following window: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Now choose the import settings to match your file: | ||
+ | * **First line contains column headers:** check this if the first row in your text file contains the column descriptions. If checked, mSupply will ignore the first line of the file. | ||
+ | * **Remove quote characters on import: | ||
+ | |||
+ | And select how duplicates are to be handled (a duplicate is a row which matches another line in the file or a budget already in mSupply): | ||
+ | * **Skip the duplicate without asking:** The duplicate record is ignored completely | ||
+ | * **Stop the import:** mSupply will stop importing from the file if it detects a duplicate. Any budgets already imported will be kept but no further lines in the file will be processed. | ||
+ | * **Update customer budget:** The budget already in mSupply will be updated with the new details found in the file and the import will continue. | ||
+ | |||
+ | You can also click the //Next// and // | ||
+ | |||
+ | When you're ready to carry out the import, click on the //OK// button. mSupply will carry out the import and tell you how many lines were imported, how many budgets already in mSupply were modified and if there were any errors. You can see more details by viewing the log (see [[admin: | ||
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