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--- import_and_export:importing_customer_budgets [2014/05/15 09:48] – Gary Willetts
+++ import_and_export:importing_customer_budgets [2021/10/08 09:31] (current) – Gary Willetts
@@ Line 1: / Line 1: @@
-===== Importing customer budgets =====
+{{indexmenu_n>60}}
-{{entry>40.Import & Export/9.Importing customer budgets|*}}
+====== 17.06. Importing customer budgets ======
+You can set up budgets for customers manually if you wish (see [[issuing_goods:customer_budgets|here]]) but if you have to set budgets for many customers at a time then this feature will save you a lot of time. As with the other import features of mSupply, this import uses a tab delimited text file (easily produced by exporting a spreadsheet from Excel or other spreadsheet programme). The columns that must be present in the file and their contents are as follows:
-From the //Customer// menu the //Export invoices// command exports any customer invoice to a file. The file created is in a special format that can be imported into another copy of // mSupply// using the // Supplier>Import invoice...// menu command. Do not use this command for sending invoices to customers for them to view or print - the // export HTML invoice...// command is the one to use for that purpose.
+^ Column number  ^ Column letter  ^ Field  ^ Description ^
+| 1 | A | budget description        | The description for the budget, as it will appear in the list of budgets for a customer. |
+| 2 | B | customer code             | The customer's code as entered in mSupply. If this code does not match a customer in mSupply an error will be generated. |
+| 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:budgets|Budgets]]), otherwise an error will be generated. |
+| 6 | F | budget amount             | The amount of the budget. Must be a positive number with or without a decimal point. |
+| 7 | G | additional budget         | Whether the budget amount is to be considered an additional budget. A "T" or "Y" is interpreted as true, anything else is interpreted as false. |
+| 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 using this command you will be asked to enter an invoice number. The default choice is the last invoice created. The invoice will exported to the export folder you have set in the Preferences, and will be labeled with the invoice number.
+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:
-Before you can export, you must set your "own code" in the Preferences. This is the supplier code that your customers will use to identify you when importing the invoice.
+{{ :issuing_goods:customer_budgets_import.png?600 |}}
-Once the invoice is exported, you will be asked if you want to attach the file to an email. If you click // attach// then mSupply will create an email to the customer with the invoice attached to it.
+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:**  check this if fields in your file is surrounded by quote (" or ') characters. If checked, mSupply will attempt to remove them from each field.
-// Note: this will only occur if the customer has an email address entered.//
+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 //Previous// buttons to see a preview of what mSupply will import on each row from your file. This can be useful for showing differences in the contents of your file and what mSupply is expecting.
-// Previous: [[import_and_export:importing_a_supplier_invoice|Importing a supplier invoice]]     Next: [[import_and_export:export_items|Exporting items and stock]]//
+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:the_log|The log]]).
+\\
+\\
+|  //  Previous:  **[[import_and_export:import_abbrev]]** | | Next: **[[import_and_export:importing_locations]]** //  |
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