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Both sides previous revision Previous revision Next revision | Previous revision | ||
import_and_export:importing_customer_budgets [2015/08/06 03:52] – Links to admin:foreign_keys changed to admin:tables_fields:foreign_keys Craig Drown | import_and_export:importing_customer_budgets [2021/10/08 09:31] (current) – Gary Willetts | ||
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- | ===== Importing customer budgets ===== | + | {{indexmenu_n> |
- | {{entry> | + | ====== 17.06. |
You can set up budgets for customers manually if you wish (see [[issuing_goods: | You can set up budgets for customers manually if you wish (see [[issuing_goods: | ||
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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): | 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 | * **Skip the duplicate without asking:** The duplicate record is ignored completely | ||
- | * **Stop the import:** mSupply will stop importing | + | * **Stop the import:** mSupply will stop importing |
* **Update customer budget:** The budget already in mSupply will be updated with the new details found in the file and the import will continue. | * **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 // | 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:tables_fields: | + | 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: | + | \\ |
+ | \\ | ||
+ | | | ||
---- struct data ---- | ---- struct data ---- | ||
+ | pagestatus.status | ||
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