epicor - activant acclaim taking control of your activant data … · 2006-07-21 · acclaim users...
TRANSCRIPT
Activant Acclaim
Taking Control of YourActivant Data with Acclaim’s Import/Export Feature
This class is designed for…
Acclaim users who are:Familiar with Acclaim functionalityresponsible for maintaining the integrity of their database
Overview
“Manipulate” Activant data using the Import/Export feature throughout the Acclaim 13 system
ExportMailings
ImportNew vendor lineCustomized part numbers
Objectives
Create Templates
Export data
Import data
Benefits and Functionality
This course will NOT cover…
Acclaim NavigationBasic Acclaim functionalityFile TransfersXMLvi editorMS Office Products
OverviewSet up templates to use for
Export/ImportSet up templates to use for
Export/Import
OverviewSet up templates to use for
Export/ImportSet up templates to use for
Export/Import
Perform ExportPerform Export
OverviewSet up templates to use for
Export/ImportSet up templates to use for
Export/Import
Perform ExportPerform Export
Exported file goes on risc box
Exported file goes on risc box
OverviewSet up templates to use for
Export/ImportSet up templates to use for
Export/Import
Perform ExportPerform Export
Exported file goes on risc box
Exported file goes on risc box
Transfer file to PCTransfer file to PC
OverviewSet up templates to use for
Export/ImportSet up templates to use for
Export/Import
Perform ExportPerform Export
Exported file goes on risc box
Exported file goes on risc box
Transfer file to PCTransfer file to PC
Use file or manipulate to import back in
system
Use file or manipulate to import back in
system
OverviewSet up templates to use for
Export/ImportSet up templates to use for
Export/Import
Perform ExportPerform Export ImportImport
Exported file goes on risc box
Exported file goes on risc box
Transfer file to PCTransfer file to PC
Use file or manipulate to import back in
system
Use file or manipulate to import back in
system
OverviewSet up templates to use for
Export/ImportSet up templates to use for
Export/Import
Perform ExportPerform Export ImportImport
Exported file goes on risc box
Exported file goes on risc box
Pull file on risc box using template
Pull file on risc box using templateTransfer file to PCTransfer file to PC
Use file or manipulate to import back in
system
Use file or manipulate to import back in
system
OverviewSet up templates to use for
Export/ImportSet up templates to use for
Export/Import
Perform ExportPerform Export ImportImport
Exported file goes on risc box
Exported file goes on risc box
Pull file on risc box using template
Pull file on risc box using templateTransfer file to PCTransfer file to PCValidate
informationValidate
informationUse file or
manipulate to import back in
system
Use file or manipulate to import back in
system
OverviewSet up templates to use for
Export/ImportSet up templates to use for
Export/Import
Perform ExportPerform Export ImportImport
Exported file goes on risc box
Exported file goes on risc box
Pull file on risc box using template
Pull file on risc box using templateTransfer file to PCTransfer file to PCValidate
informationValidate
informationUse file or
manipulate to import back in
system
Use file or manipulate to import back in
systemPerform ImportPerform Import
Securing the Feature
Set up security on any of these options through the Acclaim screen maintenance
Accessing Import/Export
Go to maintenance screenUse [F7] to access the Toolbox
Accessing Import/Export
Utilities module
Accessing Import/Export
Acclaim Screens in Company Options[F6] to PowrDrill
Creating Templates
Creating Templates
Access a maintenance screenPress [F7]Choose Import/ExportAdd mode
Template from within a Maintenance Screen
Template from the Utilities Menu
Template Header
Template Header
Descriptive fieldsNameProjectDesc
Template Header
Screendefaults to present maintenance area
Template Header
Is template enabled for Import/Export?
Templates - Scheme
Scheme optionsdBaselllXMLDelimitedFixed
Scheme Types
dBaseIIINo fields to specify
Scheme Types
dBaseIIINo fields to specify
XML“Entity” and “Root” - MUST match between file
and template!!!
Scheme Types
FixedOnly need to specify row delimiter
Scheme Types
DelimitedMust choose column and row delimiter
Delimiter choices
Columns
MappedOnly shows columns chosen to export/import
ScreenShows all columns available and what column they are
Columns
MappedOnly shows columns chosen to export/import
ScreenShows all columns available and what column they are
At least one column referred to as the unique identifier of the record
Mapped Column Browse
Shows only columns already “mapped”Default columnUnique identifier(s)
Adding Columns to a Mapped Browse
Press [CTRL-A] from Mapped Column Browse[F3] to browse for available columns
Column Maintenance
Ability to edit column informationName
useful for XML and dBaseIII filesWidth
useful for fixed and delimited files
Column Maintenance
WARNING! If you choose to shorten the width of a column,
you could potentially truncate your data.
Adding Columns from Screen Columns
Press [ENTER] on desired fieldDisplays column that field is in
Editing Columns
Powrdrill on column to move OR delete a column already chosen
Insert column not already selected
Exporting Data
Access template[F6] and choose to “Export Data”
Exporting Data
Export set to NO will save settings for later use
Exporting Data
Fileassumes path is current AIX directorychange the path if necessary
Press [F3] to browse
Exporting Data
Sort BySimilar to the re-index options from customer database
Start and Endlimit the data you are exporting
Exporting Data
Press [F2] to begin exportExport Status box updates as export occurs
Exporting Data
Status field reads “Complete” when doneFile is created and stored in AIX
What do you do with the info?
Transfer file to PCOpen fileOptions:
Use information for mailings/flyersUse to import into another databaseManipulate data and import back
AppShare
Create a templateCodeNamebill to phone and faxship to phone and fax
Perform an export
Manipulating the File
Data Import
Prior to actually performing theimport, Acclaim validates the data.Maintain the integrity of the system
Data Import
Access desired templatePowrdrill and choose Import Data
Data Import
Import set to NO will save settings for later useFile – name of file to use in current AIX directory
Data Import
PreserveTest: checks import for possible errors New: creates new recordsUpdate: updates existing recordsBoth: adds new and updates existing
Data Import
View DataView records to be imported before updateBefore or Both: gives ability to cancel import before records change
[F2] to begin import
Data ImportImport Status boxRead records = Skipped + Errors + Unchanged +
Modified + New
Number of errors display
Data Import - Error Explanation
Import masks Acclaim Maintenance ‘Rules’Compare import to manually entryAux-Tables set to validate
Data Import - Error Explanation
ErrorsData Errors - numeric only fields Key Errors - missing unique keysDupl Keys - duplicate informationValidate Errors - auxiliary tables
Data Import
View Import DataAvailable when set to Before or BothAppears after each phase of import
Data Import - Examining Errors
View RowsNewUpdatedUnchangedErrorsAll
ErrorsDrill down for specific error
Data Import - Examining Errors
Explanations for errors will display
Data Import
Import Columnslists imported columns
Template Columnslists all columns in template and the columns imported
AppShare
Perform an Import
Review of ProcessSet up templates to use for
Export/ImportSet up templates to use for
Export/Import
Perform ExportPerform Export ImportImport
Exported file goes on risc box
Exported file goes on risc box
Pull file on risc box using template
Pull file on risc box using templateTransfer file to PCTransfer file to PCValidate
informationValidate
informationUse file or
manipulate to import back in
system
Use file or manipulate to import back in
systemPerform ImportPerform Import
Benefits
Reduce data entry costsProvides another means of
extracting data from a fileNo third party PC software requiredNo sustained connection needed
Provides alternate method forAcclaim fast edits
Provides method for a ‘limited’pricing service
Summary
Creating TemplatesExecuting Exports and ImportsError examinationBenefits
For More Information…• Visit Prophet 21 on the web: www.p21.com
• View P21 University course offerings
• Browse Documentation
• Search the Solutions database
• Submit a web case
• Email Consulting Services: [email protected]
• Email Professional Services Sales: [email protected]
1. Utilities Module2. Import/Export Module3. Maintenance Screen4. Acclaim Screen Option in
Company Options
Which of the following is NOT a way to access the Import/Export feature?
1. Export customer information2. Import sales history data3. Update existing vendor
information4. Export data to use for mailings
Which of the following is NOT a valid reason to use this feature?
1. Dbase2. XML3. Excel4. Tab Delimited5. Fixed length file
Which of the following is NOT a valid file type for this feature?
For More Information…
Acclaim Help FilesVisit Activant on the web: www.activant.com
View Educational Services course offeringsBrowse DocumentationSearch the Solutions databaseSubmit a Support case
E-mail Consulting Services [email protected]
E-mail Professional Services [email protected]