Activant Acclaim. Taking Control of Your Activant Data with Acclaim s Import/Export Feature

Transcription

1 Activant Acclaim Taking Control of Your Activant Data with Acclaim s Import/Export Feature

2 This class is designed for Acclaim users who are: Familiar with Acclaim functionality responsible for maintaining the integrity of their database

3 Overview Manipulate Activant data using the Import/Export feature throughout the Acclaim 13 system Export Mailings Import New vendor line Customized part numbers

4 Objectives Create Templates Export data Import data Benefits and Functionality

5 This course will NOT cover Acclaim Navigation Basic Acclaim functionality File Transfers XML vi editor MS Office Products

6 Overview Set up templates to use for Export/Import

7 Overview Perform Export Set up templates to use for Export/Import

8 Overview Perform Export Exported file goes on risc box Set up templates to use for Export/Import

9 Overview Perform Export Exported file goes on risc box Transfer file to PC Set up templates to use for Export/Import

10 Overview Perform Export Exported file goes on risc box Transfer file to PC Use file or manipulate to import back in system Set up templates to use for Export/Import

11 Overview Perform Export Exported file goes on risc box Transfer file to PC Use file or manipulate to import back in system Set up templates to use for Export/Import Import

12 Overview Perform Export Set up templates to use for Export/Import Import Exported file goes on risc box Transfer file to PC Use file or manipulate to import back in system Pull file on risc box using template

13 Overview Perform Export Set up templates to use for Export/Import Import Exported file goes on risc box Transfer file to PC Use file or manipulate to import back in system Pull file on risc box using template Validate information

14 Overview Perform Export Set up templates to use for Export/Import Import Exported file goes on risc box Transfer file to PC Use file or manipulate to import back in system Pull file on risc box using template Validate information Perform Import

15 Securing the Feature Set up security on any of these options through the Acclaim screen maintenance

16 Accessing Import/Export Go to maintenance screen Use [F7] to access the Toolbox

17 Accessing Import/Export Utilities module

18 Accessing Import/Export Acclaim Screens in Company Options [F6] to PowrDrill

19 Creating Templates

20 Creating Templates Access a maintenance screen Press [F7] Choose Import/Export Add mode

21 Template from within a Maintenance Screen

22 Template from the Utilities Menu

23 Template Header

24 Template Header Descriptive fields Name Project Desc

25 Template Header Screen defaults to present maintenance area

26 Template Header Is template enabled for Import/Export?

27 Templates - Scheme Scheme options dbaselll XML Delimited Fixed

28 Scheme Types dbaseiii No fields to specify

29 Scheme Types dbaseiii No fields to specify XML Entity and Root - MUST match between file and template!!!

30 Scheme Types Fixed Only need to specify row delimiter

31 Scheme Types Delimited Must choose column and row delimiter Delimiter choices

32 Columns Mapped Only shows columns chosen to export/import Screen Shows all columns available and what column they are

33 Columns Mapped Only shows columns chosen to export/import Screen Shows all columns available and what column they are At least one column referred to as the unique identifier of the record

34 Mapped Column Browse Shows only columns already mapped Default column Unique identifier(s)

35 Adding Columns to a Mapped Browse Press [CTRL-A] from Mapped Column Browse [F3] to browse for available columns

36 Column Maintenance Ability to edit column information Name useful for XML and dbaseiii files Width useful for fixed and delimited files

37 Column Maintenance WARNING! If you choose to shorten the width of a column, you could potentially truncate your data.

38 Adding Columns from Screen Columns Press [ENTER] on desired field Displays column that field is in

39 Editing Columns Powrdrill on column to move OR delete a column already chosen Insert column not already selected

40 Exporting Data Access template [F6] and choose to Export Data

41 Exporting Data Export set to NO will save settings for later use

42 Exporting Data File assumes path is current AIX directory change the path if necessary Press [F3] to browse

43 Exporting Data Sort By Similar to the re-index options from customer database Start and End limit the data you are exporting

44 Exporting Data Press [F2] to begin export Export Status box updates as export occurs

45 Exporting Data Status field reads Complete when done File is created and stored in AIX

46 What do you do with the info? Transfer file to PC Open file Options: Use information for mailings/flyers Use to import into another database Manipulate data and import back

47 AppShare Create a template Code Name bill to phone and fax ship to phone and fax Perform an export

48 Manipulating the File

49 Data Import Prior to actually performing the import, Acclaim validates the data. Maintain the integrity of the system

50 Data Import Access desired template Powrdrill and choose Import Data

51 Data Import Import set to NO will save settings for later use File name of file to use in current AIX directory

52 Data Import Preserve Test: checks import for possible errors New: creates new records Update: updates existing records Both: adds new and updates existing

53 Data Import View Data View records to be imported before update Before or Both: gives ability to cancel import before records change [F2] to begin import

54 Data Import Import Status box Read records = Skipped + Errors + Unchanged + Modified + New Number of errors display

55 Data Import - Error Explanation Import masks Acclaim Maintenance Rules Compare import to manually entry Aux-Tables set to validate

56 Data Import - Error Explanation Errors Data Errors - numeric only fields Key Errors - missing unique keys Dupl Keys - duplicate information Validate Errors - auxiliary tables

57 Data Import View Import Data Available when set to Before or Both Appears after each phase of import

58 Data Import - Examining Errors View Rows New Updated Unchanged Errors All Errors Drill down for specific error

59 Data Import - Examining Errors Explanations for errors will display

60 Data Import Import Columns lists imported columns Template Columns lists all columns in template and the columns imported

61 AppShare Perform an Import

62 Review of Process Perform Export Set up templates to use for Export/Import Import Exported file goes on risc box Transfer file to PC Use file or manipulate to import back in system Pull file on risc box using template Validate information Perform Import

63 Benefits Reduce data entry costs Provides another means of extracting data from a file No third party PC software required No sustained connection needed Provides alternate method for Acclaim fast edits Provides method for a limited pricing service

64 Summary Creating Templates Executing Exports and Imports Error examination Benefits

65 For More Information Visit Prophet 21 on the web: View P21 University course offerings Browse Documentation Search the Solutions database Submit a web case Consulting Services: consult-sales@p21.com Professional Services Sales: pss@p21.com

66 Which of the following is NOT a way to access the Import/Export feature? 1. Utilities Module 2. Import/Export Module 3. Maintenance Screen 4. Acclaim Screen Option in Company Options

67 Which of the following is NOT a valid reason to use this feature? 1. Export customer information 2. Import sales history data 3. Update existing vendor information 4. Export data to use for mailings

68 Which of the following is NOT a valid file type for this feature? 1. Dbase 2. XML 3. Excel 4. Tab Delimited 5. Fixed length file

69 For More Information Acclaim Help Files Visit Activant on the web: View Educational Services course offerings Browse Documentation Search the Solutions database Submit a Support case Consulting Services consult-sales@activant.com Professional Services Sales pss@activant.com