M&M RPro V9 Import/Export Utility v2.x
Contents
1. RPro V9 Import Export Utility User Manual Document Revision 1 Export Filter BAR Export Format Record Type Direct Where Clause cus Use Direct Where Filter Clause Filter Available Fields SBS H0 7 1 CREATED DATE gt 1 1 2009 MARK1 MAIL AL on m n Direct Where Export Order Available Order Output By STAPF un Delete Filter Direct Where The second method of filtering the export file is to enter a SQL where clause directly into the Export Filter screen This requires knowledge of Oracle SQL and an understanding of the underlying structure of the record s table For complex filtering this may be the best option To use Direct Where check the Use Direct Where checkbox and enter the Where clause in the Direct Where text box You do not have to delete any filter clauses if they have been entered Example Page 16 of 26 RPro V9 Import Export Utility User Manual Document Revision 1 Export Filter BAR Export Format Record Type Direct Where Clause cus v Use Direct Where Filter Clause Filter Available Fields Clause Anador CREDIT LIMT A Field SBS NO 1 AND CREDIT_USED b CREATED DATE gt 1 1 2009 OR STORE_CREDIT MARK1 MAIL ACCEPT CHECKS DETAX MAX DISC PERC Op v AND OR Clear Delete Direct Where Export Order Where SBS 10 1 and Last_Name like A or Last Hame like2. EFE 23 Import Rec rd vend Agr RR chevdsacheeandedecsaeess aaece 23 Import File Data oaei IEEE 23 LOG EE EEA A A ET N T AE 24 Log aaa ia aa 24 oo cc aes dain al WA 24 Format Maps e exa gu En EX 24 Appendix A Required Fields sissies 1i iioi iiio oce Ee Eia o Pin 25 Page 2 of 26 RPro V9 Import Export Utility User Manual Document Revision 1 WARNING THIS UTILITY MUST BE USED CAREFULLY AND ONLY BY AUTHORIZED USERS IT IS ENTIRELY POSSIBLE TO COMPLETELY CORRUPT THE RETAIL PRO DATABASE USING THIS UTILITY ALWAYS ALWAYS ALWAYS DO A FULL BACKUP BEFORE PERFORMING ANY IMPORT OPERATION USING THIS UTILITY M amp M DOES NOT ACCEPT ANY LIABILITY WHATSOVER FOR THE RESULTS OF USING THIS UTILITY Overview The utility is divided into an Import and Export section All import to text files with various record configurations All export is done to text files with various record configurations The utility can be run in an unattended mode THIS MODE IS NOT RECOMMENDED BECAUSE IT IS NOT POSSIBLE TO GUARANTEE THAT A BACKUP HAS BEEN DONE Import Export Files All import and export files are text files made up of data records Files may or may not have header records with field names Each record c
3. cuc COMPANY ID COMPANY HAME This map has sufficient fields to update an existing record or create a new record The operation performed will depend on the data in the file If a Company ID and Company Name are in a data record the utility will determine if the Company ID exists If it does the Company Name will be changed to the value in the file If the Company ID does not exist a new database record will be created with the Company ID from the file and the Company Name from the file If the Company ID in the file is blank null or zero a new database record will be created with a Company ID assigned by Retail Pro and the Company Name from the file Insufficient Fields Example CUS FIRST HAME LAST HAME This is a map for the Customer sub area It does not have sufficient records to allow any action Specifically it is missing the subsidiary number CUS SBS MO FIRST LAST HAME Here is the same map with Subsidiary added If there is a value for Subsidiary in every record this map will result in a new customer being created for every record Page 21 of 26 RPro V9 Import Export Utility User Manual Document Revision 1 Single Record SID Example cus CUST SID SBS HO FIRST HAME LAST HAME De In this example CUST SID has been added to the record How each record is handled depends on the data in each record If the SID is missing from the record a new customer is created
4. Import Map Import Export Map Export r File Formatting Quoted Strings Covert Null To String Delimiter amp Comma C Tab C Pipe C Other Header Record NV Include RecType in Export Area r Sub Area Export File Format Map Customers Customer_Address Select Save Export File Format Available Export Fields Field Hame CUST_SID Integer ADDR HO Integer BEGIH DATE Datetime EHD DATE Datetime ADDR HAME String SHIPPING Integer Add Update ADDRESS1 String ADDRESS2 String ADDRESS3 String ADDRESS4 String ADDRESS5 String AnnprEccg Ctring Fields CUS _CUST_SID SBS HO CUST ID STORE HO STATUS COMPANY FIRST LAST HAME reci Delete Fields are selected from the Available field list and the Add Update button is used to add the record to the file Page 11 of 26 RPro V9 Import Export Utility User Manual Document Revision 1 RPro 9 Import Export Utility Import Map Import Export Map Export File Formatting Quoted Strings Covert Null To String Delimiter Comma Tab Pipe Other Header Record v Include RecType in Export Area Sub Area Export File Format Map Customers Y Customer Address Ry Select Save Export File Format Available Export Fields Field Hame CUST_SID END_DATE Datetime ADDR_HO i ADDR HAME ADDR HAME String SHIPPING l ADDRESS1 nteger ADD
5. Available Order Output By REGION ID SECTOR ID CUST ID CUST CLASS STOPF HO Delete Filter In this example previous filter clauses are still part of the filter But with Use Direct Where checked they will be ignored Only the where clause will be used to filter export records Sorting the Order of the Output You can determine the sort order of the output records in the Export Order section Select a field from the Available list and move it to the Order Output By list by clicking the right blue arrow button A field can be removed from the Output Order By list by selecting the field and clicking the left blue arrow button Deleting an Export Filter To delete an export filter click the Delete Filter button The filter will be removed Saving Export Filters Export filters are saved along with the Export Format Map In order to save the filter you must enter an Export Format Map name and save the Format Map Page 17 of 26 RPro V9 Import Export Utility User Manual Document Revision 1 Generating the Export File Once the file map and optional filter have been setup or selected the output file can be generated Enter or browse for the file name in the Target File area The log file is preset but you can change it if you want to direct log output to a different file Click the Export button to generate the output file Page 18 of 26 RPro V9 Import Export Utility User Manual Document
6. RPro V9 Import Export Utility User Manual Document Revision 1 M amp M RPro V9 Import Export Utility v2 x For Retail Pro 9 Series User Manual Page 1 of 26 RPro V9 Import Export Utility User Manual Document Revision 1 Table of Contents cde etter iaa 3 e EE 3 Import Export ule m 3 Subsidiatries tes e CE Ee CERE 3 LOGIN NTAN ART 4 m4018 a CES 5 Fil Formattinig i 5 Format Map ERR 6 Areas Sub AFeds 5 5 on rci d tud ei ir deitas dae erui e 6 Constructing the Record Format ipit iet eek et ee iR ETE 7 m Re ud Em 8 Adding the Record to the SNP Eier EPI 8 Saving the Format File 9 Selecting a Saved Format File eee eee eter tree eee eae terre reese saat Ana aaa nennen nsn n nnne 9 Multiple Sub Area Format Maps cccccssseccecssseeeecseseeeeseeseeeeeee nnne nennen nra nurus nana snas aa aun nnne nen an 10 Parent Records d rn ree efe ere t ea eoo N A 12 Export Filter P 13 imde ro RES BU EET T XD ID 13 Filter ClallS8s ceo gang coed bere Co re CENTRE E TEE 13 M
7. Av m m e Click the Add button to add the clause to the filter Note that the Field and Value text boxes are cleared In this example all records with Company ID less than or equal to 10 will exported Export Filter ExportFormatRecord Type Direct Where Clause cuc Use Direct Where Filter Clause rffFilter Available Fields Clause COMPANY ID lt 10 COMPANY Aw m o m nae Direct Where Export Order Available Order Output By COMPANY ID COMPANY HAME Delete Filter Page 14 of 26 RPro V9 Import Export Utility User Manual Document Revision 1 Multiple Filter Clauses You can have as many filter clauses as you like in a filter When more than one filter clause is entered the clauses have to be connected using the AND or OR operators Here is an example of a multiple clause filter for the Customer record KE Export Filter Export Format Record Type Direct Where Clause cus F Use Direct Where Filter Clause Available Fields SBS_NO 1 CREATED DATE gt 1 1 2009 Av m m e Direct Where Export Order Available Order Output By Delete Filter In this example the subsidiary number and created date from the Customer record are used to filter the export Note the use of the AND conjunction for the two clauses A third clause can be added and joined using an OR operator Page 15 of 26
8. Revision 1 Import ALWAYS ALWAYS ALWAYS DO A FULL BACKUP BEFORE PERFORMING ANY IMPORT OPERATION USING THIS UTILITY Import File Formatting Set the import file formatting parameters at the top of the Import Map tab RPro 9 Import Export Utility Import Map Import Export Map Export File Formatting Delimiter Comma Tab Pipe Other Quoted Strings Has Header Record Area Sub Area Import File Format Map m m Select Save Import File Format Available Import Fields Field Hame Add Update Type Fields Delete Select the field delimiter Check the Quoted Strings box if the string fields in the file are enclosed in double quotes Check the Has Header Record box if the file has one or more header records Import File Map Constructing the Import File Map is the same as constructing the export file map Select an Area and Sub Area from the drop downs Page 19 of 26 RPro V9 Import Export Utility User Manual Document Revision 1 The list of available fields will appear in the Available box For the import the first available field is Ignore This is a placeholder When Ignore is added to the Import Fields box the fields at that position in the file will be ignored Add fields to the Import Fields box using the arrow keys and adjust the position of the field in the record Add the record to the format map using the Add Update button Save the
9. format map if desired Import Field Selection When setting up an import file format map you must take into consideration the fields that are required to identify a unique record in the data What is required in the import file varies depending on whether or not you are intending to create a new record or not For example if you omit the Customer SID or Customer ID and Subsidiary Number from a customer import file the utility will generate new customer records for each record in the import file However if a Customer SID or Customer ID Subsidiary Number ARE included in the import file the utility will determine if the customer is already in the database and either update the existing record or create a new one The utility requires enough fields and data to determine a Does the record already exist in the database b If it does not exist in the database is there enough data to create a new record The utility does check the fields that are in each record of the format map If there are not enough fields to determine if the record exists in the database the utility checks to see if there are enough fields to create a new record If there are not enough fields for either an error message is generated and the import is terminated As each record of the import file is read the utility checks the data in each record to determine if the record already exists or a new record can be created If a record cannot be updated or a new record cr
10. Add Update button to add the record to the file The record type and fields appear at the bottom of the screen Page 8 of 26 RPro V9 Import Export Utility User Manual Document Revision 1 RPro 9 Import Export Utility Import Map Import Export Map Export File Formatting Quoted Strings Covert Hull To String Delimiter Comma Tab Pipe Other Header Record Include RecType in Export Area Sub Area Export File Format Map Company Customer_Company m Select Save Export File Format Available Export Fields COMPANY ID COMPANY ID integer COMPANY COMPANY String t Fields cuc COMPANY ID COMPANY HAME In this case the Record Type is CUC which stands for Customer Company Even though the Record Type appears separated from the Fields list in the export file each record will start with CUC Because this file uses a comma delimiter the CUC will be followed by a comma Example of an export record CUC 1 The ABC Company For this example the format map is complete and can be used to generate an export file Saving the Format File Map It is possible to save the Format File Map Enter a name for the map in the Export File Format Map text box and click the Save button Selecting a Saved Format File Map To use a map that was previously saved click the Select button in the Export File Format Map section A list of maps will be
11. Company Customer_Company v Select Save Export File Format Available Export Fields Field Hame i COMPANY ID COMPANY ID Integer COMPANY_NAME String Add Update Filter Delete Page 7 of 26 RPro V9 Import Export Utility User Manual Document Revision 1 You can also select more than one field by holding down the Ctrl key and clicking any of the fields in the Available box and using the single right arrow button The selected fields are moved to the Export Fields box Finally you can click the double right arrow button to move all the fields from the Available box to the Export Fields box RPro 9 Import Export Utility Import Map Import Export Map Export File Formatting Quoted Strings v Covert Null To String Delimiter Comma C Tab Pipe Other Header Record Include RecType in Export Area Sub Area Export File Format Map Company m Customer_Company Select Save Export File Format Available Export Fields Field Hame COMPANY ID COMPANY ID integer COMPANY HAME COMPAIIY String Add Update Fields Filter Delete Field Order The order of the fields from top to bottom determines the order of the fields in the record To change the position of a field select it and use the Up and Down arrow buttons to move the field up or down Adding the Record to the File Once you have selected the fields and gotten them in the proper order use the
12. DSC CODE SBS NO IVN Inventory Inventory ITEM SID or Invn SBS SBS NO DCS CODE For New Records SBS NO DCS CODE DESCRPTION1 AND OR DESCRIPTION2 depending on Style preferences IVP Inventory Price Invn SBS Price ITEM SID SBS NO PRICE LEVEL or UPC PRICE LEVEL or ALU SBS NO PRICE LEVEL or ITEM NO PRICE LEVEL or Parent Record PRICE LEVEL IVQ Inventory Quantity Invn SBS Qty ITEM SID SBS NO STORE NO or UPC STORE NO or ALU SBS NO STORE NO or ITEM NO STORE NO or Parent Record STORE NO IVS Inventory Serial Invn Serial ITEM SID SERIAL NO or UPC SERIAL NO or ALU SBS NO SERIAL NO or ITEM NO SBS NO SERIAL NO or Parent Record SERIAL NO For new records STORE NO IVV Inventory Vendor Invn SBS Vendor ITEM SID SBS NO or UPC SBS NO or ALU SBS NO or ITEM NO SBS NO or Parent Record 985 NO PRC Price Level Price Level SBS NO PRICE LEVEL STR Store Store SBS NO STORE NO For new record STORE CODE SUB Subsidiary Subsidiary SBS NO SYI System Pref ID SBS Prefs PREF ID SYV System Pref Val SBS Pref Val ID PREF VAL SBS NO Page 25 of 26 RPro V9 Import Export Utility User Manual Document Revision 1 TTL Title Title TITLE_ID For new record TITLE SBS_NO VND Vendors Vendor VEND_CODE SBS_NO or VEND_ID VNT Vendor_Terms Vend_Term VEND_ID TERM_NO or VEND_CODE TERM_NO WSI WS Pre
13. RESS2 ADDRESS1 String ADDRESS2 String ADDRESS3 String ADDRESS4 String ADDRESS5 String ADDRESS6 String ZIP String PHOMHE1 String DHOHED Ctrinag cus CUST SID SBS HO CUST ID STORE HO STATUS COMPAIIY FIRST HAME LAST CUA CUST SID ADDR_NO ADDR HAME ADDRESS1 ADDRESS2 ADDRESS3 ZIP Delete Both the CUS record with customer data and the CUA record with address will be exported to the file In this case what will be exported is a CUS record followed by as many CUA records as have been entered for that customer Then a CUS record for the next customer followed by all CUA records for that customer This is continued until all customers have been exported Parent Records For Areas where there are multiple Sub Areas available the Sub Area that has the same name as the area is considered the Parent record In the example above the CUS record is the Parent record In addition where an Export Map has multiple records the parent record MUST be included Parent records play a significant role in import files This will be covered in the Import section Page 12 of 26 RPro V9 Import Export Utility User Manual Document Revision 1 Export Filter It is possible to filter the records that are written to the export file Filters are applied to the records in the Format Map To set up a filter select the record and click the Filter button The Export Filter screen will be dis
14. displayed The format maps that are displayed are for both Export and Import So when you click Select you will see any maps that were saved for import files as well Page 9 of 26 RPro V9 Import Export Utility User Manual Document Revision 1 Multiple Sub Area Format Maps A Format Map can contain more than one Record Type In this example the Customer Area and Customer Sub Area have been selected and a record with customer data has been added to the map RPro 9 Import Export Utility Import Map Import Export Map Export File Formatting Quoted Strings Covert Hull To String Delimiter Comma Tab f Pipe Other Header Record JV Include RecType in Export Area r Sub Area r Export File Format Map customers Y Customers m Select Save Export File Format Available Export Fields Field Hame CUST_SID Integer SBS HO Integer REGION ID Integer SECTOR ID Integer CUST ID Integer CUST CLASS Integer STORE HO Integer HOME SBS HO Integer HOME STORE HO Integer STATION String STATUS Integer COMDAHY In Intanar Fields CUST_SID SBS HO CUST ID STORE HO STATUS COMPANY FIRST HAME LAST Next the Customer Address Sub Area is selected from the Sub Area drop down and the Customer Address fields are shown Page 10 of 26 RPro V9 Import Export Utility User Manual Document Revision 1 RPro 9 Import Export Utility
15. e export file The default is checked If you are not familiar with SQL databases data in a SQL database can have the value null Null means that no value has been assigned It is not zero for numbers and not a zero length string for character data it is null Include Rec Type in Export if this box is checked then the Record Type for each record is included as the first field in each record of the export file The default is checked Select the appropriate settings for the export file you are producing Format Map The next step in generating an export file is setting up the Format Map The Format Map is one or more descriptions of records in the file Areas Sub Areas To create a format map start by selecting an Area from the Area drop down Each export file is generated from a single Area The Areas are Company Country Customer DCSes Inventory Price_Level Stores Subsidiary Title Vendors Depending on the Area selected one or more Sub Areas will be available in the Sub Area drop down As an example if you select Company from the Area drop down Customer_Company appears and is the only selection in the Sub Area drop down RPro 9 Import Export Utility Import Map Import Export Map Export File Formatting Quoted Strings Covert Hull To String Delimiter 6 Comma Tab Pipe Other Header Record Include RecType in Export Area Sub Area Export File Fo
16. eated an error message is generated The import process is NOT terminated Appendix A contains a table showing the list of required fields for each Record Type Use of Parent Records in Import Parent records play a significant role in import files when creating new records Where a new parent record has been created and assigned an unique identifier for example a SID the child records in the file will use the newly created identifier to create new records of their own Sub Area Relationship to Retail Pro Oracle Tables In general each Sub Area corresponds to a single table in the Retail Pro database However fields may be included in an import file record that are not in that specific table An example is the Company Name field in the Customer sub area Company Name is a field from the Cust Company table and is represented in the Customer table by the Company ID field However it is possible to place Company Name in an import file for the CUS Customer record and have it successfully imported This is because the Import Export utility will add the Company Name to the Cust Company table if it is not there and assign the correct ID in the Customer table Page 20 of 26 RPro V9 Import Export Utility User Manual Document Revision 1 Import File Format Map Examples Here are some examples of import format maps that illustrate various record types and use of parent child records Simple Single Record Example
17. f ID WKS PREF PREF ID WSV WS Pref Val WKS PREF VAL PREF ID WS ID Page 26 of 26
18. of an error the error message SQL statements record fields and field values are written to the log When performing an export the error and SQL statements are written to the log A single log file is generated for both import and export Command Line Parameters The utility can be run in unattended mode by starting it with the following parameters RPro9IE U A Action M Map X TargetFile Where Action is one of Import or Export Map is the name of a previously saved Format Map Target is the full file spec of the import or export file Format Maps and Filters Format Maps are stored in a directory named FileFormats under the directory where the utility is installed Export Filters are stored in a directory named Filters under the directory where the utility is installed If you want to copy your saved formats and filters when re installing the utility at another location just zip up all the subdirectories of your existing location and unzip at the new location Page 24 of 26 RPro V9 Import Export Utility User Manual Document Revision 1 Appendix A Required Fields Rec Type Sub Area RPro Table Required Fields CUC Customer_Company Cust_Company COMPANY_ID or COMPANY_NAME CON Country Country COUNTRY_ID or COUNTRY_NAME CUS Customers Customer SBS_NO CUA Customer Address Cust Address CUST_SID or CUST ID SBS NO or Parent Record DCS DCSes DCS
19. onsists of a variable number of data fields For import files the first field in the record must be a Record Type A Record Type is a three character designator that associates the record with a particular area of Retail Pro data For export files the Record Type is optional The data fields can be delimited by any character A Format Map is required for every import or export operation The Format Map contains the fields that are in each record type in the file Subsidiaries This is a multi subsidiary tool No particular subsidiary is selected in the tool It is your responsibility to include the Subsidiary number in import and export files where needed Omitting this field in an import file can result in a field being set to a value across all subsidiaries Page 3 of 26 RPro V9 Import Export Utility User Manual Document Revision 1 Logon When the utility is started the Oracle Logon dialog will be displayed Oracle Logon User Name Password Enter the User Name and Password for a member of the Admin group You must be a member of the Admin group to use this utility Page 4 of 26 RPro V9 Import Export Utility User Manual Document Revision 1 Export Although the Import Map section is displayed when the utility is started we will cover the export functionality because it will make the import functionality easier to understand Start the utility and select the Expo
20. played T Export Filter BAR Export Format Record Type Direct Where Clause CUC Use Direct Where Filter Clause Filter Available Fields Clause And Or COMPANY ID COMPANY HAME j ejm m Direct Where Export Order Available Order Output By zl NN t 4 4 Delete Filter If you entered a name for the Export Format it appears at the top of the screen along with the Record Type Export Filtering There are two ways to construct an export filter set up filter clauses or enter a SQL Where clause directly In both cases the fields you have to work with are listed in the Available Fields box Filter Clauses To set up a filter clause you select a field from the list and click the top blue arrow button The Field is placed in the Field box Next select an operator from the Op drop down The operators are lt gt gt gt lt lt like Is Null and Is Not Null Then either enter a value in the Value text box or select another field from the list and click the bottom blue arrow to transfer the field name to the bottom field box Page 13 of 26 RPro V9 Import Export Utility User Manual Document Revision 1 Export Filter BAR Export Format Record Type Direct Where Clause cuc Use Direct Where r Filter Clause Filter Available Fields Clause And or Field gt coMPANY ID Op lt Value el m
21. rmat Map Company v Customer_Company m Select Save Export File Format Available Export Fields COMPANY ID Integer b COMPANY String exl md Page 6 of 26 RPro V9 Import Export Utility User Manual Document Revision 1 Only Customer_Company appears in the Sub Area drop down because the Company data is only associated with Customer records In addition the available fields for the Customer_Company sub area appear in the Available section of the Export File Format box The Sub Area setting controls the Record Type setting In addition the Sub Area setting determines the fields that are available for that record The Export File can contain records for any of the available Sub Areas but only one Area The datatype of the field is shown along with the field type There are four data types String Integer Float and Date Constructing the Record Format The record format is constructed by adding fields to the Export Fields box from the Available box There are three ways to do this Select a single field in the Available section and click the single right arrow button The field is moved to the Export Fields box RPro 9 Import Export Utility Import Map Import Export Map Export File Formatting Quoted Strings Covert Hull To String Delimiter Comma Tab Pipe Other Header Record v Include RecType in Export Area Sub Area Export File Format Map
22. rt Map tab RPro 9 Import Export Utility Import Map Import Export Map Export File Formatting Quoted Strings v Covert Hull To String Delimiter Comma Tab Pipe Other Header Record Include RecType in Export Area Sub Area Export File Format Map Y Y Select Save Export File Format Available Export Fields Datatype pe Add AddUpdate Filter Delete File Formatting The File Formatting section at the top of the screen has parameters that affect the entire export file Delimiter You can select Comma Tab Pipe or Other as the delimiter If Other is selected you must enter the delimiter character in the text box The delimiter is the character that separates each data field in the records Quoted Strings If you check the Quoted Strings box then all string fields in the export file are enclosed in double quotes Examples Robert 15 West St Header Record Check the Header Record box if you want a header record with field names included in the file A file can have more than one record type and therefore more than one header record All header records are placed as the first records in the file Page 5 of 26 RPro V9 Import Export Utility User Manual Document Revision 1 Convert Null to String If this box is checked any null values found in the data are converted to zero length strings If this box is not checked the word null will appear in th
23. st number To import or export multiple customer addresses use the Customer Address Sub Area and the ADDR NO field Import File Record Types EVERY RECORD OF AN IMPORT FILE MUST START WITH A RECORD TYPE FIELD THAT MATCHES A RECORD TYPE FOUND IN THE FORMAT MAP Import File Data Dates in import files should be formatted to fit the date format for your locale Almost all Retail Pro data is case sensitive When importing string fields be very sure that the case of the import data matches the case of the existing data Failure to do this can result in new records being created when not intended Page 23 of 26 RPro V9 Import Export Utility User Manual Document Revision 1 Log Files The utility generates a daily log file Logs are stored in the Logs directory under the directory where the utility is installed Logs are not deleted When the utility is started the log file is automatically set to the log for the current system date To view a log browse for the log file and then click the View button Log Level On the Import tab there is a drop down for the Log Level setting There are three log level settings Error Inserts and Updates and Diagnostic These settings affect the log as follows Error only errors are placed in the log e Inserts and Updates in the event of an error the SQL statements generated by the utility are written to the log e Diagnostic in the event
24. ultiple ee 15 Mids ces T EE 16 Sorting the Ord r of the Output 5 2 i nre Pre atte eie D ira Dr EATER ORE Rer 17 Deleting an Export Filter iseina i cet lage 17 Saving Export FINCKS ioo 17 Generating the Export Fils 1 0 2 2 0 eti Iit io ee Er eee 18 rH 19 Import File Formatting sire tenen today a ur ua ku aeo tard uate 19 Tmport dui 19 Import Field Selectioi a a ER ves Pda 20 Use of Parent Records In ires it ee oe 20 Sub Area Relationship to Retail Pro Oracle Tables eeeeesseeeeeeeeeeee nennen nennen nennen nnn nnne nnn 20 Import File Format Map EXaMpleS 255 o desea aec ier pese eae ce 21 Simple Single Record Example eese nennen nennen rnnt nnn annia nn nini sen rennen aine 21 Insufficient Fields Example 1 21 Single Record SID Aap e eerie nha Rara nad 22 Parent Child 22 Inventory irre Mets A ag 23 UDFand AUX Fieldsi 23 Customer Record Exceptions
25. w will set Price Level 1 to 5 95 and Price level 2 to 4 95 Page 22 of 26 RPro V9 Import Export Utility User Manual Document Revision 1 There could be any number of IVN IVP records in the file and a varying number of IVP records for each IVN record Inventory Import When a new inventory item is created during an import the utility attempts to find any matching style based on the Style settings in system preferences However it does not work with Style UDF Aux settings UDF and AUX Fields You will see UDF and Aux fields in the available field lists UDF and Aux fields can be included in the import and export files Where UDF and Aux fields are included in an import file if the field value does not exist in Retail Pro it is added For inventory items Misci Misc2 Misc3 and Misc4 are referred to as UDF3 UDF4 UDF5 and UDF6 respectively Customer Record Exceptions When Customers is selected as the Sub Area for Import or Export you will see Addressi Address2 Address3 Zip Phonei and Phone2 in the Available fields list In Retail Pro V9 there can be multiple addresses per Customer Each one of these is assigned an address number These are stored in the Cust Address table and are accessible using the Customer Address Sub Area When one of these address fields is used from the Customers Sub Area the address is either taken from or written to the address record with the lowe
26. with a new SID If the SID is not missing but is not found in the customer table a new customer is created with the SID from the file If the SID is not missing and is found in the customer table the existing customer SBS NO FIRST NAME and LAST NAME are changed to the file values Parent Child Example IV ITEM SID SBS HO DCS CODE VEHD CODE DESCRIPTION1 DESCRIPTION2 ATTR SIZ ALU PRICE_LVL PRICE De This format map has a record for an inventory item and inventory price For the inventory item if there is an item SID and the item exists in inventory the item data will be updated with the data in the record If the item SID does not exist in inventory a new item will be created with the SID from the file Assuming that the SBS_NO and DCS_CODE have values If the item SID in the file is missing zero or null a new SID will be created and the item will be added to inventory Once a SID is associated with the inventory record either from the file or newly created that SID will be applied to every Inventory_Price record that follows the inventory record Here is an example data file for this map IVN 1 A A A ABC NN2Desci NN2Desc2 4447 IVP 1 5 95 IVP 2 4 95 Because there is no ITEM SID in the IVN record a new item will be created with SBS_NO 1 DCS A A A Desc1 NN2Desci1 Desc2 NN2Desc2 no Attr or Size and ALU 4447 Because a SID will be assigned to the new item the two IVP records that follo
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