Epicor - Activant Acclaim Taking Control of Your Activant Data … · 2006-07-21 · Acclaim users...

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



Export/Import

Perform ExportPerform Export



Export/Import


Exported file goes on risc box




Export/Import




Transfer file to PCTransfer file to PC



Export/Import





Use file or manipulate to import back in

system


system



Export/Import

Perform ExportPerform Export ImportImport





system


system



Export/Import




Pull file on risc box using template

Pull file on risc box using templateTransfer file to PCTransfer file to PC


system


system



Export/Import





Pull file on risc box using templateTransfer file to PCTransfer file to PCValidate

informationValidate

informationUse file or

manipulate to import back in

system


system



Export/Import






informationValidate



system


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


Utilities module


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/Import






informationValidate



system


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]

Epicor - Activant Acclaim Taking Control of Your Activant Data … · 2006-07-21 · Acclaim users...

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Transcript of Epicor - Activant Acclaim Taking Control of Your Activant Data … · 2006-07-21 · Acclaim users...