Difference between revisions of "Data Import Destinations"
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− | + | == Summary == | |
+ | Platinum allows you to import to the majority of files within the system. This article gives a list of these destinations and the section of the system to which these relate. | ||
− | == | + | == More Information == |
− | + | By choosing the correct destination, you will have the data fields that you want to use available to be filled in by the import. | |
− | ==Destinations== | + | === Destinations === |
− | *{{DataValue|LDAD}} - Account Address File | + | * {{DataValue|LDAD}} - Account Address File |
+ | ** Use this destination for importing new or editing existing customers and suppliers. | ||
− | *{{DataValue|LDCC}} - Sales/Purchase Cost Centres | + | * {{DataValue|LDCC}} - Sales/Purchase Cost Centres |
+ | ** Use this destination for importing new or editing existing Sales or Purchase Cost Centres. | ||
− | *{{DataValue|LDNC}} - Nominal Centres | + | * {{DataValue|LDNC}} - Nominal Centres |
+ | ** Use this destination for importing new or editing existing Nominal Centres. | ||
− | *{{DataValue|LDNO}} - Nominal Transactions | + | * {{DataValue|LDNO}} - Nominal Transactions |
+ | ** Use this destination for importing transactions against Nominal Centres. | ||
− | *{{DataValue|LDTR}} - Transaction File | + | * {{DataValue|LDTR}} - Transaction File |
+ | ** Use this destination for importing transactions against customer or supplier accounts. | ||
− | *{{DataValue|OPOR}} - Order Processing Orders | + | * {{DataValue|OPOR}} - Order Processing Orders |
+ | ** Use this destination for importing new or editing existing sales or purchase orders. | ||
− | *{{DataValue|PRPE}} - Payroll Employee File | + | * {{DataValue|PRPE}} - Payroll Employee File |
+ | ** Use this destination for importing new or editing existing employees in the payroll system. | ||
− | *{{DataValue|PRPX}} - Payroll Transaction File | + | * {{DataValue|PRPX}} - Payroll Transaction File |
+ | ** Use this destination for importing transactions onto the payroll system. | ||
− | *{{DataValue| | + | * {{DataValue|RPHF}} - Header File |
+ | ** Use this destination for importing Attributes, Interests, Features and Job Types. | ||
− | *{{DataValue| | + | * {{DataValue|SPPR}} - Sales Prospecting Prospects |
+ | ** Use this destination for importing new or editing existing Prospects and contacts against them. | ||
− | *{{DataValue| | + | * {{DataValue|STDP}} - Stock Depot File |
+ | ** Use this destination for importing new or editing existing Stock Depots. | ||
− | *{{DataValue| | + | * {{DataValue|STHD}} - Stock Shadow Group File |
+ | ** Use this destination for importing new or editing existing Stock Shadow groups and discounts. | ||
− | *{{DataValue| | + | * {{DataValue|STPT}} - Stock Parts File |
+ | ** Use this destination for importing new or editing existing Stock components and associations. | ||
− | *{{DataValue| | + | * {{DataValue|STSA}} - Stock Applications |
+ | ** Use this destination for importing new or editing existing Stock applications. | ||
− | *{{DataValue| | + | * {{DataValue|STSD}} - Stock Shadow File |
+ | ** Use this destination for importing new or editing existing stock items into the Shadow file. | ||
− | *{{DataValue| | + | * {{DataValue|STSE}} - Stock Alternatives |
+ | ** Use this destination for importing new or editing existing stock stock alternatives. | ||
− | *{{DataValue| | + | * {{DataValue|STSH}} - Stock History File |
+ | ** Use this destination for importing to the stock history. | ||
− | *{{DataValue| | + | * {{DataValue|STSI}} - Stock Invoice File |
+ | ** Use this destination for importing stock invoices to the system | ||
− | *{{DataValue| | + | * {{DataValue|STSP}} - Stock Supplier File |
+ | ** Use this destination for importing stock codes against a particular supplier. | ||
− | *{{DataValue| | + | * {{DataValue|STST}} - Stock File |
+ | ** Use this destination for importing new or editing existing Stock Items in the main stock file. | ||
− | *{{DataValue| | + | * {{DataValue|TCTC}} - Transport Costings |
+ | ** Use this destination for importing costs against transport vehicles. | ||
− | *{{DataValue| | + | * {{DataValue|TITI}} - Logistics Management |
+ | ** Use this destination for importing new or editing existing tickets in Logistics Management. | ||
− | *{{DataValue| | + | * {{DataValue|VSVE}} - Unit Sales Unit File |
+ | ** Use this destination for importing new or editing existing units. | ||
− | ==See | + | * {{DataValue|VSVM}} - Unit Model File |
− | + | ** Use this destination for importing new or editing existing unit models. | |
− | *[[How do I import a Data Import template?]] | + | |
− | *[[How do I export a Data Import template?]] | + | * {{DataValue|VSVX}} - Unit Expenses File |
− | {{ | + | ** Use this destination for importing expenses against a unit. |
+ | |||
+ | * {{DataValue|WSJB}} - Workshop Job File | ||
+ | ** Use this destination for importing new or editing existing workshop jobs. | ||
+ | |||
+ | == See also == | ||
+ | * [[How do I import a Data Import template?]] | ||
+ | * [[How do I export a Data Import template?]] | ||
+ | |||
+ | {{KB_Tags|data import, destinations, import}} | ||
+ | {{KB_IM}} |
Latest revision as of 16:13, 20 February 2019
Summary
Platinum allows you to import to the majority of files within the system. This article gives a list of these destinations and the section of the system to which these relate.
More Information
By choosing the correct destination, you will have the data fields that you want to use available to be filled in by the import.
Destinations
- 'LDAD' - Account Address File
- Use this destination for importing new or editing existing customers and suppliers.
- 'LDCC' - Sales/Purchase Cost Centres
- Use this destination for importing new or editing existing Sales or Purchase Cost Centres.
- 'LDNC' - Nominal Centres
- Use this destination for importing new or editing existing Nominal Centres.
- 'LDNO' - Nominal Transactions
- Use this destination for importing transactions against Nominal Centres.
- 'LDTR' - Transaction File
- Use this destination for importing transactions against customer or supplier accounts.
- 'OPOR' - Order Processing Orders
- Use this destination for importing new or editing existing sales or purchase orders.
- 'PRPE' - Payroll Employee File
- Use this destination for importing new or editing existing employees in the payroll system.
- 'PRPX' - Payroll Transaction File
- Use this destination for importing transactions onto the payroll system.
- 'RPHF' - Header File
- Use this destination for importing Attributes, Interests, Features and Job Types.
- 'SPPR' - Sales Prospecting Prospects
- Use this destination for importing new or editing existing Prospects and contacts against them.
- 'STDP' - Stock Depot File
- Use this destination for importing new or editing existing Stock Depots.
- 'STHD' - Stock Shadow Group File
- Use this destination for importing new or editing existing Stock Shadow groups and discounts.
- 'STPT' - Stock Parts File
- Use this destination for importing new or editing existing Stock components and associations.
- 'STSA' - Stock Applications
- Use this destination for importing new or editing existing Stock applications.
- 'STSD' - Stock Shadow File
- Use this destination for importing new or editing existing stock items into the Shadow file.
- 'STSE' - Stock Alternatives
- Use this destination for importing new or editing existing stock stock alternatives.
- 'STSH' - Stock History File
- Use this destination for importing to the stock history.
- 'STSI' - Stock Invoice File
- Use this destination for importing stock invoices to the system
- 'STSP' - Stock Supplier File
- Use this destination for importing stock codes against a particular supplier.
- 'STST' - Stock File
- Use this destination for importing new or editing existing Stock Items in the main stock file.
- 'TCTC' - Transport Costings
- Use this destination for importing costs against transport vehicles.
- 'TITI' - Logistics Management
- Use this destination for importing new or editing existing tickets in Logistics Management.
- 'VSVE' - Unit Sales Unit File
- Use this destination for importing new or editing existing units.
- 'VSVM' - Unit Model File
- Use this destination for importing new or editing existing unit models.
- 'VSVX' - Unit Expenses File
- Use this destination for importing expenses against a unit.
- 'WSJB' - Workshop Job File
- Use this destination for importing new or editing existing workshop jobs.
See also