Data Transfer Archives - Caliach

Data Transfer: Manufacturing Menu

Brendan Proctor — Wed, 27 May 2020 17:00:51 +0000

Manufacturing Menu

Reference Contents > Data Transfer > Manufacturing Menu

This is a sub-menu of Data Transfer Menu. All functions open the Import Export Control window with the appropriate file structure.

Line	Function	Keys
Parts	Provides for Parts master file data transfer.
Bills of Material	Provides for Bills of Material master file data transfer.
Engineering Data	Provides for Engineering Data master file data transfer.
Work Centres	Provides for Work Centres master file data transfer.
Process Routes	Provides for Process Routes master file data transfer.
Customer Parts	Provides for Customer Parts master file data transfer.
Purchase Parts	Provides for Purchase Parts master file data transfer.
Production Plan	Provides for Production Plan and Forecast master file data transfer.
Product Serial Numbers	Provides for Product Serial Numbers master file data transfer.

Compiled in Program Version 5.10. Help data last modified 1 Nov 2001 12:38:00.00. Class mImpMfg last modified 24 Mar 2012 02:54:11.

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Data Transfer: Processing Menu

Brendan Proctor — Wed, 27 May 2020 17:00:51 +0000

Processing Menu

Reference Contents > Data Transfer > Processing Menu

This is a sub-menu of Data Transfer Menu. All functions open the Import Export Control window with the appropriate file structure.

Line	Function	Keys
Inventory Quantity	Provides for inventory quantity data transfer. Only Import during initial setup of business data.
Un-received POs	Provides for current Un-received Purchase Order data transfer. Only Import during initial setup of business data.
Un-dispatched SOs	Provides for current Un-Dispatched Sales Order data transfer. Only Import during initial setup of business data.

Compiled in Program Version 5.10. Help data last modified 1 Nov 2001 12:39:00.00. Class mImpProcess last modified 24 Mar 2012 02:54:11.

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Data Transfer: Import Export Control

Brendan Proctor — Wed, 27 May 2020 17:00:51 +0000

Import Export Control

Reference Contents > Data Transfer > Import Export Control

Introduction

The Data Transfer Utility provides tools for importing data into, and exporting data out of, a Caliach Vision data file. It is useful for setting up new installations and should not be used to supplement normal transaction processing.

Basic rules for importing should always apply:

Always import into a copy of the Caliach Vision data file. If you have not prepared the data you are importing correctly, your data file can be filled with garbled records.
Use the Export Headings button to create a column title header for your spreadsheet pre-import data. You will be asked to create a temporary file which will contain two rows which can be pasted into your data file.
Use Data Transfer — System Fields to check for the valid range of data within fields.
Care should be exercised in the formatting given to cells in the spreadsheet when preparing data. The importing process is relatively intelligent, however numeric fields are expected to be numbers only, not mixed with characters such as $, £, #, ¢. Similarly, all codes are converted into character strings, so if you have numeric codes that you want sorted numerically in Caliach Vision you must format them in the spreadsheet as characters and pack the numbers with preceding zeros, if required. Also remember that certain import format text strings are limited in length and can not contain Tabs, CRs, or line feed control characters. Return characters can only be passed into Caliach Vision if placed in the import file as a character string.
Spend time and care in checking the data before importing, it will save much time later.
Wherever possible, test the integrity of your pre-formatted data by test importing all records, then importing only a few records (use copy and paste into a temporary data file). Finally, check the quality of the results before proceeding with the bulk of the data.
After importing, check the results. Remember that part numbers and customer and suppliers codes can not be edited within Caliach Vision, and records can not be deleted if related processing has occurred.

WARNING: BoM records should not be imported more than once as component quantities in the existing records will be consolidated with those imported.

TIP: Look particularly for the upper case O and the number zero as they often get miss-typed and, if in error will cause confusing sort orders.

TIP: With Unicode, V4.0000 onwards, all character data imported is canonically normalised under under the nfc() function to ensure predictable results. This includes indexed fields, so some data relationships may not appear to to be as expected if the resulting character string is changed by this process.

Getting started

Start with preparing your new Caliach Vision data file in which importing is to take place.

In particular make sure the Company Details have been completed, including all defaults.
Set up any Index codes, Country codes and Currencies that will form part of the import source data.
Replace all carriage return characters in long text fields with a string. This will be converted to a carriage return after importing.

Now operate the File — Advanced — Data Transfer Utility menu function and select an appropriate menu from the Data Transfer hierarchical menu now on the menu bar.

ALWAYS import in the following sequence, when creating a new Caliach Vision database:

Order	Data	Dependencies
1	Standard Texts	None
2	Index and Country Codes	None
3	Customers	Must use Country and Customer Index codes and may use Standard sales texts. Address lines can be either in the form of a single multi-line field or as up to 4 individual lines.
4	Suppliers	Must use Country and Supplier Index codes and may use Standard purchase texts. Address lines can be either in the form of a single multi-line field or as up to 4 individual lines.
5	Parts	Must use Part Index codes and may use Standard sales, purchase and works texts and may also reference Suppliers.
6	Bills of Material	Must use Parts and may use Standard engineering texts. Any duplicated parent/component records will be consolidated if the System Preferences are set to disallow duplicate components. Lowest-level numbers will be re-calculated after import if the System Preference is set.
7	Engineering Data	May use Parts and may use Standard engineering texts.
8	Work Centres	None
9	Process Routes	Must use Parts and Work Centres and may also use Standard works texts.
10	Purchase Parts	Must use Parts and Suppliers.
11	Production Plan	Must use Parts.
12	Product Serial Numbers	Must use Parts and may use Customers.
13	G/L Accounts	Must have G/L report layout which can be imported from within Caliach Vision.
14	Marketing	Must have Index Codes
15	Addresses and Contacts (if not imported with master records) (See note below)	Must have Customers, Marketing and Suppliers.
16	Inventory Quantity	Must have Parts. Inventory history will be created for each non-zero part quantity.
17	Un-received POs	Must have Suppliers and Parts. PO header and line items will be produced. In addition, Parts and Supplier values are updated and Inventory history records created.
18	Un-dispatched SOs	Must have Customers and Parts. SO header and line items will be produced. In addition, Parts and Customer values are updated and Inventory history records created.
19	Sales History	Must have Customers and Parts.

NOTE: Addresses and Contacts have two additional initial columns to the data to ease the linking to master records. The first column should contain CUS, DEA, DEL or SUP to indicate whether the address is linked to a Customer, Marketing, Delivery Details or Supplier master record. The second column is the key field value for the master record, and is respectively: Customer Code, Marketing Business Name (case sensitive), Delivery Point Code and Supplier Code. This data is combined on import to create the address record link value.

File Formats

The radio buttons permit selection of the data file format used for import and export. Tab delimited is convenient. You can prepare your data in any good spreadsheet (such as Microsoft Excel) and save the file in Tab delimited format. The spreadsheet columns represent fields and the rows are records.

The window has 2 tab panes.

Import Export
Advanced Options

Import Export

Use this pane to import or export data.

Field	Description
Column List	Lists the import field columns. The column number is very significant.
Tab delimited	Standard text file with each record on a line and fields delimited by tabs.
Comma delimited	Standard text file with each record on a line and fields delimited by a comma.
Delimited by	Standard text file with each record on a line and fields delimited by a comma.
User Character	A single character that will be used to delimit fields in a one line per record text file.
One line per field	A single line per field in a text file.
Omnis data transfer	Special non-text file format that enables import and export of non text data types.
Current Record Count	Number of records in the file.
Carriage Return Replacement	The character or set of characters that will replace a Carriage Return in character fields with a max length of at least 100. Not applicable to Omnis data transfer format.
Export with search	Check this to limit the records exported. A search design dialogue will open.
Do not consolidate component quantities when already existing	When importing BoM components, normally duplicates are consolidated. Checking this will reject duplicate records when the system preference is not multiple common components.

Button	Action
Modify Search	Click to design or modify the search that can be used for exporting data.
Export Headings	Creates a two-record Header in the selected file format for the data to be transferred. Useful for preparing data for importing.
Export All Data	Export of data in the selected file format for the data to be transferred. You may be provided with a selection dialogue to restrict the records exported. A two record header is always provided.
Test Import Data	Test imports data. All validation of the data is carried out and errors will be reported. The import data can then be corrected before full import. When finished an Alert Message window will show the results. This can be printed using the button provided. You will be notified of any data incompatibility and no data will be changed in the data file.
Import Data	Full data import. Data validation will be carried out and all adjustments made to ensure the data is appropriate for the program.

Advanced Options

Select this pane for advanced options.

Field	Description
Import Code	Program code in associated routines.
Button	Action
Delete All Data In File Now	This will drop the file and all data. It may take some time. WARNING: This will destroy any data in the appropriate file(s). This must be treated with great care.
View Import Import Code	This will allow you to view the processing code used to check each imported record. NOTE: This will show the Import Code field and enables a professional to view the manipulations that are applied when data is imported.

Data Transfer: System Fields

Brendan Proctor — Wed, 27 May 2020 17:00:51 +0000

System Fields

Reference Contents > Data Transfer > System Fields

This window gives access to the data dictionary of the system. It is accessible from the File — Advanced — Data Transfer Utility menu function followed by Data Transfer — System Fields menu function.

The window contains a list of Files. A list of fields is shown on the right of the window when a file line is selected.

Field	Description
File List	List of all file classes in the program. The list shows the state of the file which can be one of the following: readwrite = data is stored in the datafile and is currently in read and write mode (usually only when in the process of updating). readonly = data is stored in the datafile and is currently in read only mode (the normal state). memory = data is only held in global memory and never stored in the datafile. closed = data is not currently not available in memory (usually used where the data slot is in a temporarily opened datafile such as the CMS system).
Field List	List of all fields (or columns) in the selected file class. The list shows all the characteristics of the fields. The Column number is significant when it comes to import and export.

Field

Description

File List

List of all file classes in the program. The list shows the state of the file which can be one of the following:

readwrite = data is stored in the datafile and is currently in read and write mode (usually only when in the process of updating).
readonly = data is stored in the datafile and is currently in read only mode (the normal state).
memory = data is only held in global memory and never stored in the datafile.
closed = data is not currently not available in memory (usually used where the data slot is in a temporarily opened datafile such as the CMS system).

Field List

List of all fields (or columns) in the selected file class. The list shows all the characteristics of the fields. The Column number is significant when it comes to import and export.

Button	Action
Print Listing for Selected	Prints a report listing fields for all files selected in the list. Right-click to change the report destination.

Data Transfer Topic Contents

Brendan Proctor — Wed, 27 May 2020 17:00:50 +0000

Data Transfer Topic Contents

Reference Contents

Most topics are related directly to functional windows, menus or toolbars. Click on the topic to view details.

Reference Contents

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Data Transfer: Businesses Menu

Brendan Proctor — Wed, 27 May 2020 17:00:50 +0000

Businesses Menu

Reference Contents > Data Transfer > Businesses Menu

This is a sub-menu of Data Transfer Menu. All functions open the Import Export Control window with the appropriate file structure.

Line	Function	Keys
Marketing	Provides for Marketing business, contacts and events master file data transfer.
Customers	Provides for Customer master file data transfer.
Suppliers	Provides for Supplier master file data transfer.
Addresses and Contacts	Provides for Address and Contact data to be added to master file data after master file data transfer. WARNING: This feature always adds addresses and contacts, it does not overwrite existing master record addresses or contacts.

Compiled in Program Version 5.10. Help data last modified 9 May 2012 09:42:00.00. Class mImpBusiness last modified 24 Mar 2012 02:54:10.

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Data Transfer: Codes Menu

Brendan Proctor — Wed, 27 May 2020 17:00:50 +0000

Codes Menu

Reference Contents > Data Transfer > Codes Menu

This is a sub-menu of Data Transfer Menu. All functions open the Import Export Control window with the appropriate file structure.

Line	Function	Keys
Country Codes	Provides for Country data transfer.
Index Codes	Provides for Index and Country Code master files data transfer.
Standard Texts	Provides for Standard Text master files data transfer.

Compiled in Program Version 5.10. Help data last modified 1 Nov 2001 12:38:00.00. Class mImpCodes last modified 24 Mar 2012 02:54:10.

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Data Transfer: History Menu

Brendan Proctor — Wed, 27 May 2020 17:00:50 +0000

History Menu

Reference Contents > Data Transfer > History Menu

This is a sub-menu of Data Transfer Menu. All functions open the Import Export Control window with the appropriate file structure.

Line	Function	Keys
Sales History	Provides for current Sales History data transfer. Only Import during initial setup of business data.

Compiled in Program Version 5.10. Help data last modified 1 Nov 2001 12:38:00.00. Class mImpHistory last modified 24 Mar 2012 02:54:10.

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Data Transfer: Ledgers Menu

Brendan Proctor — Wed, 27 May 2020 17:00:50 +0000

Ledgers Menu

Reference Contents > Data Transfer > Ledgers Menu

This is a sub-menu of Data Transfer Menu. All functions open the Import Export Control window with the appropriate file structure.

Line	Function	Keys
G/L Report Layouts	Provides for General Ledger Report Layouts master file data transfer.
G/L Accounts	Provides for General Ledger Accounts master file data transfer.

Compiled in Program Version 5.10. Help data last modified 1 Nov 2001 12:38:00.00. Class mImpLedgers last modified 24 Mar 2012 02:54:11.

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Data Transfer: – Data Transfer Menu

Brendan Proctor — Wed, 27 May 2020 17:00:50 +0000

– Data Transfer Menu

Reference Contents > Data Transfer > – Data Transfer Menu

This main menu holds a number of hierarchical menus.

Line	Function	Keys
System Fields	To review the Program Data Dictionary. Field names and relationships are required for report and custom feature design. This function opens System Fields window.
Codes	Group of code data transfer options. See also hierarchical menu Codes Menu
Businesses	Group of business data transfer options. See also hierarchical menu Businesses Menu
Manufacturing	Group of manufacturing data transfer options. See also hierarchical menu Manufacturing Menu
Ledgers	Group of ledger data transfer options. See also hierarchical menu Ledgers Menu
Processing	Group of processing data transfer options. See also hierarchical menu Processing Menu
History	Group of history data transfer options. See also hierarchical menu History Menu