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I see that I can export my vendor list from quick books to excel. Can I import that excel file into SL?
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Hi Cody
Yes you could easily import the vendor information from quick books - excel sheet to SL Vendor Maintenance screen.
You can take a sample Vendor Maintenance screen control file for your reference purpose. I has been generated in SL 2011 FP1. If you are using the different SL version then generate the SL control file easily using the Control Macro Generator screen under the Administrator module.
There you can select / enter the screen name as 0327000(Vendor Maintenance screen) and specify the file type as Intelligent / Simple then the control file destination location. Then click the OK button to generate the
control file.
After that form the data based on the generated control file and import the data in to SL using Transaction Import screen under the Administrator Module.
Note : Here the Vendor Class ID is the Most important column. So specify the available Vendor Class ID for each record.
drive.google.com/.../edit
Thanks
Thank you for responding. I'm going to try your instructions.
Sure.. Please check it and let me know your feedback towards this.
I have navigated the system but can't find the transaction import screen. My company is still in the early phases of the SL implementation and perhaps our consultant hasn't enabled that feature. It's not terribly important right now, I was just playing with the system trying to learn it.
Thanks though.
Instead of Transaction Import, you can load your vendor details through SQL injection
Please follow the below steps
1) Form the CSV file with the following fields
VendId, Name, ClassID, Attn, Salut,Addr1,Addr2,City,Country,State,Phone,EMailAddr,Fax,Zip,RemitName,RemitAttn,RemitSalut,RemitAddr1,RemitAddr2,RemitCity,RemitCountry, RemitState,RemitPhone, RemitFax,RemitZip
2) Download the LOAD_VENDOR.SQL file using the below Link
3) Execute the downloaded SQL file in your Solomon application database
4) Execute the vendor loading procedure with CSV file path.
Ex:
LOAD_VENDOR 'D:\Test\Sample.CSV'
You can download the sample CSV file here
Have you checked the above SQL injection method?
Is this resolve your needs ? Just want to know
Can you explain item 3 in more detail? How do I execute the file? Do I have to have certain permissions to do this?
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