View source | Discuss this page | Page history | Printable version   
Toolbox
Main Page
Upload file
What links here
Recent changes
Help

PDF Books
Show collection (0 pages)
Collections help

Search

ERP 2.50:Configuration Manual/Importing data

ERP 2.50:Configuration Manual

Index

Contents

Importing data

If you have large quantities of data, for example extensive product or customer lists, the most efficient way to add them to Openbravo ERP is to import the data using the Import Data process.

You can import the following data:

The general process for importing data consists of the following steps:

Initial Data Load module

To easily import data into a fresh installation of Openbravo ERP you can also use the Openbravo commercial module Initial Data Load. This module is available in the Central Module repository under the Openbravo Commercial License and has been designed with the objective of speeding up the implementation of Openbravo ERP facilitating the process of initial data load needed to go in production.

Importing Business Partners

To import a list of business partners you will need to manually configure the file format so that Openbravo ERP is able to pick up the data from your .csv file of customers correctly. You can select the following columns for import:

Column name DescriptionSuggested Data Type
AD_Client_IDThe name of the clientString
Address1First line of the business partner addressString
Address2Second line of the business partner addressString
AD_Org_IDThe name of the organizationString
AD_User_IDThe name of the user who created the Business Partner recordString
BirthdayThe date of birth of the business partnerDate
BPContactGreetingThe greeting used for correspondence with this business partner.String
C_BPartnerIDThe name of the business partnerString
C_BPartner_LocationIDThe location of the business partnerString
C_BPGroup_IDAny grouping to which the business partner belongsString
C_Country_IDThe country where the business partner is basedString
C_Greeting_IDThe greeting used in correspondence with this business partnerString
CityThe city in which this business partner is basedString
CommentsAny comments about this business partnerString
ContactDescriptionDescription of the contact person for this business partnerString
ContactNameThe name of the contact person for this business partnerString
CountryCodeThe ISO country code for the country where the business partner is basedString
CreatedThe date that the business partner record was createdDate
CreatedByThe person who created this business partner recordString
C_Region_IDThe region in which the business partner is basedString
DescriptionDescription of the business partnerString
DUNSThe Dun and Bradstreet code for this business partnerNumber
EmailThe e-mail address for this business partnerString
FaxThe fax number for this business partnerString
GroupValue
I_BPartner_IDBusiness partner code, if applicableNumber
I_ErrorMsg
I_IsImported
IsActive
NAICS
NameThe first name of the business partnerString
Name2The second name of the business partnerString
PasswordString
PhoneThe phone number for this business partnerNumber
Phone2An alternative phone number for this business partnerNumber
PostalThe postal code of the business partnerString
Postal_AddThe postal address of the business partnerString
Processed String
Processing String
RegionNameThe region in which the business partner is based
TaxIDThe tax code of the business partnerNumber
TitleThe title of the business partner contact personString
UpdatedDate
UpdatedByThe user who last updated the business partner recordString
Value


Creating the file format

  1. Log into Openbravo ERP with a client admin role.
  2. From the Application menu, select Master Data Management > Import Data > Import Loader Format.
  3. Click New.
  4. In the Name field, type Business Partner.
  5. From the Table list, select I_BPartner.
  6. From the Format list, select Comma Separated.
  7. Click Save.
  8. Select the Field Format tab.
  9. Click New.
  10. in the Name field, type the name of the first column of your data, for example Business Partner Name.
  11. From the Column list, select the column which matches the first column of your data. So if the first column was Business Partner Name you would select the column Name.
  12. From the Data type list, select the data type appropriate for your column. You can choose from:
    • Constant
    • Date
    • Number
    • String
  13. Click Save.
  14. Repeat this process for each column in the .csv file you want to import.

Importing the file to a temporary table

  1. Log into Openbravo ERP using the client admin account.
  2. From the Application menu, select Master Data Management > Import Data > Import File Loader.
  3. In the File box, type the name of your .csv file to be imported, or use the Browse button to navigate to it.
  4. From the Format File list, select Business Partner.
  5. If the .csv file has a header for the first row, select the Header first line checkbox. If the .csv file contains only data, clear the checkbox.
  6. Click OK to preview the import of the file.
  7. If you are happy with your data, click Process to import the data into temporary tables.

Final data import

  1. Log into Openbravo ERP with the client admin role.
  2. From the Application menu, select Master Data Management > Import Data > Import Business Partner.
  3. Click New.
  4. Click Import Business Partners. The business partner data is imported from the temporary tables into permanent tables.


Importing Products

To import a list of products you need to manually configure the file format so that Openbravo ERP is able to pick up the data from your .csv file of products correctly. You can select the following columns for import:

Column name DescriptionRecommended Data Type
AD_Client_IDThe name of the clientString
AD_Org_IDThe name of the organizationString
B_Partner_Value
C_Bpartner_ID
C_Currency_ID
Classification
CostPerOrderThe cost per order value for this productNumber
CreatedThe date that the product record was createdDate
CreatedByThe user who created the product recordString
C_UOM_IDThe unit of measurement used for the productString
DeliveryTime_PromisedThe promised date for the product, if applicableDate
DescriptionBrief description of the productString
DescriptionURLLink to the product URLString
DiscontinuedFlag showing if the product has been discontinuedString
DiscontinuedByUser who discontinued the productString
DocumentNote
HelpBrief help text about the product
I_ErrorMsg
I_IsImported
ImageURLLink to an image of the productString
I_Product_ID
IsActiveFlag showing if the product is activeString
ISOCodeThe ISO code of the productNumber
ManufacturerThe manufacturer of the productString
M_Product_Category_ID
M_Product_IDID code for the product if applicableNumber
NameName of the productString
Order_MinMinimum order quantityNumber
Order_PackNumber of product items in shipped packNumber
PriceEffectiveDate from which price is effectiveDate
PriceListPrice list which applies to the productString
PricePOPrice per orderNumber
Processed
Processing
ProductCategory_Value
ProductTypeThe product type that the product belongs toString
RoyaltyAmtThe royalty payment amount applicable to the productNumber
ShelfDepthThe shelf depth required to store the productNumber
ShelfHeightThe shelf height required to store the productNumber
ShelfWidthThe shelf width required to store the productNumber
SKU
UnitsPerPalletThe number of products that can be stored in a single palletNumber
UPCThe UPC code for the productNumber
UpdatedThe date when the product record was last updatedDate
UpdatedByThe user who last updated the product recordString
Value
VendorCategory
VendorProductNoThe product number as supplied by the product's vendorNumber
VolumeThe volume of the productNumber
WeightThe weight of the productNumber

Creating the file format

  1. Log into Openbravo ERP with a client admin role.
  2. From the Application menu, select Master Data Management > Import Data > Import Loader Format.
  3. Click New.
  4. In the Name field, type Product.
  5. From the Table list, select I_Product.
  6. From the Format list, select Comma Separated.
  7. Click Save.
  8. Select the Field Format tab.
  9. Click New.
  10. in the Name field, type the name of the first column of your data, for example Business Partner Name.
  11. From the Column list, select the column which matches the first column of your data. So if the first column was Product Name you would select the column Name.
  12. From the Data type list, select the data type appropriate for your column. You can choose from:
    • Constant
    • Date
    • Number
    • String
  13. Click Save.
  14. Repeat this process for each column in the .csv file you want to import.

Importing the file to a temporary table

  1. Log into Openbravo ERP using the client admin account.
  2. From the Application menu, select Master Data Management > Import Data > Import File Loader.
  3. In the File box, type the name of your .csv file to be imported, or use the Browse button to navigate to it.
  4. From the Format File list, select Product
  5. If the .csv file has a header for the first row, select the Header first line checkbox. If the .csv file contains only data, clear the checkbox.
  6. Click OK to preview the import of the file.
  7. If you are happy with your data, click Process to import the data into temporary tables.

Final data import

  1. Log into Openbravo ERP with the client admin role.
  2. From the Application menu, select Master Data Management > Import Data > Import Products.
  3. Click New.
  4. Click Import Products. The product data is imported from the temporary tables into permanent tables.


Importing orders

To import a list of orders you need to manually configure the file format so that Openbravo ERP is able to pick up the data from your .csv file of orders correctly. You can select the following columns for import:

Column name DescriptionSuggested Data Type
AD_Client_IDThe name of the clientString
Address1The address of the customer placing the orderString
Address2The second line of the address of the customer placing the orderString
AD_Org_IDThe name of the organizationString
AD_OrgTrx_ID
AD_User_IDThe user placing the orderString
BillTo_IDThe billing destination for the order
Billto_Upc
Bpartnerupc
BPartnerValue
C_Activity_ID
C_BPartner_IDThe business partner placing the orderString
C_BPartner_Location_ID
C_BPartner_Location_Upc
C_Campaign_ID
C_Country_IDThe country in which the order was placedString
C_Currency_IDThe currency used to place the orderString
C_DocType_ID
CityThe city where the customer placing the order is basedString
C_Location_IDThe business partner locationString
ContactNameThe contact person placing the orderString
C_Order_IDThe order numberNumber
C_Orderline_IDThe line number of the orderNumber
CountryCodeThe country code of the
C_PaymentTerm_IDThe payment term if applicableString
C_Project_IDThe project associated with the orderString
CreatedThe date the order was placedDate
CreatedByThe user who created the order recordString
C_Region_ID
C_Tax_ID
C_UOM_ID
DateOrderedThe date the order was placedDate
DatePromisedThe promise date for the orderDate
DescriptionDescription of the orderString
DocTypeName
DocumentNoThe order numberNumber
EmailThe e-mail address of the contact placing the orderString
I_errormsg
I_IsImported
I_OrderID
IsActiveFlag to state whether the order is active or notString
IsSOTrx
LineDescriptionDescription of the line itemString
M_PriceList_IDPricelist which applies to the orderString
M_Product_ID
M_Shipper_IDThe
M_Warehouse_IDThe warehouse where stock for the order is storedString
Name
OrderReferencenoThe order numberNumber
Paymentamount1Payment due on the orderNumber
Paymentamount2
Paymentrule1
Paymentrule2
PaymentTermValue
Perform_Post
Phone
PostalPostal code to which the order will be shippedString
PriceActual
ProcessedFlag stating whether the order has been processedString
Processing
ProductValue
QtyOrderedThe number of items orderedNumber
RegionName
SalesRep_ID
SKU
TaxAmtThe amount of tax payable on the orderNumber
TaxIndicator
UPCThe UPC code for the ordered itemString
UpdatedThe date that the order was updatedDate
UpdatedByThe user that updated the orderString
Vendor_UpcThe vendor's UPC codeString
  1. Log into Openbravo ERP with a client admin role.
  2. From the Application menu, select Master Data Management > Import Data > Import Loader Format.
  3. Click New.
  4. In the Name field, type Orders.
  5. From the Table list, select I_Order.
  6. From the Format list, select Comma Separated.
  7. Click Save.
  8. Select the Field Format tab.
  9. Click New.
  10. in the Name field, type the name of the first column of your data, for example Business Partner Name.
  11. From the Column list, select the column which matches the first column of your data. So if the first column was Product Name you would select the column Name.
  12. From the Data type list, select the data type appropriate for your column. You can choose from:
    • Constant
    • Date
    • Number
    • String
  13. Click Save.
  14. Repeat this process for each column in the .csv file you want to import.

Importing the file to a temporary table

  1. Log into Openbravo ERP using the client admin account.
  2. From the Application menu, select Master Data Management > Import Data > Import File Loader.
  3. In the File box, type the name of your .csv file to be imported, or use the Browse button to navigate to it.
  4. From the Format File list, select Orders.
  5. If the .csv file has a header for the first row, select the Header first line checkbox. If the .csv file contains only data, clear the checkbox.
  6. Click OK to preview the import of the file.
  7. If you are happy with your data, click Process to import the data into temporary tables.


Retrieved from "http://wiki.openbravo.com/wiki/ERP_2.50:Configuration_Manual/Importing_data"

This page has been accessed 21,425 times. This page was last modified on 14 June 2011, at 11:03. Content is available under Creative Commons Attribution-ShareAlike 2.5 Spain License.