ERP 2.50:Configuration Manual/Importing data

ERP 2.50:Configuration Manual

ERP 2.50:Configuration Manual/Introduction ERP 2.50:Configuration Manual/Getting started ERP 2.50:Configuration Manual/Modeling your enterprise ERP 2.50:Configuration Manual/Setting up accounting ERP 2.50:Configuration Manual/Accounting reports ERP 2.50:Configuration Manual/Setting up taxes ERP 2.50:Configuration Manual/Tax Payment ERP 2.50:Configuration Manual/Tax reporting ERP 2.50:Configuration Manual/Document types ERP 2.50:Configuration Manual/Roles and users ERP 2.50:Configuration Manual/Business partners ERP 2.50:Configuration Manual/Setting up products ERP 2.50:Configuration Manual/Pricing ERP 2.50:Configuration Manual/Importing data ERP 2.50:Configuration Manual/Procurement ERP 2.50:Configuration Manual/Warehouse management ERP 2.50:Configuration Manual/Assets ERP 2.50:Configuration Manual/Production management ERP 2.50:Configuration Manual/Material requirement (MRP) ERP 2.50:Configuration Manual/Project management ERP 2.50:Configuration Manual/Personalizing Openbravo ERP ERP 2.50:Configuration Manual/Modules Management ERP 2.50:Configuration Manual/Configuration changes that affect the Core module ERP 2.50:Configuration Manual/Appendix

Index

Contents 1 Importing data 1.1 Initial Data Load module 1.2 Importing Business Partners 1.2.1 Creating the file format 1.2.2 Importing the file to a temporary table 1.2.3 Final data import 2 Importing Products 2.1 Creating the file format 2.2 Importing the file to a temporary table 2.3 Final data import 3 Importing orders 3.1 Importing the file to a temporary table

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:

• Business Partners
• Products
• Accounts
• Orders
• Budgets
• Taxes

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

• Prepare the data you want to import. If your import data is held in a database or a particular ERP system, follow that product's documentation to export the data as a .csv file.
• Specify the file format of the data you want to import: this informs Openbravo ERP of the order of the columns and what data type is contained in each column.
• Import the .csv file to a temporary table.
• Finalize the data import.

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	Description	Suggested Data Type
AD_Client_ID	The name of the client	String
Address1	First line of the business partner address	String
Address2	Second line of the business partner address	String
AD_Org_ID	The name of the organization	String
AD_User_ID	The name of the user who created the Business Partner record	String
Birthday	The date of birth of the business partner	Date
BPContactGreeting	The greeting used for correspondence with this business partner.	String
C_BPartnerID	The name of the business partner	String
C_BPartner_LocationID	The location of the business partner	String
C_BPGroup_ID	Any grouping to which the business partner belongs	String
C_Country_ID	The country where the business partner is based	String
C_Greeting_ID	The greeting used in correspondence with this business partner	String
City	The city in which this business partner is based	String
Comments	Any comments about this business partner	String
ContactDescription	Description of the contact person for this business partner	String
ContactName	The name of the contact person for this business partner	String
CountryCode	The ISO country code for the country where the business partner is based	String
Created	The date that the business partner record was created	Date
CreatedBy	The person who created this business partner record	String
C_Region_ID	The region in which the business partner is based	String
Description	Description of the business partner	String
DUNS	The Dun and Bradstreet code for this business partner	Number
Email	The e-mail address for this business partner	String
Fax	The fax number for this business partner	String
GroupValue
I_BPartner_ID	Business partner code, if applicable	Number
I_ErrorMsg
I_IsImported
IsActive
NAICS
Name	The first name of the business partner	String
Name2	The second name of the business partner	String
Password		String
Phone	The phone number for this business partner	Number
Phone2	An alternative phone number for this business partner	Number
Postal	The postal code of the business partner	String
Postal_Add	The postal address of the business partner	String
Processed		String
Processing		String
RegionName	The region in which the business partner is based
TaxID	The tax code of the business partner	Number
Title	The title of the business partner contact person	String
Updated	Date
UpdatedBy	The user who last updated the business partner record	String
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	Description	Recommended Data Type
AD_Client_ID	The name of the client	String
AD_Org_ID	The name of the organization	String
B_Partner_Value
C_Bpartner_ID
C_Currency_ID
Classification
CostPerOrder	The cost per order value for this product	Number
Created	The date that the product record was created	Date
CreatedBy	The user who created the product record	String
C_UOM_ID	The unit of measurement used for the product	String
DeliveryTime_Promised	The promised date for the product, if applicable	Date
Description	Brief description of the product	String
DescriptionURL	Link to the product URL	String
Discontinued	Flag showing if the product has been discontinued	String
DiscontinuedBy	User who discontinued the product	String
DocumentNote
Help	Brief help text about the product
I_ErrorMsg
I_IsImported
ImageURL	Link to an image of the product	String
I_Product_ID
IsActive	Flag showing if the product is active	String
ISOCode	The ISO code of the product	Number
Manufacturer	The manufacturer of the product	String
M_Product_Category_ID
M_Product_ID	ID code for the product if applicable	Number
Name	Name of the product	String
Order_Min	Minimum order quantity	Number
Order_Pack	Number of product items in shipped pack	Number
PriceEffective	Date from which price is effective	Date
PriceList	Price list which applies to the product	String
PricePO	Price per order	Number
Processed
Processing
ProductCategory_Value
ProductType	The product type that the product belongs to	String
RoyaltyAmt	The royalty payment amount applicable to the product	Number
ShelfDepth	The shelf depth required to store the product	Number
ShelfHeight	The shelf height required to store the product	Number
ShelfWidth	The shelf width required to store the product	Number
SKU
UnitsPerPallet	The number of products that can be stored in a single pallet	Number
UPC	The UPC code for the product	Number
Updated	The date when the product record was last updated	Date
UpdatedBy	The user who last updated the product record	String
Value
VendorCategory
VendorProductNo	The product number as supplied by the product's vendor	Number
Volume	The volume of the product	Number
Weight	The weight of the product	Number

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	Description	Suggested Data Type
AD_Client_ID	The name of the client	String
Address1	The address of the customer placing the order	String
Address2	The second line of the address of the customer placing the order	String
AD_Org_ID	The name of the organization	String
AD_OrgTrx_ID
AD_User_ID	The user placing the order	String
BillTo_ID	The billing destination for the order
Billto_Upc
Bpartnerupc
BPartnerValue
C_Activity_ID
C_BPartner_ID	The business partner placing the order	String
C_BPartner_Location_ID
C_BPartner_Location_Upc
C_Campaign_ID
C_Country_ID	The country in which the order was placed	String
C_Currency_ID	The currency used to place the order	String
C_DocType_ID
City	The city where the customer placing the order is based	String
C_Location_ID	The business partner location	String
ContactName	The contact person placing the order	String
C_Order_ID	The order number	Number
C_Orderline_ID	The line number of the order	Number
CountryCode	The country code of the
C_PaymentTerm_ID	The payment term if applicable	String
C_Project_ID	The project associated with the order	String
Created	The date the order was placed	Date
CreatedBy	The user who created the order record	String
C_Region_ID
C_Tax_ID
C_UOM_ID
DateOrdered	The date the order was placed	Date
DatePromised	The promise date for the order	Date
Description	Description of the order	String
DocTypeName
DocumentNo	The order number	Number
Email	The e-mail address of the contact placing the order	String
I_errormsg
I_IsImported
I_OrderID
IsActive	Flag to state whether the order is active or not	String
IsSOTrx
LineDescription	Description of the line item	String
M_PriceList_ID	Pricelist which applies to the order	String
M_Product_ID
M_Shipper_ID	The
M_Warehouse_ID	The warehouse where stock for the order is stored	String
Name
OrderReferenceno	The order number	Number
Paymentamount1	Payment due on the order	Number
Paymentamount2
Paymentrule1
Paymentrule2
PaymentTermValue
Perform_Post
Phone
Postal	Postal code to which the order will be shipped	String
PriceActual
Processed	Flag stating whether the order has been processed	String
Processing
ProductValue
QtyOrdered	The number of items ordered	Number
RegionName
SalesRep_ID
SKU
TaxAmt	The amount of tax payable on the order	Number
TaxIndicator
UPC	The UPC code for the ordered item	String
Updated	The date that the order was updated	Date
UpdatedBy	The user that updated the order	String
Vendor_Upc	The vendor's UPC code	String

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.