[EN] - Commissioning - Import/Export
Version
Minimal version : Acuity Administration WebAdmin1.2.0-50
Context
In order to have an easy way to enter commissioning data in Acuity administration, a new feature has been added to import or export an xls commissioning file.
This new feature is accessible by clicking on Import/Export icon (yellow on picture).
If customer doesn’t exist in the database:
Customer is added
Imported components related to this customer are added
If customer already exists in the database:
Imported components related to this customer are updated
If customer exists in the database and is no more present in the import file
Customer is not deleted in the database
Excel File Template
The file to be imported must comply with the following template :
Export
Export commissioning data :
Select the components to be exported
Click on “Export” button.
This will download an excel file with the data of the selected components. The file name is made up with the name of the organization and the date when the file was generated.
Export commissioning template :
Click on “Export commissioning template” button.
This will download the current version of the commissioning template file.
Import
Choose a commissioning file to import.
Select which components need to be imported by clicking on one or several tabs (Product categories, Products, Sites, Delivery day, Stock)
Enable/Disable the simulation mode
Click on import button
For each imported component, a report is generated :
The report contains :
Summary :
NB of lines updated OK
NB of lines updated KO
NB of parsing errors
NB of loading errors
Errors details :
Missing values : Excel line + description
Unicity constraints : Excel line + description
Rejected lines :
Excel line + description
In simulation mode enabled, the data will not be saved in database.
The simulation mode is useful when the user needs to validate the data commissioning :
Checks on Required constraints values
Checks on Unicity constraints values
Checks on Business Logic constraints
If simulation mode is not activated, data will be saved in database.
Limitations
Following components are not imported:
Zones
Users
Taxes
Invoicing Policies
Wearers
Parent category