Analytics Upload

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Use this system script to import sales history from an ASCII file, such as .csv or .txt. This script comes in handy especially when you must import a large number of sales.

The required import file format is:

• Stock Item Code
• Customer Code
• Sales Person Code
• Branch Code
• Posting date (dd/mm/yyyy format)
• Quantity
• Value
• Cost

Source Path

Enter or navigate to the source file. All files of type Source File Mask in the Source Path are imported.

Source File Mask

Enter the type of ASCII file to be imported — for example: *.csv or *.txt.

Note: All files of the entered source file mask in the source path is imported.

When Stock Item Invalid

Select the action to be taken if the imported stock item is not a valid stock item within Greentree Desktop Inventory:

• Do not load record: The record is not imported and written to the .log file. The .log file's name is the same as the import file — for example: import of Scmanal.csv creates a Scmanal.log file.
• Substitute this Stock Item: Select the inventory item from the list with which the invalid stock item should be replaced.

When Customer is Invalid

Select the action to be taken if the imported customer is not a valid customer within Accounts Receivable. You have the these options:

• Do not load record: The record is not imported and written to the .log file. The .log file's name is the same as the import file — for example: import of Scmanal.csv creates the file Scmanal.log.
• Substitute this Customer: Select the customer code with which the invalid customer code should be replaced from the list .

When Salesman is Invalid

Select the action to be taken if the imported salesperson is not a valid salesperson within Accounts Receivable. You have these options:

• Do not load record: The record is not imported and written to the .log file. The name of the .log file is the same as the import file — for example, importing the file Scmanal.csv creates the file Scmanal.log.
• Substitute the Salesperson: Select the Salesperson from the list with which the invalid Salesperson should be replaced.

When Branch is Invalid

Select the action to be taken if the imported branch is not a valid branch.

• Do not load record: The record is not imported and written to the .log file. The name of the .log file is the same as the import file — for example, importing the file Scmanal.csv creates the file Scmanal.log.
• Substitute the Branch: Select the branch from the list with which the invalid branch should be replaced.

Process

Click the Process button to start the import. The Source File Mask files in the source path are imported into Sales Analysis. The script verifies whether or not the sales line exists. If it does exist, the sales line updates with the import detail.

If it does not exist, then a new Sales Analysis line is created. The form updates with the number of files processed, and the files that generated errors. If the import generates errors, Greentree Desktop creates a log file in the source path and contains the detail of the import lines in error.

Cancel

Click the Cancel button to close the Analytics Upload form without performing the import.

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