Importing new data or doing a mass change

system · April 3, 2006, 10:07am

Kelly asks:

> Did you write the script from scratch with the commands provided? Or, is
> there a way to record your actions in Vantage and have the script
> 'automatically' get created?

I did a little of both. I recorded certain sections and then pieced together
the macros by calling them from a single macro. I had to play with the timing
a bit. (Recording actually puts in a Wait command equal to the time it took
for you to skip to the next field.) For example, you have to give a little
extra time for fields that are drop down lists, like part class. There is a
WaitWindows function that I haven't tried to incorporate that may work as a
trigger for the next input field.

Mark W.

system · March 29, 2006, 2:37pm

Does anyone know of a way to import large amount of new data and add
it to a table or do a mass change to data in a table in Vantage 8.0?
For example, I have 19,000 parts I want to add to the Part table. Do
I have to manually type all 19,000 parts into the system or can I
import them somehow? What kind of tools would we need to import data
if possible?

Thanks in advance!
Kelly Potratz

system · March 29, 2006, 2:53pm

Kelly,

There is a BOM Import Utility. It will create part table records for
any component in the BOM. You could create a fake BOM with 19000
components.
Be sure to try this in a test database first.

In help take a look at "Engineering Workbench - Get From Import".

Hope this helps,

Dale E. Schuerman
Senior Consultant
RAM Software Systems, Inc.
972-669-0763 x233 (voice)
972-669-9603 (fax)
mailto:dale.schuerman@... (email)
http://www.ramsys.com (website)

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of kpotratz_05
Sent: Wednesday, March 29, 2006 1:38 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Importing new data or doing a mass change

Does anyone know of a way to import large amount of new data and add
it to a table or do a mass change to data in a table in Vantage 8.0?
For example, I have 19,000 parts I want to add to the Part table. Do
I have to manually type all 19,000 parts into the system or can I
import them somehow? What kind of tools would we need to import data
if possible?

Thanks in advance!
Kelly Potratz

########################################################################
Attention:
This email message is privileged and confidential. If you are not the
intended recipient please delete the message and notify the sender.
Any views or opinions presented are solely those of the author.

This email message has been scanned for Viruses and Content and cleared
by MailMarshal SMTP

For more information go to http://www.ramsys.com
########################################################################

system · March 29, 2006, 3:21pm

I thought version 8 had the ability to import from an excel sheet into
the table. Just had to make sure that the fields were lined up
correctly to the way they were set up on the screen (or something like
that).

Please tell me if I'm wrong?!?!?!?

M. Manasa Reddy
ERP Systems Specialist
Crestview Aerospace Corporation
Email: mmreddy@...
Phone: (850) 682-2746 x 272

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of kpotratz_05
Sent: Wednesday, March 29, 2006 1:38 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Importing new data or doing a mass change

Does anyone know of a way to import large amount of new data and add
it to a table or do a mass change to data in a table in Vantage 8.0?
For example, I have 19,000 parts I want to add to the Part table. Do
I have to manually type all 19,000 parts into the system or can I
import them somehow? What kind of tools would we need to import data
if possible?

Thanks in advance!
Kelly Potratz

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links

________________________________

YAHOO! GROUPS LINKS

* Visit your group "vantage
<http://groups.yahoo.com/group/vantage> " on the web.

* To unsubscribe from this group, send an email to:
vantage-unsubscribe@yahoogroups.com
<mailto:vantage-unsubscribe@yahoogroups.com?subject=Unsubscribe>

* Your use of Yahoo! Groups is subject to the Yahoo! Terms of
Service <http://docs.yahoo.com/info/terms/> .

________________________________

[Non-text portions of this message have been removed]

system · March 29, 2006, 3:38pm

It does. We tried using that functionality a couple of times during implementation, but it never worked correctly. In some cases, we would receveive errors and the data would never import. Those errors were to be fixed in upcoming versions, I am sure they are fixed by now. In other cases, the data we needed to import had multiple levels, and the import functionality only took care of the highest level. We would have had to have gone back and entered all of the related information manually. It isn't available for everything, just some areas.

Kelly

Manasa Reddy <mmreddy@...> wrote:
I thought version 8 had the ability to import from an excel sheet into
the table. Just had to make sure that the fields were lined up
correctly to the way they were set up on the screen (or something like
that).

Please tell me if I'm wrong?!?!?!?

M. Manasa Reddy
ERP Systems Specialist
Crestview Aerospace Corporation
Email: mmreddy@...
Phone: (850) 682-2746 x 272

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of kpotratz_05
Sent: Wednesday, March 29, 2006 1:38 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Importing new data or doing a mass change

Does anyone know of a way to import large amount of new data and add
it to a table or do a mass change to data in a table in Vantage 8.0?
For example, I have 19,000 parts I want to add to the Part table. Do
I have to manually type all 19,000 parts into the system or can I
import them somehow? What kind of tools would we need to import data
if possible?

Thanks in advance!
Kelly Potratz

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links

________________________________

YAHOO! GROUPS LINKS

* Visit your group "vantage
<http://groups.yahoo.com/group/vantage> " on the web.

* To unsubscribe from this group, send an email to:
vantage-unsubscribe@yahoogroups.com
<mailto:vantage-unsubscribe@yahoogroups.com?subject=Unsubscribe>

* Your use of Yahoo! Groups is subject to the Yahoo! Terms of
Service <http://docs.yahoo.com/info/terms/> .

________________________________

[Non-text portions of this message have been removed]

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal Reports and other 'goodies', please goto: http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto: http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto: http://groups.yahoo.com/group/vantage/links

SPONSORED LINKS
Manufacturing software Membership database software Database mortgage software Pda database software Database management software Database marketing software

---------------------------------
YAHOO! GROUPS LINKS

Visit your group "vantage" on the web.

To unsubscribe from this group, send an email to:
vantage-unsubscribe@yahoogroups.com

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service.

---------------------------------

---------------------------------
New Yahoo! Messenger with Voice. Call regular phones from your PC and save big.

[Non-text portions of this message have been removed]

system · March 30, 2006, 10:01am

I figured it would be more epicor smoke and mirrors!

Innovative Office Products, Inc.
Frank Zeigafuse
General Manager
610-559-6369
fzeigafuse@...

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Kelly Potratz
Sent: Wednesday, March 29, 2006 3:38 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Importing new data or doing a mass change

It does. We tried using that functionality a couple of times during
implementation, but it never worked correctly. In some cases, we would
receveive errors and the data would never import. Those errors were to
be fixed in upcoming versions, I am sure they are fixed by now. In
other cases, the data we needed to import had multiple levels, and the
import functionality only took care of the highest level. We would have
had to have gone back and entered all of the related information
manually. It isn't available for everything, just some areas.

Kelly

Manasa Reddy <mmreddy@...> wrote:
I thought version 8 had the ability to import from an excel sheet into
the table. Just had to make sure that the fields were lined up
correctly to the way they were set up on the screen (or something like
that).

Please tell me if I'm wrong?!?!?!?

M. Manasa Reddy
ERP Systems Specialist
Crestview Aerospace Corporation
Email: mmreddy@...
Phone: (850) 682-2746 x 272

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of kpotratz_05
Sent: Wednesday, March 29, 2006 1:38 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Importing new data or doing a mass change

Does anyone know of a way to import large amount of new data and add
it to a table or do a mass change to data in a table in Vantage 8.0?
For example, I have 19,000 parts I want to add to the Part table. Do
I have to manually type all 19,000 parts into the system or can I
import them somehow? What kind of tools would we need to import data
if possible?

Thanks in advance!
Kelly Potratz

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links

________________________________

YAHOO! GROUPS LINKS

* Visit your group "vantage
<http://groups.yahoo.com/group/vantage> " on the web.

* To unsubscribe from this group, send an email to:
vantage-unsubscribe@yahoogroups.com
<mailto:vantage-unsubscribe@yahoogroups.com?subject=Unsubscribe>

* Your use of Yahoo! Groups is subject to the Yahoo! Terms of
Service <http://docs.yahoo.com/info/terms/> .

________________________________

[Non-text portions of this message have been removed]

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links

SPONSORED LINKS
Manufacturing software Membership database software Database
mortgage software Pda database software Database management
software Database marketing software

---------------------------------
YAHOO! GROUPS LINKS

Visit your group "vantage" on the web.

To unsubscribe from this group, send an email to:
vantage-unsubscribe@yahoogroups.com

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service.

---------------------------------

---------------------------------
New Yahoo! Messenger with Voice. Call regular phones from your PC and
save big.

[Non-text portions of this message have been removed]

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
Yahoo! Groups Links

system · March 30, 2006, 10:11am

We use "Paste Insert" and "Paste Update" all the time throughout the
applications. In some places, it works better than other places (i.e. in
some places, you're better off selecting a smaller number of items to
update/insert from your spreadsheet -- grab tens of rows, vs. hundreds
of rows, etc.)

The general method we use is:

1) Go to a List view that has one or two items already there.
2) "Copy All" from the list view and paste these items into a new Excel
spreadsheet. This is your "template."
3) Add your new rows to this spreadsheet, modeling the new rows off of
the "sample"/"template" rows you created in 2) above. (If you're "Paste
Updating," modify the existing rows as appropriate.)
4) Copy the new/updated rows from the spreadsheet and get back to the
list view in V8.
5) Right-click to select "Paste Update" or "Paste Insert" as
appropriate.

This has been a really great time-saver for us. Again, it's not perfect,
but it DOES work and work well in those places where you can get a list
view of the items you're trying to insert or update. Unfortunately, I do
not think that a list view exists for Parts -- We use ServiceConnect to
get parts in/bulk update parts.

John

| -----Original Message-----
| From: vantage@yahoogroups.com
| [mailto:vantage@yahoogroups.com] On Behalf Of Frank Zeigafuse
| Sent: Thursday, March 30, 2006 7:01 AM
| To: vantage@yahoogroups.com
| Subject: RE: [Vantage] Importing new data or doing a mass change
|
| I figured it would be more epicor smoke and mirrors!
|
| Innovative Office Products, Inc.
| Frank Zeigafuse
| General Manager
| 610-559-6369
| fzeigafuse@...
|
|
| -----Original Message-----
| From: vantage@yahoogroups.com
| [mailto:vantage@yahoogroups.com] On Behalf
| Of Kelly Potratz
| Sent: Wednesday, March 29, 2006 3:38 PM
| To: vantage@yahoogroups.com
| Subject: RE: [Vantage] Importing new data or doing a mass change
|
|
| It does. We tried using that functionality a couple of times during
| implementation, but it never worked correctly. In some
| cases, we would
| receveive errors and the data would never import. Those
| errors were to
| be fixed in upcoming versions, I am sure they are fixed by now. In
| other cases, the data we needed to import had multiple levels, and the
| import functionality only took care of the highest level. We
| would have
| had to have gone back and entered all of the related information
| manually. It isn't available for everything, just some areas.
|
| Kelly
|
| Manasa Reddy <mmreddy@...> wrote:
| I thought version 8 had the ability to import from an excel
| sheet into
| the table. Just had to make sure that the fields were lined up
| correctly to the way they were set up on the screen (or something like
| that).
|
| Please tell me if I'm wrong?!?!?!?
|
| M. Manasa Reddy
| ERP Systems Specialist
| Crestview Aerospace Corporation
| Email: mmreddy@...
| Phone: (850) 682-2746 x 272
|
|
|
| ________________________________
|
| From: vantage@yahoogroups.com
| [mailto:vantage@yahoogroups.com] On Behalf
| Of kpotratz_05
| Sent: Wednesday, March 29, 2006 1:38 PM
| To: vantage@yahoogroups.com
| Subject: [Vantage] Importing new data or doing a mass change
|
|
| Does anyone know of a way to import large amount of new data and add
| it to a table or do a mass change to data in a table in Vantage 8.0?
| For example, I have 19,000 parts I want to add to the Part table. Do
| I have to manually type all 19,000 parts into the system or can I
| import them somehow? What kind of tools would we need to import data
| if possible?
|
| Thanks in advance!
| Kelly Potratz
|
|
|
|
|
| Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
| have already linked your email address to a yahoo id to
| enable access. )
| (1) To access the Files Section of our Yahoo!Group for Report Builder
| and Crystal Reports and other 'goodies', please goto:
| http://groups.yahoo.com/group/vantage/files/.
| (2) To search through old msg's goto:
| http://groups.yahoo.com/group/vantage/messages
| (3) To view links to Vendors that provide Vantage services goto:
| http://groups.yahoo.com/group/vantage/links
|
|
|
| ________________________________
|
| YAHOO! GROUPS LINKS
|
|
|
| * Visit your group "vantage
| <http://groups.yahoo.com/group/vantage> " on the web.
|
| * To unsubscribe from this group, send an email to:
| vantage-unsubscribe@yahoogroups.com
| <mailto:vantage-unsubscribe@yahoogroups.com?subject=Unsubscribe>
|
| * Your use of Yahoo! Groups is subject to the Yahoo! Terms of
| Service <http://docs.yahoo.com/info/terms/> .
|
|
| ________________________________
|
|
|
|
| [Non-text portions of this message have been removed]
|
|
|
| Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
| have already linked your email address to a yahoo id to
| enable access. )
| (1) To access the Files Section of our Yahoo!Group for Report Builder
| and Crystal Reports and other 'goodies', please goto:
| http://groups.yahoo.com/group/vantage/files/.
| (2) To search through old msg's goto:
| http://groups.yahoo.com/group/vantage/messages
| (3) To view links to Vendors that provide Vantage services goto:
| http://groups.yahoo.com/group/vantage/links
|
|
|
| SPONSORED LINKS
| Manufacturing software Membership database software
| Database
| mortgage software Pda database software Database management
| software Database marketing software
|
| ---------------------------------
| YAHOO! GROUPS LINKS
|
|
| Visit your group "vantage" on the web.
|
| To unsubscribe from this group, send an email to:
| vantage-unsubscribe@yahoogroups.com
|
| Your use of Yahoo! Groups is subject to the Yahoo! Terms
| of Service.
|
|
|
| ---------------------------------
|
|
|
|
|
| ---------------------------------
| New Yahoo! Messenger with Voice. Call regular phones from your PC and
| save big.
|
| [Non-text portions of this message have been removed]
|
|
|
| Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
| have already linked your email address to a yahoo id to
| enable access. )
| (1) To access the Files Section of our Yahoo!Group for Report Builder
| and Crystal Reports and other 'goodies', please goto:
| http://groups.yahoo.com/group/vantage/files/.
| (2) To search through old msg's goto:
| http://groups.yahoo.com/group/vantage/messages
| (3) To view links to Vendors that provide Vantage services goto:
| http://groups.yahoo.com/group/vantage/links
| Yahoo! Groups Links
|
|
|
|
|
|
|
|
|
| Useful links for the Yahoo!Groups Vantage Board are: ( Note:
| You must have already linked your email address to a yahoo id
| to enable access. )
| (1) To access the Files Section of our Yahoo!Group for Report
| Builder and Crystal Reports and other 'goodies', please goto:
| http://groups.yahoo.com/group/vantage/files/.
| (2) To search through old msg's goto:
| http://groups.yahoo.com/group/vantage/messages
| (3) To view links to Vendors that provide Vantage services
| goto: http://groups.yahoo.com/group/vantage/links
| Yahoo! Groups Links
|
|
|
|
|
|
|

system · March 30, 2006, 11:27am

Say for instance I wanted to paste in Customers. Where would I go to
see this list view. I was Checkin in the Customer Setup, and in
Tracker. I did not see it.

--- In vantage@yahoogroups.com, "John Sykes" <john.sykes@...> wrote:
>
> We use "Paste Insert" and "Paste Update" all the time throughout the
> applications. In some places, it works better than other places
(i.e. in
> some places, you're better off selecting a smaller number of items
to
> update/insert from your spreadsheet -- grab tens of rows, vs.
hundreds
> of rows, etc.)
>
> The general method we use is:
>
> 1) Go to a List view that has one or two items already there.
> 2) "Copy All" from the list view and paste these items into a new
Excel
> spreadsheet. This is your "template."
> 3) Add your new rows to this spreadsheet, modeling the new rows off
of
> the "sample"/"template" rows you created in 2) above. (If
you're "Paste
> Updating," modify the existing rows as appropriate.)
> 4) Copy the new/updated rows from the spreadsheet and get back to
the
> list view in V8.
> 5) Right-click to select "Paste Update" or "Paste Insert" as
> appropriate.
>
> This has been a really great time-saver for us. Again, it's not
perfect,
> but it DOES work and work well in those places where you can get a
list
> view of the items you're trying to insert or update. Unfortunately,
I do
> not think that a list view exists for Parts -- We use
ServiceConnect to
> get parts in/bulk update parts.
>
> John
>
> | -----Original Message-----
> | From: vantage@yahoogroups.com
> | [mailto:vantage@yahoogroups.com] On Behalf Of Frank Zeigafuse
> | Sent: Thursday, March 30, 2006 7:01 AM
> | To: vantage@yahoogroups.com
> | Subject: RE: [Vantage] Importing new data or doing a mass change
> |
> | I figured it would be more epicor smoke and mirrors!
> |
> | Innovative Office Products, Inc.
> | Frank Zeigafuse
> | General Manager
> | 610-559-6369
> | fzeigafuse@...
> |
> |
> | -----Original Message-----
> | From: vantage@yahoogroups.com
> | [mailto:vantage@yahoogroups.com] On Behalf
> | Of Kelly Potratz
> | Sent: Wednesday, March 29, 2006 3:38 PM
> | To: vantage@yahoogroups.com
> | Subject: RE: [Vantage] Importing new data or doing a mass change
> |
> |
> | It does. We tried using that functionality a couple of times
during
> | implementation, but it never worked correctly. In some
> | cases, we would
> | receveive errors and the data would never import. Those
> | errors were to
> | be fixed in upcoming versions, I am sure they are fixed by now.
In
> | other cases, the data we needed to import had multiple levels,
and the
> | import functionality only took care of the highest level. We
> | would have
> | had to have gone back and entered all of the related information
> | manually. It isn't available for everything, just some areas.
> |
> | Kelly
> |
> | Manasa Reddy <mmreddy@...> wrote:
> | I thought version 8 had the ability to import from an excel
> | sheet into
> | the table. Just had to make sure that the fields were lined up
> | correctly to the way they were set up on the screen (or something
like
> | that).
> |
> | Please tell me if I'm wrong?!?!?!?
> |
> | M. Manasa Reddy
> | ERP Systems Specialist
> | Crestview Aerospace Corporation
> | Email: mmreddy@...
> | Phone: (850) 682-2746 x 272
> |
> |
> |
> | ________________________________
> |
> | From: vantage@yahoogroups.com
> | [mailto:vantage@yahoogroups.com] On Behalf
> | Of kpotratz_05
> | Sent: Wednesday, March 29, 2006 1:38 PM
> | To: vantage@yahoogroups.com
> | Subject: [Vantage] Importing new data or doing a mass change
> |
> |
> | Does anyone know of a way to import large amount of new data and
add
> | it to a table or do a mass change to data in a table in Vantage
8.0?
> | For example, I have 19,000 parts I want to add to the Part
table. Do
> | I have to manually type all 19,000 parts into the system or can I
> | import them somehow? What kind of tools would we need to import
data
> | if possible?
> |
> | Thanks in advance!
> | Kelly Potratz
> |
> |
> |
> |
> |
> | Useful links for the Yahoo!Groups Vantage Board are: ( Note: You
must
> | have already linked your email address to a yahoo id to
> | enable access. )
> | (1) To access the Files Section of our Yahoo!Group for Report
Builder
> | and Crystal Reports and other 'goodies', please goto:
> | http://groups.yahoo.com/group/vantage/files/.
> | (2) To search through old msg's goto:
> | http://groups.yahoo.com/group/vantage/messages
> | (3) To view links to Vendors that provide Vantage services goto:
> | http://groups.yahoo.com/group/vantage/links
> |
> |
> |
> | ________________________________
> |
> | YAHOO! GROUPS LINKS
> |
> |
> |
> | * Visit your group "vantage
> | <http://groups.yahoo.com/group/vantage> " on the web.
> |
> | * To unsubscribe from this group, send an email to:
> | vantage-unsubscribe@yahoogroups.com
> | <mailto:vantage-unsubscribe@yahoogroups.com?subject=Unsubscribe>
> |
> | * Your use of Yahoo! Groups is subject to the Yahoo! Terms of
> | Service <http://docs.yahoo.com/info/terms/> .
> |
> |
> | ________________________________
> |
> |
> |
> |
> | [Non-text portions of this message have been removed]
> |
> |
> |
> | Useful links for the Yahoo!Groups Vantage Board are: ( Note: You
must
> | have already linked your email address to a yahoo id to
> | enable access. )
> | (1) To access the Files Section of our Yahoo!Group for Report
Builder
> | and Crystal Reports and other 'goodies', please goto:
> | http://groups.yahoo.com/group/vantage/files/.
> | (2) To search through old msg's goto:
> | http://groups.yahoo.com/group/vantage/messages
> | (3) To view links to Vendors that provide Vantage services goto:
> | http://groups.yahoo.com/group/vantage/links
> |
> |
> |
> | SPONSORED LINKS
> | Manufacturing software Membership database software
> | Database
> | mortgage software Pda database software Database management
> | software Database marketing software
> |
> | ---------------------------------
> | YAHOO! GROUPS LINKS
> |
> |
> | Visit your group "vantage" on the web.
> |
> | To unsubscribe from this group, send an email to:
> | vantage-unsubscribe@yahoogroups.com
> |
> | Your use of Yahoo! Groups is subject to the Yahoo! Terms
> | of Service.
> |
> |
> |
> | ---------------------------------
> |
> |
> |
> |
> |
> | ---------------------------------
> | New Yahoo! Messenger with Voice. Call regular phones from your PC
and
> | save big.
> |
> | [Non-text portions of this message have been removed]
> |
> |
> |
> | Useful links for the Yahoo!Groups Vantage Board are: ( Note: You
must
> | have already linked your email address to a yahoo id to
> | enable access. )
> | (1) To access the Files Section of our Yahoo!Group for Report
Builder
> | and Crystal Reports and other 'goodies', please goto:
> | http://groups.yahoo.com/group/vantage/files/.
> | (2) To search through old msg's goto:
> | http://groups.yahoo.com/group/vantage/messages
> | (3) To view links to Vendors that provide Vantage services goto:
> | http://groups.yahoo.com/group/vantage/links
> | Yahoo! Groups Links
> |
> |
> |
> |
> |
> |
> |
> |
> |
> | Useful links for the Yahoo!Groups Vantage Board are: ( Note:
> | You must have already linked your email address to a yahoo id
> | to enable access. )
> | (1) To access the Files Section of our Yahoo!Group for Report
> | Builder and Crystal Reports and other 'goodies', please goto:
> | http://groups.yahoo.com/group/vantage/files/.
> | (2) To search through old msg's goto:
> | http://groups.yahoo.com/group/vantage/messages
> | (3) To view links to Vendors that provide Vantage services
> | goto: http://groups.yahoo.com/group/vantage/links
> | Yahoo! Groups Links
> |
> |
> |
> |
> |
> |
> |
>

system · March 30, 2006, 11:38am

Customer and Customer Contact use a special Customer Import Utility.
Look at "Customer Contact Import - Customer" in help. Not all tables
have a "List" tab to do the "Paste Insert".

Dale Schuerman

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of mmcwilliams22
Sent: Thursday, March 30, 2006 10:27 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Importing new data or doing a mass change

Say for instance I wanted to paste in Customers. Where would I go to
see this list view. I was Checkin in the Customer Setup, and in
Tracker. I did not see it.

--- In vantage@yahoogroups.com, "John Sykes" <john.sykes@...> wrote:
>
> We use "Paste Insert" and "Paste Update" all the time throughout the
> applications. In some places, it works better than other places
(i.e. in
> some places, you're better off selecting a smaller number of items
to
> update/insert from your spreadsheet -- grab tens of rows, vs.
hundreds
> of rows, etc.)
>
> The general method we use is:
>
> 1) Go to a List view that has one or two items already there.
> 2) "Copy All" from the list view and paste these items into a new
Excel
> spreadsheet. This is your "template."
> 3) Add your new rows to this spreadsheet, modeling the new rows off
of
> the "sample"/"template" rows you created in 2) above. (If
you're "Paste
> Updating," modify the existing rows as appropriate.)
> 4) Copy the new/updated rows from the spreadsheet and get back to
the
> list view in V8.
> 5) Right-click to select "Paste Update" or "Paste Insert" as
> appropriate.
>
> This has been a really great time-saver for us. Again, it's not
perfect,
> but it DOES work and work well in those places where you can get a
list
> view of the items you're trying to insert or update. Unfortunately,
I do
> not think that a list view exists for Parts -- We use
ServiceConnect to
> get parts in/bulk update parts.
>
> John
>
> | -----Original Message-----
> | From: vantage@yahoogroups.com
> | [mailto:vantage@yahoogroups.com] On Behalf Of Frank Zeigafuse
> | Sent: Thursday, March 30, 2006 7:01 AM
> | To: vantage@yahoogroups.com
> | Subject: RE: [Vantage] Importing new data or doing a mass change
> |
> | I figured it would be more epicor smoke and mirrors!
> |
> | Innovative Office Products, Inc.
> | Frank Zeigafuse
> | General Manager
> | 610-559-6369
> | fzeigafuse@...
> |
> |
> | -----Original Message-----
> | From: vantage@yahoogroups.com
> | [mailto:vantage@yahoogroups.com] On Behalf
> | Of Kelly Potratz
> | Sent: Wednesday, March 29, 2006 3:38 PM
> | To: vantage@yahoogroups.com
> | Subject: RE: [Vantage] Importing new data or doing a mass change
> |
> |
> | It does. We tried using that functionality a couple of times
during
> | implementation, but it never worked correctly. In some
> | cases, we would
> | receveive errors and the data would never import. Those
> | errors were to
> | be fixed in upcoming versions, I am sure they are fixed by now.
In
> | other cases, the data we needed to import had multiple levels,
and the
> | import functionality only took care of the highest level. We
> | would have
> | had to have gone back and entered all of the related information
> | manually. It isn't available for everything, just some areas.
> |
> | Kelly
> |
> | Manasa Reddy <mmreddy@...> wrote:
> | I thought version 8 had the ability to import from an excel
> | sheet into
> | the table. Just had to make sure that the fields were lined up
> | correctly to the way they were set up on the screen (or something
like
> | that).
> |
> | Please tell me if I'm wrong?!?!?!?
> |
> | M. Manasa Reddy
> | ERP Systems Specialist
> | Crestview Aerospace Corporation
> | Email: mmreddy@...
> | Phone: (850) 682-2746 x 272
> |
> |
> |
> | ________________________________
> |
> | From: vantage@yahoogroups.com
> | [mailto:vantage@yahoogroups.com] On Behalf
> | Of kpotratz_05
> | Sent: Wednesday, March 29, 2006 1:38 PM
> | To: vantage@yahoogroups.com
> | Subject: [Vantage] Importing new data or doing a mass change
> |
> |
> | Does anyone know of a way to import large amount of new data and
add
> | it to a table or do a mass change to data in a table in Vantage
8.0?
> | For example, I have 19,000 parts I want to add to the Part
table. Do
> | I have to manually type all 19,000 parts into the system or can I
> | import them somehow? What kind of tools would we need to import
data
> | if possible?
> |
> | Thanks in advance!
> | Kelly Potratz
> |
> |
> |
> |
> |
> | Useful links for the Yahoo!Groups Vantage Board are: ( Note: You
must
> | have already linked your email address to a yahoo id to
> | enable access. )
> | (1) To access the Files Section of our Yahoo!Group for Report
Builder
> | and Crystal Reports and other 'goodies', please goto:
> | http://groups.yahoo.com/group/vantage/files/.
> | (2) To search through old msg's goto:
> | http://groups.yahoo.com/group/vantage/messages
> | (3) To view links to Vendors that provide Vantage services goto:
> | http://groups.yahoo.com/group/vantage/links
> |
> |
> |
> | ________________________________
> |
> | YAHOO! GROUPS LINKS
> |
> |
> |
> | * Visit your group "vantage
> | <http://groups.yahoo.com/group/vantage> " on the web.
> |
> | * To unsubscribe from this group, send an email to:
> | vantage-unsubscribe@yahoogroups.com
> | <mailto:vantage-unsubscribe@yahoogroups.com?subject=Unsubscribe>
> |
> | * Your use of Yahoo! Groups is subject to the Yahoo! Terms of
> | Service <http://docs.yahoo.com/info/terms/> .
> |
> |
> | ________________________________
> |
> |
> |
> |
> | [Non-text portions of this message have been removed]
> |
> |
> |
> | Useful links for the Yahoo!Groups Vantage Board are: ( Note: You
must
> | have already linked your email address to a yahoo id to
> | enable access. )
> | (1) To access the Files Section of our Yahoo!Group for Report
Builder
> | and Crystal Reports and other 'goodies', please goto:
> | http://groups.yahoo.com/group/vantage/files/.
> | (2) To search through old msg's goto:
> | http://groups.yahoo.com/group/vantage/messages
> | (3) To view links to Vendors that provide Vantage services goto:
> | http://groups.yahoo.com/group/vantage/links
> |
> |
> |
> | SPONSORED LINKS
> | Manufacturing software Membership database software
> | Database
> | mortgage software Pda database software Database management
> | software Database marketing software
> |
> | ---------------------------------
> | YAHOO! GROUPS LINKS
> |
> |
> | Visit your group "vantage" on the web.
> |
> | To unsubscribe from this group, send an email to:
> | vantage-unsubscribe@yahoogroups.com
> |
> | Your use of Yahoo! Groups is subject to the Yahoo! Terms
> | of Service.
> |
> |
> |
> | ---------------------------------
> |
> |
> |
> |
> |
> | ---------------------------------
> | New Yahoo! Messenger with Voice. Call regular phones from your PC
and
> | save big.
> |
> | [Non-text portions of this message have been removed]
> |
> |
> |
> | Useful links for the Yahoo!Groups Vantage Board are: ( Note: You
must
> | have already linked your email address to a yahoo id to
> | enable access. )
> | (1) To access the Files Section of our Yahoo!Group for Report
Builder
> | and Crystal Reports and other 'goodies', please goto:
> | http://groups.yahoo.com/group/vantage/files/.
> | (2) To search through old msg's goto:
> | http://groups.yahoo.com/group/vantage/messages
> | (3) To view links to Vendors that provide Vantage services goto:
> | http://groups.yahoo.com/group/vantage/links
> | Yahoo! Groups Links
> |
> |
> |
> |
> |
> |
> |
> |
> |
> | Useful links for the Yahoo!Groups Vantage Board are: ( Note:
> | You must have already linked your email address to a yahoo id
> | to enable access. )
> | (1) To access the Files Section of our Yahoo!Group for Report
> | Builder and Crystal Reports and other 'goodies', please goto:
> | http://groups.yahoo.com/group/vantage/files/.
> | (2) To search through old msg's goto:
> | http://groups.yahoo.com/group/vantage/messages
> | (3) To view links to Vendors that provide Vantage services
> | goto: http://groups.yahoo.com/group/vantage/links
> | Yahoo! Groups Links
> |
> |
> |
> |
> |
> |
> |
>

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
Yahoo! Groups Links

########################################################################
Attention:
This email message is privileged and confidential. If you are not the
intended recipient please delete the message and notify the sender.
Any views or opinions presented are solely those of the author.

This email message has been scanned for Viruses and Content and cleared
by MailMarshal SMTP

For more information go to http://www.ramsys.com
########################################################################

system · March 30, 2006, 11:49am

Does anyone know if CRM is required to do this?

--- In vantage@yahoogroups.com, "Dale Schuerman" <dale.schuerman@...>
wrote:

>
> Customer and Customer Contact use a special Customer Import

Utility.

> Look at "Customer Contact Import - Customer" in help. Not all

tables

> have a "List" tab to do the "Paste Insert".
>
> Dale Schuerman
>
> -----Original Message-----
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On

Behalf

> Of mmcwilliams22
> Sent: Thursday, March 30, 2006 10:27 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Importing new data or doing a mass change
>
> Say for instance I wanted to paste in Customers. Where would I go

to

> see this list view. I was Checkin in the Customer Setup, and in
> Tracker. I did not see it.
>
>
> --- In vantage@yahoogroups.com, "John Sykes" <john.sykes@> wrote:
> >
> > We use "Paste Insert" and "Paste Update" all the time throughout

the

> > applications. In some places, it works better than other places
> (i.e. in
> > some places, you're better off selecting a smaller number of

items

> to
> > update/insert from your spreadsheet -- grab tens of rows, vs.
> hundreds
> > of rows, etc.)
> >
> > The general method we use is:
> >
> > 1) Go to a List view that has one or two items already there.
> > 2) "Copy All" from the list view and paste these items into a new
> Excel
> > spreadsheet. This is your "template."
> > 3) Add your new rows to this spreadsheet, modeling the new rows

off

> of
> > the "sample"/"template" rows you created in 2) above. (If
> you're "Paste
> > Updating," modify the existing rows as appropriate.)
> > 4) Copy the new/updated rows from the spreadsheet and get back to
> the
> > list view in V8.
> > 5) Right-click to select "Paste Update" or "Paste Insert" as
> > appropriate.
> >
> > This has been a really great time-saver for us. Again, it's not
> perfect,
> > but it DOES work and work well in those places where you can get

a

> list
> > view of the items you're trying to insert or update.

Unfortunately,

> I do
> > not think that a list view exists for Parts -- We use
> ServiceConnect to
> > get parts in/bulk update parts.
> >
> > John
> >
> > | -----Original Message-----
> > | From: vantage@yahoogroups.com
> > | [mailto:vantage@yahoogroups.com] On Behalf Of Frank Zeigafuse
> > | Sent: Thursday, March 30, 2006 7:01 AM
> > | To: vantage@yahoogroups.com
> > | Subject: RE: [Vantage] Importing new data or doing a mass change
> > |
> > | I figured it would be more epicor smoke and mirrors!
> > |
> > | Innovative Office Products, Inc.
> > | Frank Zeigafuse
> > | General Manager
> > | 610-559-6369
> > | fzeigafuse@
> > |
> > |
> > | -----Original Message-----
> > | From: vantage@yahoogroups.com
> > | [mailto:vantage@yahoogroups.com] On Behalf
> > | Of Kelly Potratz
> > | Sent: Wednesday, March 29, 2006 3:38 PM
> > | To: vantage@yahoogroups.com
> > | Subject: RE: [Vantage] Importing new data or doing a mass change
> > |
> > |
> > | It does. We tried using that functionality a couple of times
> during
> > | implementation, but it never worked correctly. In some
> > | cases, we would
> > | receveive errors and the data would never import. Those
> > | errors were to
> > | be fixed in upcoming versions, I am sure they are fixed by

now.

> In
> > | other cases, the data we needed to import had multiple levels,
> and the
> > | import functionality only took care of the highest level. We
> > | would have
> > | had to have gone back and entered all of the related information
> > | manually. It isn't available for everything, just some areas.
> > |
> > | Kelly
> > |
> > | Manasa Reddy <mmreddy@> wrote:
> > | I thought version 8 had the ability to import from an excel
> > | sheet into
> > | the table. Just had to make sure that the fields were lined up
> > | correctly to the way they were set up on the screen (or

something

> like
> > | that).
> > |
> > | Please tell me if I'm wrong?!?!?!?
> > |
> > | M. Manasa Reddy
> > | ERP Systems Specialist
> > | Crestview Aerospace Corporation
> > | Email: mmreddy@
> > | Phone: (850) 682-2746 x 272
> > |
> > |
> > |
> > | ________________________________
> > |
> > | From: vantage@yahoogroups.com
> > | [mailto:vantage@yahoogroups.com] On Behalf
> > | Of kpotratz_05
> > | Sent: Wednesday, March 29, 2006 1:38 PM
> > | To: vantage@yahoogroups.com
> > | Subject: [Vantage] Importing new data or doing a mass change
> > |
> > |
> > | Does anyone know of a way to import large amount of new data

and

> add
> > | it to a table or do a mass change to data in a table in Vantage
> 8.0?
> > | For example, I have 19,000 parts I want to add to the Part
> table. Do
> > | I have to manually type all 19,000 parts into the system or can

I

> > | import them somehow? What kind of tools would we need to

import

> data
> > | if possible?
> > |
> > | Thanks in advance!
> > | Kelly Potratz
> > |
> > |
> > |
> > |
> > |
> > | Useful links for the Yahoo!Groups Vantage Board are: ( Note:

You

> must
> > | have already linked your email address to a yahoo id to
> > | enable access. )
> > | (1) To access the Files Section of our Yahoo!Group for Report
> Builder
> > | and Crystal Reports and other 'goodies', please goto:
> > | http://groups.yahoo.com/group/vantage/files/.
> > | (2) To search through old msg's goto:
> > | http://groups.yahoo.com/group/vantage/messages
> > | (3) To view links to Vendors that provide Vantage services goto:
> > | http://groups.yahoo.com/group/vantage/links
> > |
> > |
> > |
> > | ________________________________
> > |
> > | YAHOO! GROUPS LINKS
> > |
> > |
> > |
> > | * Visit your group "vantage
> > | <http://groups.yahoo.com/group/vantage> " on the web.
> > |
> > | * To unsubscribe from this group, send an email to:
> > | vantage-unsubscribe@yahoogroups.com
> > | <mailto:vantage-unsubscribe@yahoogroups.com?

subject=Unsubscribe>

> > |
> > | * Your use of Yahoo! Groups is subject to the Yahoo! Terms

of

> > | Service <http://docs.yahoo.com/info/terms/> .
> > |
> > |
> > | ________________________________
> > |
> > |
> > |
> > |
> > | [Non-text portions of this message have been removed]
> > |
> > |
> > |
> > | Useful links for the Yahoo!Groups Vantage Board are: ( Note:

You

> must
> > | have already linked your email address to a yahoo id to
> > | enable access. )
> > | (1) To access the Files Section of our Yahoo!Group for Report
> Builder
> > | and Crystal Reports and other 'goodies', please goto:
> > | http://groups.yahoo.com/group/vantage/files/.
> > | (2) To search through old msg's goto:
> > | http://groups.yahoo.com/group/vantage/messages
> > | (3) To view links to Vendors that provide Vantage services goto:
> > | http://groups.yahoo.com/group/vantage/links
> > |
> > |
> > |
> > | SPONSORED LINKS
> > | Manufacturing software Membership database software
> > | Database
> > | mortgage software Pda database software Database

management

> > | software Database marketing software
> > |
> > | ---------------------------------
> > | YAHOO! GROUPS LINKS
> > |
> > |
> > | Visit your group "vantage" on the web.
> > |
> > | To unsubscribe from this group, send an email to:
> > | vantage-unsubscribe@yahoogroups.com
> > |
> > | Your use of Yahoo! Groups is subject to the Yahoo! Terms
> > | of Service.
> > |
> > |
> > |
> > | ---------------------------------
> > |
> > |
> > |
> > |
> > |
> > | ---------------------------------
> > | New Yahoo! Messenger with Voice. Call regular phones from your

PC

> and
> > | save big.
> > |
> > | [Non-text portions of this message have been removed]
> > |
> > |
> > |
> > | Useful links for the Yahoo!Groups Vantage Board are: ( Note:

You

> must
> > | have already linked your email address to a yahoo id to
> > | enable access. )
> > | (1) To access the Files Section of our Yahoo!Group for Report
> Builder
> > | and Crystal Reports and other 'goodies', please goto:
> > | http://groups.yahoo.com/group/vantage/files/.
> > | (2) To search through old msg's goto:
> > | http://groups.yahoo.com/group/vantage/messages
> > | (3) To view links to Vendors that provide Vantage services goto:
> > | http://groups.yahoo.com/group/vantage/links
> > | Yahoo! Groups Links
> > |
> > |
> > |
> > |
> > |
> > |
> > |
> > |
> > |
> > | Useful links for the Yahoo!Groups Vantage Board are: ( Note:
> > | You must have already linked your email address to a yahoo id
> > | to enable access. )
> > | (1) To access the Files Section of our Yahoo!Group for Report
> > | Builder and Crystal Reports and other 'goodies', please goto:
> > | http://groups.yahoo.com/group/vantage/files/.
> > | (2) To search through old msg's goto:
> > | http://groups.yahoo.com/group/vantage/messages
> > | (3) To view links to Vendors that provide Vantage services
> > | goto: http://groups.yahoo.com/group/vantage/links
> > | Yahoo! Groups Links
> > |
> > |
> > |
> > |
> > |
> > |
> > |
> >
>
>
>
>
>
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You

must

> have already linked your email address to a yahoo id to enable

access. )

> (1) To access the Files Section of our Yahoo!Group for Report

Builder

> and Crystal Reports and other 'goodies', please goto:
> http://groups.yahoo.com/group/vantage/files/.
> (2) To search through old msg's goto:
> http://groups.yahoo.com/group/vantage/messages
> (3) To view links to Vendors that provide Vantage services goto:
> http://groups.yahoo.com/group/vantage/links
> Yahoo! Groups Links
>
>
>
>
>
>
>
>

######################################################################
##

> Attention:
> This email message is privileged and confidential. If you are not

the

> intended recipient please delete the message and notify the sender.
> Any views or opinions presented are solely those of the author.
>
> This email message has been scanned for Viruses and Content and

cleared

> by MailMarshal SMTP
>
> For more information go to http://www.ramsys.com
>

######################################################################
##

>

system · March 30, 2006, 12:13pm

It is on the CRM menu. I did not notice that when I did the Help
search.

Dale Schuerman

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of mmcwilliams22
Sent: Thursday, March 30, 2006 10:49 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Importing new data or doing a mass change

Does anyone know if CRM is required to do this?

--- In vantage@yahoogroups.com, "Dale Schuerman" <dale.schuerman@...>
wrote:

>
> Customer and Customer Contact use a special Customer Import

Utility.

> Look at "Customer Contact Import - Customer" in help. Not all

tables

> have a "List" tab to do the "Paste Insert".
>
> Dale Schuerman
>
> -----Original Message-----
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On

Behalf

> Of mmcwilliams22
> Sent: Thursday, March 30, 2006 10:27 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Importing new data or doing a mass change
>
> Say for instance I wanted to paste in Customers. Where would I go

to

> see this list view. I was Checkin in the Customer Setup, and in
> Tracker. I did not see it.
>
>
> --- In vantage@yahoogroups.com, "John Sykes" <john.sykes@> wrote:
> >
> > We use "Paste Insert" and "Paste Update" all the time throughout

the

> > applications. In some places, it works better than other places
> (i.e. in
> > some places, you're better off selecting a smaller number of

items

> to
> > update/insert from your spreadsheet -- grab tens of rows, vs.
> hundreds
> > of rows, etc.)
> >
> > The general method we use is:
> >
> > 1) Go to a List view that has one or two items already there.
> > 2) "Copy All" from the list view and paste these items into a new
> Excel
> > spreadsheet. This is your "template."
> > 3) Add your new rows to this spreadsheet, modeling the new rows

off

> of
> > the "sample"/"template" rows you created in 2) above. (If
> you're "Paste
> > Updating," modify the existing rows as appropriate.)
> > 4) Copy the new/updated rows from the spreadsheet and get back to
> the
> > list view in V8.
> > 5) Right-click to select "Paste Update" or "Paste Insert" as
> > appropriate.
> >
> > This has been a really great time-saver for us. Again, it's not
> perfect,
> > but it DOES work and work well in those places where you can get

a

> list
> > view of the items you're trying to insert or update.

Unfortunately,

> I do
> > not think that a list view exists for Parts -- We use
> ServiceConnect to
> > get parts in/bulk update parts.
> >
> > John
> >
> > | -----Original Message-----
> > | From: vantage@yahoogroups.com
> > | [mailto:vantage@yahoogroups.com] On Behalf Of Frank Zeigafuse
> > | Sent: Thursday, March 30, 2006 7:01 AM
> > | To: vantage@yahoogroups.com
> > | Subject: RE: [Vantage] Importing new data or doing a mass change
> > |
> > | I figured it would be more epicor smoke and mirrors!
> > |
> > | Innovative Office Products, Inc.
> > | Frank Zeigafuse
> > | General Manager
> > | 610-559-6369
> > | fzeigafuse@
> > |
> > |
> > | -----Original Message-----
> > | From: vantage@yahoogroups.com
> > | [mailto:vantage@yahoogroups.com] On Behalf
> > | Of Kelly Potratz
> > | Sent: Wednesday, March 29, 2006 3:38 PM
> > | To: vantage@yahoogroups.com
> > | Subject: RE: [Vantage] Importing new data or doing a mass change
> > |
> > |
> > | It does. We tried using that functionality a couple of times
> during
> > | implementation, but it never worked correctly. In some
> > | cases, we would
> > | receveive errors and the data would never import. Those
> > | errors were to
> > | be fixed in upcoming versions, I am sure they are fixed by

now.

> In
> > | other cases, the data we needed to import had multiple levels,
> and the
> > | import functionality only took care of the highest level. We
> > | would have
> > | had to have gone back and entered all of the related information
> > | manually. It isn't available for everything, just some areas.
> > |
> > | Kelly
> > |
> > | Manasa Reddy <mmreddy@> wrote:
> > | I thought version 8 had the ability to import from an excel
> > | sheet into
> > | the table. Just had to make sure that the fields were lined up
> > | correctly to the way they were set up on the screen (or

something

> like
> > | that).
> > |
> > | Please tell me if I'm wrong?!?!?!?
> > |
> > | M. Manasa Reddy
> > | ERP Systems Specialist
> > | Crestview Aerospace Corporation
> > | Email: mmreddy@
> > | Phone: (850) 682-2746 x 272
> > |
> > |
> > |
> > | ________________________________
> > |
> > | From: vantage@yahoogroups.com
> > | [mailto:vantage@yahoogroups.com] On Behalf
> > | Of kpotratz_05
> > | Sent: Wednesday, March 29, 2006 1:38 PM
> > | To: vantage@yahoogroups.com
> > | Subject: [Vantage] Importing new data or doing a mass change
> > |
> > |
> > | Does anyone know of a way to import large amount of new data

and

> add
> > | it to a table or do a mass change to data in a table in Vantage
> 8.0?
> > | For example, I have 19,000 parts I want to add to the Part
> table. Do
> > | I have to manually type all 19,000 parts into the system or can

I

> > | import them somehow? What kind of tools would we need to

import

> data
> > | if possible?
> > |
> > | Thanks in advance!
> > | Kelly Potratz
> > |
> > |
> > |
> > |
> > |
> > | Useful links for the Yahoo!Groups Vantage Board are: ( Note:

You

> must
> > | have already linked your email address to a yahoo id to
> > | enable access. )
> > | (1) To access the Files Section of our Yahoo!Group for Report
> Builder
> > | and Crystal Reports and other 'goodies', please goto:
> > | http://groups.yahoo.com/group/vantage/files/.
> > | (2) To search through old msg's goto:
> > | http://groups.yahoo.com/group/vantage/messages
> > | (3) To view links to Vendors that provide Vantage services goto:
> > | http://groups.yahoo.com/group/vantage/links
> > |
> > |
> > |
> > | ________________________________
> > |
> > | YAHOO! GROUPS LINKS
> > |
> > |
> > |
> > | * Visit your group "vantage
> > | <http://groups.yahoo.com/group/vantage> " on the web.
> > |
> > | * To unsubscribe from this group, send an email to:
> > | vantage-unsubscribe@yahoogroups.com
> > | <mailto:vantage-unsubscribe@yahoogroups.com?

subject=Unsubscribe>

> > |
> > | * Your use of Yahoo! Groups is subject to the Yahoo! Terms

of

> > | Service <http://docs.yahoo.com/info/terms/> .
> > |
> > |
> > | ________________________________
> > |
> > |
> > |
> > |
> > | [Non-text portions of this message have been removed]
> > |
> > |
> > |
> > | Useful links for the Yahoo!Groups Vantage Board are: ( Note:

You

> must
> > | have already linked your email address to a yahoo id to
> > | enable access. )
> > | (1) To access the Files Section of our Yahoo!Group for Report
> Builder
> > | and Crystal Reports and other 'goodies', please goto:
> > | http://groups.yahoo.com/group/vantage/files/.
> > | (2) To search through old msg's goto:
> > | http://groups.yahoo.com/group/vantage/messages
> > | (3) To view links to Vendors that provide Vantage services goto:
> > | http://groups.yahoo.com/group/vantage/links
> > |
> > |
> > |
> > | SPONSORED LINKS
> > | Manufacturing software Membership database software
> > | Database
> > | mortgage software Pda database software Database

management

> > | software Database marketing software
> > |
> > | ---------------------------------
> > | YAHOO! GROUPS LINKS
> > |
> > |
> > | Visit your group "vantage" on the web.
> > |
> > | To unsubscribe from this group, send an email to:
> > | vantage-unsubscribe@yahoogroups.com
> > |
> > | Your use of Yahoo! Groups is subject to the Yahoo! Terms
> > | of Service.
> > |
> > |
> > |
> > | ---------------------------------
> > |
> > |
> > |
> > |
> > |
> > | ---------------------------------
> > | New Yahoo! Messenger with Voice. Call regular phones from your

PC

> and
> > | save big.
> > |
> > | [Non-text portions of this message have been removed]
> > |
> > |
> > |
> > | Useful links for the Yahoo!Groups Vantage Board are: ( Note:

You

> must
> > | have already linked your email address to a yahoo id to
> > | enable access. )
> > | (1) To access the Files Section of our Yahoo!Group for Report
> Builder
> > | and Crystal Reports and other 'goodies', please goto:
> > | http://groups.yahoo.com/group/vantage/files/.
> > | (2) To search through old msg's goto:
> > | http://groups.yahoo.com/group/vantage/messages
> > | (3) To view links to Vendors that provide Vantage services goto:
> > | http://groups.yahoo.com/group/vantage/links
> > | Yahoo! Groups Links
> > |
> > |
> > |
> > |
> > |
> > |
> > |
> > |
> > |
> > | Useful links for the Yahoo!Groups Vantage Board are: ( Note:
> > | You must have already linked your email address to a yahoo id
> > | to enable access. )
> > | (1) To access the Files Section of our Yahoo!Group for Report
> > | Builder and Crystal Reports and other 'goodies', please goto:
> > | http://groups.yahoo.com/group/vantage/files/.
> > | (2) To search through old msg's goto:
> > | http://groups.yahoo.com/group/vantage/messages
> > | (3) To view links to Vendors that provide Vantage services
> > | goto: http://groups.yahoo.com/group/vantage/links
> > | Yahoo! Groups Links
> > |
> > |
> > |
> > |
> > |
> > |
> > |
> >
>
>
>
>
>
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You

must

> have already linked your email address to a yahoo id to enable

access. )

> (1) To access the Files Section of our Yahoo!Group for Report

Builder

> and Crystal Reports and other 'goodies', please goto:
> http://groups.yahoo.com/group/vantage/files/.
> (2) To search through old msg's goto:
> http://groups.yahoo.com/group/vantage/messages
> (3) To view links to Vendors that provide Vantage services goto:
> http://groups.yahoo.com/group/vantage/links
> Yahoo! Groups Links
>
>
>
>
>
>
>
>

######################################################################
##

> Attention:
> This email message is privileged and confidential. If you are not

the

> intended recipient please delete the message and notify the sender.
> Any views or opinions presented are solely those of the author.
>
> This email message has been scanned for Viruses and Content and

cleared

> by MailMarshal SMTP
>
> For more information go to http://www.ramsys.com
>

######################################################################
##

>

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
Yahoo! Groups Links

system · March 30, 2006, 4:43pm

What is ServiceConnect? I have never heard of that before.

Thanks,
Kelly Potratz

John Sykes <john.sykes@...> wrote:
We use "Paste Insert" and "Paste Update" all the time throughout the
applications. In some places, it works better than other places (i.e. in
some places, you're better off selecting a smaller number of items to
update/insert from your spreadsheet -- grab tens of rows, vs. hundreds
of rows, etc.)

The general method we use is:

1) Go to a List view that has one or two items already there.
2) "Copy All" from the list view and paste these items into a new Excel
spreadsheet. This is your "template."
3) Add your new rows to this spreadsheet, modeling the new rows off of
the "sample"/"template" rows you created in 2) above. (If you're "Paste
Updating," modify the existing rows as appropriate.)
4) Copy the new/updated rows from the spreadsheet and get back to the
list view in V8.
5) Right-click to select "Paste Update" or "Paste Insert" as
appropriate.

This has been a really great time-saver for us. Again, it's not perfect,
but it DOES work and work well in those places where you can get a list
view of the items you're trying to insert or update. Unfortunately, I do
not think that a list view exists for Parts -- We use ServiceConnect to
get parts in/bulk update parts.

John

| -----Original Message-----
| From: vantage@yahoogroups.com
| [mailto:vantage@yahoogroups.com] On Behalf Of Frank Zeigafuse
| Sent: Thursday, March 30, 2006 7:01 AM
| To: vantage@yahoogroups.com
| Subject: RE: [Vantage] Importing new data or doing a mass change
|
| I figured it would be more epicor smoke and mirrors!
|
| Innovative Office Products, Inc.
| Frank Zeigafuse
| General Manager
| 610-559-6369
| fzeigafuse@...
|
|
| -----Original Message-----
| From: vantage@yahoogroups.com
| [mailto:vantage@yahoogroups.com] On Behalf
| Of Kelly Potratz
| Sent: Wednesday, March 29, 2006 3:38 PM
| To: vantage@yahoogroups.com
| Subject: RE: [Vantage] Importing new data or doing a mass change
|
|
| It does. We tried using that functionality a couple of times during
| implementation, but it never worked correctly. In some
| cases, we would
| receveive errors and the data would never import. Those
| errors were to
| be fixed in upcoming versions, I am sure they are fixed by now. In
| other cases, the data we needed to import had multiple levels, and the
| import functionality only took care of the highest level. We
| would have
| had to have gone back and entered all of the related information
| manually. It isn't available for everything, just some areas.
|
| Kelly
|
| Manasa Reddy <mmreddy@...> wrote:
| I thought version 8 had the ability to import from an excel
| sheet into
| the table. Just had to make sure that the fields were lined up
| correctly to the way they were set up on the screen (or something like
| that).
|
| Please tell me if I'm wrong?!?!?!?
|
| M. Manasa Reddy
| ERP Systems Specialist
| Crestview Aerospace Corporation
| Email: mmreddy@...
| Phone: (850) 682-2746 x 272
|
|
|
| ________________________________
|
| From: vantage@yahoogroups.com
| [mailto:vantage@yahoogroups.com] On Behalf
| Of kpotratz_05
| Sent: Wednesday, March 29, 2006 1:38 PM
| To: vantage@yahoogroups.com
| Subject: [Vantage] Importing new data or doing a mass change
|
|
| Does anyone know of a way to import large amount of new data and add
| it to a table or do a mass change to data in a table in Vantage 8.0?
| For example, I have 19,000 parts I want to add to the Part table. Do
| I have to manually type all 19,000 parts into the system or can I
| import them somehow? What kind of tools would we need to import data
| if possible?
|
| Thanks in advance!
| Kelly Potratz
|
|
|
|
|
| Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
| have already linked your email address to a yahoo id to
| enable access. )
| (1) To access the Files Section of our Yahoo!Group for Report Builder
| and Crystal Reports and other 'goodies', please goto:
| http://groups.yahoo.com/group/vantage/files/.
| (2) To search through old msg's goto:
| http://groups.yahoo.com/group/vantage/messages
| (3) To view links to Vendors that provide Vantage services goto:
| http://groups.yahoo.com/group/vantage/links
|
|
|
| ________________________________
|
| YAHOO! GROUPS LINKS
|
|
|
| * Visit your group "vantage
| <http://groups.yahoo.com/group/vantage> " on the web.
|
| * To unsubscribe from this group, send an email to:
| vantage-unsubscribe@yahoogroups.com
| <mailto:vantage-unsubscribe@yahoogroups.com?subject=Unsubscribe>
|
| * Your use of Yahoo! Groups is subject to the Yahoo! Terms of
| Service <http://docs.yahoo.com/info/terms/> .
|
|
| ________________________________
|
|
|
|
| [Non-text portions of this message have been removed]
|
|
|
| Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
| have already linked your email address to a yahoo id to
| enable access. )
| (1) To access the Files Section of our Yahoo!Group for Report Builder
| and Crystal Reports and other 'goodies', please goto:
| http://groups.yahoo.com/group/vantage/files/.
| (2) To search through old msg's goto:
| http://groups.yahoo.com/group/vantage/messages
| (3) To view links to Vendors that provide Vantage services goto:
| http://groups.yahoo.com/group/vantage/links
|
|
|
| SPONSORED LINKS
| Manufacturing software Membership database software
| Database
| mortgage software Pda database software Database management
| software Database marketing software
|
| ---------------------------------
| YAHOO! GROUPS LINKS
|
|
| Visit your group "vantage" on the web.
|
| To unsubscribe from this group, send an email to:
| vantage-unsubscribe@yahoogroups.com
|
| Your use of Yahoo! Groups is subject to the Yahoo! Terms
| of Service.
|
|
|
| ---------------------------------
|
|
|
|
|
| ---------------------------------
| New Yahoo! Messenger with Voice. Call regular phones from your PC and
| save big.
|
| [Non-text portions of this message have been removed]
|
|
|
| Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
| have already linked your email address to a yahoo id to
| enable access. )
| (1) To access the Files Section of our Yahoo!Group for Report Builder
| and Crystal Reports and other 'goodies', please goto:
| http://groups.yahoo.com/group/vantage/files/.
| (2) To search through old msg's goto:
| http://groups.yahoo.com/group/vantage/messages
| (3) To view links to Vendors that provide Vantage services goto:
| http://groups.yahoo.com/group/vantage/links
| Yahoo! Groups Links
|
|
|
|
|
|
|
|
|
| Useful links for the Yahoo!Groups Vantage Board are: ( Note:
| You must have already linked your email address to a yahoo id
| to enable access. )
| (1) To access the Files Section of our Yahoo!Group for Report
| Builder and Crystal Reports and other 'goodies', please goto:
| http://groups.yahoo.com/group/vantage/files/.
| (2) To search through old msg's goto:
| http://groups.yahoo.com/group/vantage/messages
| (3) To view links to Vendors that provide Vantage services
| goto: http://groups.yahoo.com/group/vantage/links
| Yahoo! Groups Links
|
|
|
|
|
|
|

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal Reports and other 'goodies', please goto: http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto: http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto: http://groups.yahoo.com/group/vantage/links

---------------------------------
YAHOO! GROUPS LINKS

Visit your group "vantage" on the web.

To unsubscribe from this group, send an email to:
vantage-unsubscribe@yahoogroups.com

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service.

---------------------------------

---------------------------------
Yahoo! Messenger with Voice. Make PC-to-Phone Calls to the US (and 30+ countries) for 2Â¢/min or less.

[Non-text portions of this message have been removed]

system · March 31, 2006, 8:49am

Kelly asks:

> Does anyone know of a way to import large amount of new data and add
> it to a table or do a mass change to data in a table in Vantage 8.0?
> For example, I have 19,000 parts I want to add to the Part table. Do
> I have to manually type all 19,000 parts into the system or can I
> import them somehow? What kind of tools would we need to import data
> if possible?

Of course Epicor can sell you migration tools/services. There's a run-time
portion to buy, the maps that Epicor creates, and you can optionally get the
tool that creates the maps. (EDI folks should be used to this model...)

Our part import is going to less than that number of parts so it makes it less
attractive financially. Entering a lot of parts by hand is also unattractive
because of time/errors.

Today I am testing a load of 2000 parts with a Windows automation program
called Macro Scheduler. I've created a Vantage user called Migration (so the
window locations remain constant) and the program logs on as that user, reads
records from a text file, and sends the mouse movements, clicks, and fills
fields. I put a pause at the end of every tab to let users make any
corrections. It still takes time but it's less error-prone than entering
everything by hand.

There are several Windows scripting programs out there but this program has
the capability to create an exe of the script, so you can have several people
running the script at the same time.

If you want more information, go to: www.mjtnet.com. (I have no financial
interest in or relationship with this company.) The version that creates exe
files is < $200 (compared to several 1000s for the Epicor tool). You'll still
need to learn their scripting language but at least you're entering things
into the regular interface so there are no data conversion surprises like I've
read on this list.

I'd still use any functionality that comes with Vantage (Get Details | Import;
Paste Insert) but this tool seems to fill the gaps for projects like this.
Just some food for thought.

Mark W.

system · March 31, 2006, 8:59am

Thanks! I will have to check that tool out.

Kelly

Mark Wonsil <mark_wonsil@...> wrote:
Kelly asks:

> Does anyone know of a way to import large amount of new data and add
> it to a table or do a mass change to data in a table in Vantage 8.0?
> For example, I have 19,000 parts I want to add to the Part table. Do
> I have to manually type all 19,000 parts into the system or can I
> import them somehow? What kind of tools would we need to import data
> if possible?

Of course Epicor can sell you migration tools/services. There's a run-time
portion to buy, the maps that Epicor creates, and you can optionally get the
tool that creates the maps. (EDI folks should be used to this model...)

Our part import is going to less than that number of parts so it makes it less
attractive financially. Entering a lot of parts by hand is also unattractive
because of time/errors.

Today I am testing a load of 2000 parts with a Windows automation program
called Macro Scheduler. I've created a Vantage user called Migration (so the
window locations remain constant) and the program logs on as that user, reads
records from a text file, and sends the mouse movements, clicks, and fills
fields. I put a pause at the end of every tab to let users make any
corrections. It still takes time but it's less error-prone than entering
everything by hand.

There are several Windows scripting programs out there but this program has
the capability to create an exe of the script, so you can have several people
running the script at the same time.

If you want more information, go to: www.mjtnet.com. (I have no financial
interest in or relationship with this company.) The version that creates exe
files is < $200 (compared to several 1000s for the Epicor tool). You'll still
need to learn their scripting language but at least you're entering things
into the regular interface so there are no data conversion surprises like I've
read on this list.

I'd still use any functionality that comes with Vantage (Get Details | Import;
Paste Insert) but this tool seems to fill the gaps for projects like this.
Just some food for thought.

Mark W.

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal Reports and other 'goodies', please goto: http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto: http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto: http://groups.yahoo.com/group/vantage/links

SPONSORED LINKS
Manufacturing software Membership database software Database mortgage software Pda database software Database management software Database marketing software

---------------------------------
YAHOO! GROUPS LINKS

Visit your group "vantage" on the web.

To unsubscribe from this group, send an email to:
vantage-unsubscribe@yahoogroups.com

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service.

---------------------------------

---------------------------------
Yahoo! Messenger with Voice. PC-to-Phone calls for ridiculously low rates.

[Non-text portions of this message have been removed]

system · March 31, 2006, 9:50am

--- In vantage@yahoogroups.com, Kelly Potratz <kpotratz_05@...> wrote:

>
> Thanks! I will have to check that tool out.
>
> Kelly

If you have ODBC enabled and configured on your progress database, you
can use any ODBC client to browse, and make changes to your database
files. This can include doing mass changes to a dataset, or importing
new records, or even deleting / updating records. It would not take a
large amount of time for a programmer to write an application that
would read in an excel or csv file, and import those records into the
database. However, you must use a decent amount of caution when doing
this, since there is no Undo, and you are effectively bypassing all of
the error-checking that was put in place by Epicor Â– especially when
it comes to duplicate part numbers. If you make a mistake, the
database will be rather unstable until the errors in the data are all
resolved and fixed. We have done a decent amount of this on our own
system, and in the end it has saved us an enormous amount of time in
the form of data entry. Some of the stuff that we have successfully
messed with using ODBC is: accounting, customers, inventory, product
Configurator inputs, product Configurator rules, and some other things
that I cannot think of at the moment. Hope this helps point you in
the right direction.

At the bare minimum, to import a parts list to the database, you would
need the data in some sort of spreadsheet format (Microsoft Excel
works the best), and format / normalize the data so it is in an
identical format to the internal structure of the database. From
there you would need to write an application (or perhaps one exists
from a third party, we wrote ours in-house), that would pull the data
from an excel or csv file, and insert it into the database. At this
point distributing the application we use internally is not a
possibility, since it is in a very "rough" form, since I am the only
one using it, and a lot of the program is tailored to our individual
needs.

We can also say (with a decent amount of confidence) that anything in
the database can be inserted / modified / moved. This includes
transferring the Configurator between test and live databases. Have
tried it, and did it successfully. Â–Epicor will tell you this is
impossible if you ask them.

>
> Mark Wonsil <mark_wonsil@...> wrote:
> Kelly asks:
> > Does anyone know of a way to import large amount of new data and add
> > it to a table or do a mass change to data in a table in Vantage 8.0?
> > For example, I have 19,000 parts I want to add to the Part table. Do
> > I have to manually type all 19,000 parts into the system or can I
> > import them somehow? What kind of tools would we need to import data
> > if possible?
>
> Of course Epicor can sell you migration tools/services. There's a

run-time

> portion to buy, the maps that Epicor creates, and you can optionally

get the

> tool that creates the maps. (EDI folks should be used to this model...)
>
> Our part import is going to less than that number of parts so it

makes it less

> attractive financially. Entering a lot of parts by hand is also

unattractive

> because of time/errors.
>
> Today I am testing a load of 2000 parts with a Windows automation

program

> called Macro Scheduler. I've created a Vantage user called Migration

(so the

> window locations remain constant) and the program logs on as that

user, reads

> records from a text file, and sends the mouse movements, clicks, and

fills

> fields. I put a pause at the end of every tab to let users make any
> corrections. It still takes time but it's less error-prone than entering
> everything by hand.
>
> There are several Windows scripting programs out there but this

program has

> the capability to create an exe of the script, so you can have

several people

> running the script at the same time.
>
> If you want more information, go to: www.mjtnet.com. (I have no

financial

> interest in or relationship with this company.) The version that

creates exe

> files is < $200 (compared to several 1000s for the Epicor tool).

You'll still

> need to learn their scripting language but at least you're entering

things

> into the regular interface so there are no data conversion surprises

like I've

> read on this list.
>
> I'd still use any functionality that comes with Vantage (Get Details

| Import;

> Paste Insert) but this tool seems to fill the gaps for projects like

this.

> Just some food for thought.
>
> Mark W.
>
>
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You

must have already linked your email address to a yahoo id to enable
access. )

> (1) To access the Files Section of our Yahoo!Group for Report

Builder and Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.

> (2) To search through old msg's goto:

http://groups.yahoo.com/group/vantage/messages

> (3) To view links to Vendors that provide Vantage services goto:

http://groups.yahoo.com/group/vantage/links

>
>
>
> SPONSORED LINKS
> Manufacturing software Membership database software

Database mortgage software Pda database software Database
management software Database marketing software

>
> ---------------------------------
> YAHOO! GROUPS LINKS
>
>
> Visit your group "vantage" on the web.
>
> To unsubscribe from this group, send an email to:
> vantage-unsubscribe@yahoogroups.com
>
> Your use of Yahoo! Groups is subject to the Yahoo! Terms of

Service.

>
>
> ---------------------------------
>
>
>
>
>
> ---------------------------------
> Yahoo! Messenger with Voice. PC-to-Phone calls for ridiculously low

rates.

>
> [Non-text portions of this message have been removed]
>

system · April 3, 2006, 9:56am

Did you write the script from scratch with the commands provided? Or, is there a way to record your actions in Vantage and have the script 'automatically' get created?

Thanks,
Kelly Potratz

Mark Wonsil <mark_wonsil@...> wrote:
Kelly asks:

> Does anyone know of a way to import large amount of new data and add
> it to a table or do a mass change to data in a table in Vantage 8.0?
> For example, I have 19,000 parts I want to add to the Part table. Do
> I have to manually type all 19,000 parts into the system or can I
> import them somehow? What kind of tools would we need to import data
> if possible?

Of course Epicor can sell you migration tools/services. There's a run-time
portion to buy, the maps that Epicor creates, and you can optionally get the
tool that creates the maps. (EDI folks should be used to this model...)

Our part import is going to less than that number of parts so it makes it less
attractive financially. Entering a lot of parts by hand is also unattractive
because of time/errors.

Today I am testing a load of 2000 parts with a Windows automation program
called Macro Scheduler. I've created a Vantage user called Migration (so the
window locations remain constant) and the program logs on as that user, reads
records from a text file, and sends the mouse movements, clicks, and fills
fields. I put a pause at the end of every tab to let users make any
corrections. It still takes time but it's less error-prone than entering
everything by hand.

There are several Windows scripting programs out there but this program has
the capability to create an exe of the script, so you can have several people
running the script at the same time.

If you want more information, go to: www.mjtnet.com. (I have no financial
interest in or relationship with this company.) The version that creates exe
files is < $200 (compared to several 1000s for the Epicor tool). You'll still
need to learn their scripting language but at least you're entering things
into the regular interface so there are no data conversion surprises like I've
read on this list.

I'd still use any functionality that comes with Vantage (Get Details | Import;
Paste Insert) but this tool seems to fill the gaps for projects like this.
Just some food for thought.

Mark W.

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal Reports and other 'goodies', please goto: http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto: http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto: http://groups.yahoo.com/group/vantage/links

SPONSORED LINKS
Manufacturing software Membership database software Database mortgage software Pda database software Database management software Database marketing software

---------------------------------
YAHOO! GROUPS LINKS

Visit your group "vantage" on the web.

To unsubscribe from this group, send an email to:
vantage-unsubscribe@yahoogroups.com

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service.

---------------------------------

---------------------------------
Talk is cheap. Use Yahoo! Messenger to make PC-to-Phone calls. Great rates starting at 1¢/min.

[Non-text portions of this message have been removed]

Topic		Replies	Views
Mass changes to BOM Yahoo Archive	15	941	April 18, 2002
Vantage 6.1 - importing p/n's & descriptions from excel Yahoo Archive	6	487	June 24, 2009
Automated input tool for Vantage / Excel Yahoo Archive	3	280	October 28, 2004
Importing records Yahoo Archive	3	306	March 26, 2009
Material BOM Import into Vantage Yahoo Archive	5	670	May 17, 2005

Importing new data or doing a mass change

Related Topics