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import_and_export:importing_requisitions [2021/08/11 11:34] – Gary Willetts | import_and_export:importing_requisitions [2021/10/08 09:32] (current) – Gary Willetts | ||
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This is a way to import standard customer requisitions (response). Requisitions created by this import are not connected to any internal order. You cannot import internal orders (request requisitions), | This is a way to import standard customer requisitions (response). Requisitions created by this import are not connected to any internal order. You cannot import internal orders (request requisitions), | ||
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The first row of the spreadsheet is for the column headers and is **not** imported. | The first row of the spreadsheet is for the column headers and is **not** imported. | ||
- | There must be 6 columns in the spreadsheet, | + | There **must be 6 columns** in the spreadsheet, |
- | ^ Column number | + | ^ Column number |
- | | 1 | A | Customer code | **Mandatory**. 20 alphanumeric characters. The code of the customer the requisition is for. | | + | | 1 | A | Customer code | **Mandatory**. 20 alphanumeric characters. The code of the customer the requisition is for. When the value in this column changes, mSupply will begin a new requisition. | |
| 2 | B | Customer name | Optional. The name of the customer the requisition is for. | | | 2 | B | Customer name | Optional. The name of the customer the requisition is for. | | ||
- | | 3 | C | Item code | + | | 3 | C | Item code |
- | | 4 | D | Item name | 255 alphanumeric characters | | + | | 4 | D | Item name |
- | | 5 | E | Customer current stock on hand | Integer. | | + | | 5 | E | Customer current stock on hand | Optional. |
- | | 6 | F | Quantity requested | + | | 6 | F | Quantity requested |
- | Here is an example spreadsheet you can use (contains no property columns, only the standard mSupply columns): {{ : | + | Rows belonging to the same requisition must all be grouped together in the spreadsheet; |
+ | |||
+ | Here is an example spreadsheet you can use (contains no property columns, only the standard mSupply columns): {{ : | ||
- | <WRAP important center round 90%> | ||
- | When entering dates in the spreadsheet, | ||
- | </ | ||
===== Doing the import ===== | ===== Doing the import ===== | ||
- | Go to the //File > Import > Import | + | Choose |
- | {{ : | + | {{ : |
- | mSupply uses the **code** field to determine whether the asset being imported is a duplicate; an asset with the same code as one already in the database is determined to be a duplicate. Any assets with no code are ignored during duplicate checking i.e. an asset with no code can //never// be a duplicate and will always be imported as a new asset. In the //If duplicate codes are detected// section you tell mSupply what to do if it encounters a duplicate asset during the import: | + | The //Value// column shows the values |
- | * **Import as new asset:** this option will import the duplicate as a new asset | + | |
- | * **Skip the duplicate without asking:** the duplicate will not be imported and that row of the spreadsheet will be ignored | + | |
- | * **Stop the import:** as soon as a duplicate is encountered, | + | |
- | * **Update the existing asset:** the asset that already exists with the code in the database will be updated with the information contained in the spreadsheet row. A new asset will not be created. BE CAREFUL WITH THIS OPTION: if a cell is blank in the spreadsheet then the corresponding value is removed from the asset (if it had a value set for it), not left as it is. | + | |
- | + | ||
- | The //Field// column of the table shows you all the columns that mSupply has detected in your import file, the //Value// column shows the values | + | |
You can carry out the import by clicking on the **Import now** button or cancel it by clicking on the **Cancel** button. | You can carry out the import by clicking on the **Import now** button or cancel it by clicking on the **Cancel** button. | ||
- | When the import has finished you will be shown a message telling you how many assets | + | When the import has finished you will be shown a message telling you how many requisitions |
- | + | ||
- | <WRAP info center round 90%> | + | |
- | All the assets created by the import will have the text " | + | |
- | </ | + | |
\\ | \\ |