This walkthrough provides an overview on how to do the following:

• Import setup data
  
• Import data
• Import opening inventory

Louise's Bakery is implementing JustFoodERP, and wants to test the product before going live. Before testing can start, data needs to be imported into the LouiseBakery_PILOT1 company.

Setup data, regular data, and opening inventory can all be imported using configuration packages.

• A new PILOT company was created with a company status of Testing or Development.

Setup data can be imported into the new company using the JUSTFOOD package. The JUSTFOOD package contains the typical JustFoodERP setup.

Note: If the JUSTFOOD package is not listed on the Configuration Packages window, you'll need to contact your JustFoodERP representative to obtain the package, and then store the package in an accessible folder location.

1. In the Search box, enter configuration packages, and then choose Configuration Packages.

2. Import the JUSTFOOD package.

   1. On the Home tab, choose Import Package.

   2. Navigate to the JUSTFOOD package (PackageJUSTFOOD.rapidstart), and click Open. The JUSTFOOD package is added to the Configuration Packages window.

3. Double-click the JUSTFOOD package.

4. Review and update the package data. This is the data that will be imported in to the LouiseBakery_PILOT1 company.

   1. Select the table that you want to review.

   2. In the Tables FastTab, choose Table>Package Data. The Config. Package Records window opens and lists the data in the package for the selected table.

   3. If required, update the data.

   4. If you don't want to import the data, delete the line (right-click, then select Delete Line).

   5. Click OK. The Config. Package Records window closes.

   6. Repeat for the remaining tables.

5. On the Home tab, choose Apply Package.

6. Click Yes to apply the package. This may take a few minutes.

7. Click OK. Any tables that had an error will be in red. If a table had an error, then the data from that table will not have been applied to the company database.

8. Correct any errors.

   1. Select the table that had the errors.

   2. In the Tables FastTab, choose Table>Errors. The Config. Package Records window opens showing the records that had an error.

   3. Select a line.

   4. On the Home tab, choose Show Error. Make a note of the error so that you can fix it.

   5. Close the Error window.

   6. Correct the data that is causing the error.

   7. On the Config. Package Card window, select the table that had the errors.

   8. In the Tables FastTab, choose Functions>Apply Data.

   9. Click Yes. The package data is now applied to the company database.

      If a value other than zero exists in the No. of Package Records column, then that data was not applied to the company database.

You need to import company data such as customers, vendors, locations, items, etc.

This example is going to show how to import customers.

Note: Prior to this, you may need to import data that will be used by the customer record.

1. In the Search box, enter configuration packages, and then choose Configuration Packages.

2. On the Home tab, choose New.

3. Enter the code.

4. Enter the package name.

5. In the Tables FastTab, enter 18 in the Table ID field.

6. Select the fields that you want to populate.

   1. Select Table>Fields. The Config. Package Fields window opens listing all of the tables in the field.

   2. On the Home tab, choose Clear Included. All of the Include Field check boxes are cleared.

   3. Select the Include Field for fields that you want to populate with data.

   4. Click OK.

7. Export the data to Excel.

   1. On the Tables FastTab, choose Excel>Export to Excel.

   2. Click Yes to export the data to the Excel spreadsheet.

   3. Enter Customers as the name for the spreadsheet and click Save. The Excel spreadsheet opens.

8. Add the records to the Excel spreadsheet, and save.

9. Import the Excel spreadsheet.

   1. Return to the Config. Package Card window, and on the Tables FastTab, choose Excel>Import from Excel.

   2. Navigate to the spreadsheet, and click Open.

10. Review the package data, and update if required.

    1. Select the table that you want to review.

    2. In the Tables FastTab, choose Table>Package Data. The Config. Package Records window opens listing the data in the package for the selected table.

    3. Review the data.

    4. If required, update the data.

    5. Click OK. The Config. Package Records window closes.

11. Apply the package data to the company database.

    1. In the Home tab, choose Apply Package.

    2. Click Yes to apply the package. This may take a few minutes.

    3. Click OK. Any tables that had an error will be in red. If a table had an error, then the data from that table will not have been applied to the company database.

12. If any errors existed, see Correct Errors.

Now that all of the required data has been added to the LouiseBakery_PILOT1 company, the opening inventory can be added so that Louise Bakery can start testing JustFoodERP.

The OPENING INVENTORY package allows you to add inventory. The Item Journal table, in the OPENING INVENTORY package, allows lot numbers, item expiration dates and net weights to be loaded into the Item Journal, and then be posted without adding item tracking.

These steps are going to explain how to add lot numbers and net weights to the data without adding item tracking.

Prerequisites

• Data has been added to the database.

1. In the Search box, enter configuration packages, and then choose Configuration Packages.

2. Open the OPENING INVENTORY package. This package is added when a new company is created.

3. Add the Net Weight field. You need to select the Net Weight field so that it is visible on the Excel spreadsheet.

   1. Select the Item Journal Line record.

   2. In the Tables FastTab, choose Table>Fields. The Config. Package Field window opens.

   3. Select the Include Field check box for the Net Weight field (23019000).

   4. Click OK.

4. Export the Item Journal Line records to Excel.

   Note: Prior to performing this step, you may want to populate the Item Journal window with the items that you want to add lot numbers and net weight to so that the correct data will already be in the Excel spreadsheet. The entry type should be Positive Adjmt.

   1. Select the Item Journal Line record.

   2. In the Tables FastTab, choose Excel>Export to Excel.

   3. Click Yes.

   4. Enter a name for the file, and click Save.

5. Populate the Excel spreadsheet.

   1. Open the Excel spreadsheet that you just created.

   2. Delete any lines that you are not updating.

   3. Make note of the Journal Batch Name.

   4. Enter values in the Lot No. field.

   5. If required, enter the total net weight of the item in the Net Weight field.

      Note: If the Net Weight field is blank, then the net weight will be inherited from the item card. If the Net Weight field is zero (0), then the net weight will remain zero.

   6. Enter TRUE in the Post Using Line-Level Lot No. field for all items that you want to add the lot number and net weight to. This will allow you to post the records from the Item Journal without having to add item tracking.

   7. Save the spreadsheet.

6. Import the Excel spreadsheet.

   1. From the OPENING INVENTORY Config. Package Card window, select the Item Journal Line record.

   2. In the Tables FastTab, choose Excel>Import from Excel.

   3. Select the Excel spreadsheet that you just saved, and click Open. The value in the No. of Package Records field is updated once the spreadsheet is imported.

7. Review the data.

   1. Select the Item Journal Line record.

   2. In the Tables FastTab, choose Table>Package Data.

   3. Review the data.

   4. If required, update the data.

   5. Click OK. The Config. Package Records window closes.

8. Apply the data.

   1. Select the Item Journal Line record.

   2. In the Tables FastTab, choose Functions>Apply Data.

   3. Click Yes.

   4. Click OK.

9. Post the items to inventory.

   1. Open the Item Journal window.

   2. Select the Batch Name that corresponds with the batch name in the Excel spreadsheet.

      Note: If you want to see the lot number and net weight associated with the line, click the Down arrow beside the Home tab, select Help>About this Page, and find the Lot No. and Net Weight fields on the Table Fields FastTab.

   3. On the Home tab, choose Post.

   4. Click Yes to post the journal lines.

      The items have now been added to inventory.

Testing can begin now that the LouiseBakery_PILOT1 company is populated with data. See Working with PILOT Companies and Creating a LIVE Company for information about how to create new PILOT companies and a LIVE company.