Group uploading of counterparties from an Excel file for BAS configurations on controllable forms (Small business, BAS PMC, BAS UT 3.2 and others)

Group uploading of counterparties from an Excel file for BAS configurations on controllable forms (Small business, BAS PMC, BAS UT 3.2 and others)

UAH 5 600
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It is called from the list form of the directory of counterparties. It has settings for matching the data in the columns of the xls file with the data in the directory Counterparties and Contact persons of counterparties.

Implemented for normal and managed forms.


Processing "Group download of counterparties from an Excel file, as well as contact information on counterparties and contact persons of counterparties".


Can be used in BAS configurations on managed forms, namely:
  • BAS ERP. BAS Enterprise Management;
  • BAS UT 3.2. BAS Trade Administration, edition 3.2;
  • BAS KUP. BAS Integrated business management;
  • BAS Small business;
  • Other configurations.

More info


In the list of the directory "Counterparties", the button "Importing counterparties" is added to the top panel.


Fig.1. The button "Import of counterparties" is added on the top panel of the list of the directory "Counterparties".

When you click on the "Import counterparties" button, the processing form "Import of counterparties" opens.


Fig.2. Form of processing "Import of counterparties".

In the "Import counterparties" processing form, in the "File name for downloading" field, specify the required Excel file for import. To do this, go to the selection directory and select the file.


Fig.3. Selection of "xls" file for downloading counterparties.

In the form of processing "Import of counterparties" after selecting a file for downloading, you must also fill in: the parameters for adding addresses to the contact information of individuals; number of start and end of import lines, and default values for new counterparties.

Fig.4. Filling in the settings in the import processing of counterparties.


After filling in the parameters, click "Read file", the table of data received from Excel file for importing counterparties" is displayed. Check the data and click on "Create counterparty cards".




Fig.5. Data table for importing counterparties from Excel file.

As a result, new elements are added to the directories "Counterparties" and "Contact persons of counterparties".


Fig.6. Completion of import of counterparties and adding them to the list of the directory "Counterparties".



The cost of setting: 5600 UAH  

Developer: NCT
www.nct.ua

info@nct.ua

 





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