For Projects you need to make sure you have everything in including operations, resources and capabilities, phases, then projects. Pay close attention to things like CustnumcustID as I have seen the content of that field giving you problems (eg the project is loaded against the wrong customer)
The other thing you can do is import all of the projects and phases without creating the jobs then go through and update to create the jobs. I think the field is createwbsphasejob for phases and createprojjob for projects.
Be warey of customer contacts and person contacts as you can create duplicates.
Hope that helps
Simon
The other thing you can do is import all of the projects and phases without creating the jobs then go through and update to create the jobs. I think the field is createwbsphasejob for phases and createprojjob for projects.
Be warey of customer contacts and person contacts as you can create duplicates.
Hope that helps
Simon
--- In vantage@yahoogroups.com, "Turgeon, Bill" <bturgeon@...> wrote:
>
> We did it this way two years ago, may have changed since then... but
> beware, if loading open orders & PO's.
>
> The lines will get re-sequenced if there are closed ones.
>
> EX: order 12345 has 4 lines and line 2 is closed, you get lines 1-4 with
> 3 becoming 2, 4 becoming 3, etc.. after DMT runs. PITA!!!
>
>
>
> GL Stuff
>
> Part
>
> Partwhse
>
> Vendor
>
> Vendor Remit To
>
> PartPlant
>
> Customer
>
> Shipto
>
> PartRev
>
> PartOpr
>
> PartMtl
>
> QtyAdj
>
> CostAdj
>
> CustomerPriceList
>
> CustPartXref
>
> FixedAssets
>
> OpenAP - just before go live
>
> OpenAP - just before go live
>
> Open POHead
>
> PODetail
>
> PORel
>
> Open OrderHead
>
> OrderDtl
>
> Order Release
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of todd@...
> Sent: Wednesday, July 31, 2013 2:20 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] File upload sequence into E9 using DMT?
>
>
>
>
>
> We are moving from Vantage 6.1 to Epicor. We are taking this opportunity
> to "scrub" our Vantage data before uploading into Epicor using DMT. For
> those tables where data doesn't exist, we obviously will be creating
> from scratch using the DMT templates.
>
> Does anyone have information related to file upload sequence? BTW, we
> will be implementing most modules.)
>
> Thanks
> Todd Gilbert
> MASS Precision, Inc.
>
>
>
>
>
> [Non-text portions of this message have been removed]
>