Mike, you can use the customer/contact import for bringing in your customers from excel. Its not perfect in that you can't upload certain fields (like customer group, billing terms) and on the initial load it will set all customer types to suspect and put every customer on credit hold. which can be fixed with a SQL update or BPM. As soon as orders are entered against the customer Epicor will automatically change the "suspect" type to "customer"
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It will default the billing terms to the first one in your terms setup file as this is a required field for setup of the customer master
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Other then those few things the import works well
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As for the supplier side, unless you use service connect or are brave enough to tackle with SQL and ODBC there is no other way except to key them in
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It will default the billing terms to the first one in your terms setup file as this is a required field for setup of the customer master
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Other then those few things the import works well
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As for the supplier side, unless you use service connect or are brave enough to tackle with SQL and ODBC there is no other way except to key them in
--- On Fri, 10/23/09, Michael Doyle <doily2oo5@...> wrote:
From: Michael Doyle <doily2oo5@...>
Subject: [Vantage] Re: Importing Excel data into a UD Table
To: vantage@yahoogroups.com
Date: Friday, October 23, 2009, 11:48 AM
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Thanks for the input. I would like to migrate supplier and part master from Vista 4 to E9 via Excel but unfortunately see no method to accomplish that via a simple copy/paste. Any ideas from those who've migrated data? I've heard that service connect is a great means to migrate data but I like the copy paste option much better if possible. Thanks.
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Mike Doyle
Lattice Materials LLC
406-556-5759
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