Coming from our old ERP, built in house, each employee has an Employee ID, how can I get this ID to come over into Epicor to be the same across Contact and Employee Person ID Code?
I have copied the structure into Excel from both Employees and Contact, placed all of our employees in both excel documents, and inserted them, I get duplicates bringing them in (even though I have deleted all contacts and employees) and some fields that just won’t insert properly.
Is there any way to correctly clear/delete all contacts and employees
1a. Why is it that when you clear/delete them, they are not really gone?
Is there a way to import them and have them use the Id/EmpID/Resource, etc I chose
I want that number to match both in Contacts and Employees, can it be done?
We enabled Global PerCon there was a setting in Multi-Company to enable it. But I remember the whole linking was quite an effort. I have my templates somewhere.
In an upcoming transfer from E9 to E10 (with a brand-new fresh PerCon table), we’re looking at something like:
Create a list of Percon records starting with an ID of 1 and making the name "Unused " + the ID num. Numbers run to at least the highest PerCon ID in E9.
Then when we copy the E9 PerCon records, we DMT update the records onto the newly existing E10 PerCon records.
Then we query out anything with “Unused” in the name and DMT delete it.
That way the IDs stay the same from E9 to E10 and there’s no reason to have to map anything from old number to new number.
Caveat 1: You can’t start at 1 if you have previously had any records in PerCon – it just sets up the next highest number.
Not sure if it is what you’re seeing with DMT, but some DMT “uploads” used to ignore key fields you supplied and create their own.
First example, When adding customers, You only supply the CustID. E10 will automatically make assign the customer number. So if your data from your old system looks like:
Then afterwards, you’d go back and delete Customer “3”.
Adding OrderDtls would do the same. If my DMT data skipped a line, all the subsequent lines would be created with a OrderLine that does match my data. Then when you go to upload Release info, they’re totally mismatched.
sadly cancelling the request, since I have imported a few times already, the person/contact ID #'s stay behind, even if they have been deleted, so they continue to increase so I have to do everything 1 by 1, so annoying
sadly cancelling the request, since I have imported a few times already, the person/contact ID #'s stay behind, even if they have been deleted, so they continue to increase so I have to do everything 1 by 1, so annoying. Also, there are a few skips in the ID’s from our database, so I can’t do anything in increments, so horrible.
I’ve also stored the old PerCon ID in an unused field like “IM” in the export. Then after importing into the new environment I’ll dump PerCon with a BAQ and copy to a spreadsheet, where I’ll create a map of “old” to “new” PerCon IDs. Then use that make for a vlookup in excel to replace PerCon IDs in customers, employers, etc.
It’s a bit of work since PerCon touches so many places, but doable.
