Setup
To import a file from Giza2020 - there have to be some defaults
All you need is a company called UNKNOWN – with a contact of Unknown. It will create an ‘Order Source’ if it does not exist called ‘Furniture 2020’ – that is on creating the order from the imported order. Once here the customer can change to any company they like in Prima – and it will prompt – do you want to change price (DO NOT CHANGE PRICES) and then they have an order for the customer with all the extra details and supplier details they need. Giza2020 imports only create templated items – and they have a lot of information in the notes per line usually and pricing from the vendor in the buyers notes.
You can now also add a default nominal in admin>system keys>external system keys
Importing Giza 20:20 Orders
Make sure the files exported are in xml v4 or v6 format from Giza 2020 and drop it into the C:\PrimaV6\AdHocXML\2020Giza folder on the machine that runs the EDC.
Where the customer has failed to put a company name (or basically any header information) it has to try to match to something so will match to UNKNOWN and then the customer can create a new company and overwrite the one on the imported sales order.
NEW: the vendor will now be selected if the usually 3 letter vendor code matches against that vendor (in the supplier tab of the vendor company record) e.g. Hon Inc. may have a three-letter vendor code HNN. Also, this will enable the vendor to be set in the sales order line - even if not purchased from that vendor before (it will be created).
Errors Importing
Make sure the EDC is on and it is not still sat in the Giza2020 import folder
If the file does not import it will go to C:\PrimaV6\External\Bad - have a look at the error file to see if you can see any bad characters or a reason why it would not import