Import Setup

The Import option allows your organization to define the import types to be used in the system. Imports can work with standard New World ERP formatted files natively. Files not formatted in a standard New World ERP format can be handled using a .dll file for imports.

During the installation, the standard import .dll files are stored in the C:\Program Files\New World Systems\New World ERP\ImportExport\Import\StandardDLLs\ folder, but the import types used will need to be set up to use these files. This setup is similar to the way standard forms are set up.

To set up import types, follow the steps below:

  1. Go to Maintenance > new world ERP Suite > System > Import/Export > Import Type List.
  2. On the Import Type List page, click New to create a new import type or click the Import Type Name hyperlink to edit an existing import type. The General page opens first, by default.
  1. The Active check box is selected by default. Clear the check box only if you want to define the import type, but not use it at this time.
  2. Select an Import Type Usage value, which is required. Select one of the values displayed in the list (e.g., AP Invoices, Journals, etc.).
  3. The Import Name is also required. Enter a value that will help you identify the import type you are defining. It may contain 64 characters. This is the name that you will see when you select an import type during processing.
  4. The Custom DLL value is the full path to the DLL used to transform the external import file into the standard XML input file for the import. The path must be for the application server. See the table Import Values for Standard Files for the standard values. The translator tool loads this file; it tells the tool how to translate the data.

    The Custom DLL and Custom Class fields will be blank if the import file is in the New World ERP standard format.

  5. The Custom Class value is the name of the class in the Custom DLL that will be used to perform the import file transformation. See the table Import Values for Standard Files for the standard values.
  6. The Error Limit indicates the maximum number of errors allowed by this import type. If it is left blank, no error limit is used. The acceptable value range is 0-999.
  7. The Time Out (seconds) value is the maximum number of seconds to allow for transforming the import file. If this field is left blank, no time out is used. The acceptable value range is 0-9999 seconds.
  8. The Maximum Batches to Archive field is used to tell the system how many successfully processed import batches to retain. If it is left blank, there is no maximum amount that can be archived. The acceptable value range is 0-99. When the limit is reached and a new batch is archived, the system deletes the oldest batch to make room for the next one.
  9. Click Save.

The Mapping option is used to link identical values that are expressed differently. It is most frequently used for information defined in master files and validation sets.

For example, the New World ERP software uses two-letter abbreviations for all states. If the file being imported uses a different abbreviation standard, then the Mapping function can be used to tell the New World ERP software that Michigan designated as Mich in the incoming file is identical to the MI value it uses.

  1. The available values in the Table and Field drop-down lists are filtered based on the Import Usage Type that was selected on the previous page. Select the Table and Field you want to work with and click New or click the Original Value hyperlink to edit an existing value. The Import Type Mapping dialog box opens.
  2. In Original Value, enter a value that is how the item is recorded on the file being imported. In the example above about state abbreviations, Mich would be entered here to show how Michigan is recorded on the incoming file.
  3. The New Value is also required. The values here are values that have been defined for the Field you selected on the Mapping page. In this case, you would select MI - Michigan.
  4. Click OK to save the entry. It then appears on the Mapping page.

The entries in the Original Value column are hyperlinks. Click the link to edit the entry.

See Also

Import Values for Standard Files

Export Setup

Import/Export Process

Translation Accounts