On Fri, Dec 27, 2019 at 9:30 AM fmiser <fmiser(a)gmail.com> wrote:
Please find attached a replacement
'import_csv.pm' to be placed
In looking at the file, I see that "goods" has this listed after it.
[ qw/ partnumber description unit listprice sellprice lastcost
weight notes makemodel assembly alternate rop inventory_accno
income_accno expense_accno returns_accno bin bom image drawing
microfiche partsgroup avgcost taxaccnos / ]
I'm suspecting the "qw" is not part of the field list - correct?
That's correct: [ qw/ a b c / ] is a Perl construct and is the same as [
'a', 'b', 'c' ].
So my CSV should have a header row, then on row 2 have
"description", etc on up to "taxaccnos"
Then, it appears I will also have to use the
"inventory" script to
get "onhand" and "purchase_price" imported, correct?
What's a good way to figure out the values for
"income_accno", "expense_accno", and "taxaccnos"?
Ah. Sorry, I forgot to add that bit of description. The best way to find
the values is to look at the screens for "Add Part", "Add Service" and
Overhead". On the "Add Part" screen, on the left, there are 4 drop down
lists: Inventory, Income, COGS (=expense_accno) and Returns. The dropdown
lists provide the available accounts in the format
"<accno>--<description>". For the values in the upload, you just use
bit before the "--"; so, just the <accno>.
Below the 4 dropdowns, there's a section listing taxes. These are not
drop-downs, but a series of checkmarks with a label
"<accno>--<description>". The value of "taxaccnos" is a
list of the taxes you want to check. E.g. you have 5 taxes with numbers
ranging 1101 to 1105, a valid value for "taxaccnos" could be
check the 1102 and 1104 accounts.
By looking at
the "parts" table psql I see the first 3 - but I'm not sure about
"taxaccnos". Where do I find that?
I've tested the script by uploading an
"overhead" on 1.6.17. The
version difference should matter little, because the import file
hasn't seen much churn over the 1.6.x release cycle.
There's no menu option, but here's how to upload goods (=parts
that are not services and not overhead):
The instructions look manageable. I don't have time to test it
tonight, but hope to give it a trial run really soon!
This is wonderful - thanks!
Let me know how it works out!
-- Hosted accounting and ERP.
Robust and Flexible. No vendor lock-in.