Upload Utilities
Expandable’s UPLOAD UTILITIES streamline input for data-intensive transaction entry by providing for the posting of transactional information from third party software products and other sources to the Expandable database. Existing internal transaction editing and posting functionality is used to complete the process.
The Upload Utilities ensure data integrity and provide virtual integration to peripheral systems at local or remote sites.
The utilities come with a set of pre-defined macros for the corresponding Expandable update transaction screens. Each macro defines a transaction normally entered through the computer keyboard or scanning device.
Transaction input is passed in delimited files.
MODULE FEATURES
SO Shipments
- Posts shipping transactions via Shipment/Returns Entry
PO Receipts
- Posts receipt transactions via Receipts Entry
Time Charge
- Posts time card transactions via Time Charge Entry
WIP Transactions
- Posts job and operation completion transactions via WIP completion Entry
Price List
- Uploads new price information from Excel into Sales Order Price List module
GL Budget
- Posts budget amounts from a tab delimited file via General Ledger Budget Editor
Journal Voucher
- Creates General Ledger Journal Vouchers from files in fixed ASCII, comma delimited or ADP format
Tax Rate
- Imports tax rates from a flat file provided by Avalara or Taxware
MPS Sales Forecast
- Uploads Master Schedule into Master Production Schedule (MPS) from Excel spreadsheet
Part Plan
- Provides the ability to enter production requirements directly to a pre-defined Excel spreadsheet for upload into the Part Plan File
Part Master
- Posts parts listed from a flat file to the Inventory Control Part Master
Customer Part
- Posts Customer Part Cross References to the Sales Order Customer Parts
Vendor Part
Bill of Material
- Posts Bill of Material (BOM) to the Product Data Control Data Bill of Material
Serial Number Cross Reference
- Posts assembly-component serial number cross-references from a tab delimited or Unicode text file as if the Serial Number Cross Reference Editor function posted the cross-references
Sales Order
- Loads Sales Orders from a tab delimited or Unicode text file
Remittance Entry
- Writes customer checks to the AR Check table and Check Register table
Requester-Approver
- Loads Requestors-Approvers Records from a tab delimited or Unicode text file via the Requestors-Approvers Editor
Requisition Routing
- Loads Requisition Routing Records from a tab delimited or Unicode text file via the Requisition Routing Editor
Alternate Approver
- oads Alternate Approvers Records from a tab delimited or Unicode text file via the Alternate Approvers Editor
Alternate Buyer
- Loads Alternate Buyers Records from a tab delimited or Unicode text file via the Alternate Buyers Editor
Employee Master
- Loads Employee Master Records from a tab delimited or Unicode text file via the Employee Master Editor