Data Load

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Tech4 have developed a suite of software for loading master data in to Unit4 ERP.

This software is currently supported on Unit4 ERP Milestone 5, Milestone 6 and Milestone 7.

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The following master data is supported:

1. Employee balances;

2. Positions;

3. Position relation values;

4. Employments;

5. Employment relation values.

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Although Unit4 ERP provides Web Services for loading this master data there are issues with this approach:

1. In order to use these Web Services you have to write software to consume them;

2. They load the master data row by row and so they do not scale well;

3. They do not utilise the benefits of set-based commands that RDBMS"s offer.

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The Tech4 Data Load software avoids these issues by providing:

1. A Server Process for loading the master data;

2. A detailed Excelerator report of the results including any issues encountered;

3. A Screen for viewing and maintaining the loaded data prior to updating the Unit4 ERP master data tables.

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Data can be loaded from tables or from a fixed field format file, both of which can be populated using standard Unit4 ERP functionality in the Batch Input Formatter (BIF) software. A BIF sheet is provided for each type of master data supported and there is extensive documentation included.

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The following screenshot shows an example of the maintenance screen for employment relation values. The screen has three sections:

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1. The header, where you enter the batch id, and you can select the data to show based on row type;

2. The detail, which displays the rows of data being loaded, possibly restricted by row type;

3. The errors, which displays the errors on the currently selected row in the detail section, if there are any.