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Evo-ERP and DBA Classic >> Evo Menu & Evo-ERP >> Import Item EVO Notes
http://www.istechforum.com/YaBB.pl?num=1354208962

Message started by BethanyW on 11/29/12 at 10:09:22

Title: Import Item EVO Notes
Post by BethanyW on 11/29/12 at 10:09:22

Is there a way to import EVO Notes for Items?

Title: Re: Import Item EVO Notes
Post by Kelloggs on 11/29/12 at 14:36:46

I don't think so.
but you can do it via sql. The name of the table is ISNOTES
and the id is BKICMSTR Plus the Item ID

:-[

PD: check with ISTECH

Title: Re: Import Item EVO Notes
Post by Lynn_Pantic on 11/30/12 at 08:31:48

Because of the way the notes are currently stored in the WBTRVMEMO file it is not possible but we are working on a change to the structure for the next (year end) update that will store the actual body of the note in the ISNOTES file at which time the import will be possible.

Title: Re: Import Item EVO Notes
Post by BethanyW on 11/30/12 at 10:12:25

Thanks to you both!

Title: Re: Import Item EVO Notes
Post by shadowcaster on 07/12/13 at 08:24:46

I have about 5000 items I want to do notes for.

What version do I have to be on to be able to do note import ?

Oh I see I need the latest one.

anyone tried it yet ?

JW

Title: Re: Import Item EVO Notes
Post by shadowcaster on 08/21/13 at 07:46:40

Really need to do some note imports.
Anyone have any suggestions on how to go about doing this ?

Title: Re: Import Item EVO Notes
Post by David Waldmann on 08/21/13 at 12:13:09

I will have Bethany get in touch with you - she's done quite a lot with it. From what I understand, it's a real pain, but definitely doable.

BTW, you do have to be on the next most recent update (March/April?).

Title: Re: Import Item EVO Notes
Post by BethanyW on 08/22/13 at 05:34:52

Sorry shadowcaster, somehow I didn't see your first post. I'm certainly no expert so there may be a better way, but this is what I've found to work.

I suggest using the general import program (UT-A > T7GENIMP) with your import file. For fields:

ID - first 8 characters is table name (append a space if the table is only 7 characters), the rest identifies the record in the table (usually just the ID, but in the case of lines for sales orders, etc. it's slightly more complex)
TYPE - note type (e.g. CSN, STD, HID)
CDATE - not required, but recommended: as far as I can tell, should be the date of note creation
CTIME - same as above: time of note creation
CWHO - same as above: user who created note
ALPHA - the actual note

If you think you ever might want to change the note via import, make sure each note can be identified in one of the following ways:

ID + Type (Key)
ID + Type + CDate (Key2)
ID + CDate (Key3)
ID + Contact (Key4)

If you haven't used the general import program before, or have any questions, let me know.

Title: Re: Import Item EVO Notes
Post by shadowcaster on 08/23/13 at 08:19:11

Wow thanks.

That's sure gives me a place to start !