Data uploads – Franchisee datasets - Sales History /Transaction Listing (stock movements)
Data uploads – Franchisee datasets
Once the files are released to load you will get an email as below, showing that the files are saved in the SharePoint directory for you to upload.
PS. These assume that all MDM data have been replicated to franchisee dataset prior to uploads, and Warehouse, Territory & Rep codes setup.
All CSV files should be down loaded to local drive, C:\tmp
Sales History / Transaction Listing (Stock Movements)
Use csv file as is |
look out for Column C and G - blank |
Upload Single first |
Check this line is loaded correctly |
Upload All |
Later - Build sales history - Run AR.M097 -Task list #29 |
Later - Load CRM data - Run CRM.M009 -Task list #36
Make sure the warehouse Upload the csv and Run Errors showing up, send error data upload to Wayne PS. PZ items are in error ie, store directly purchased items Check the first line, if ok upload all after Build SO history – run after hours
Run ‘Load CRM’ can be done now – this is illustrated in another task
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