Specifying Import Parameters

Use these steps to set up the connection information to the external application database:

  1. In the Import Parameters form, specify this information about the external database:
    Server
    Specify the name of the SQL server that contains the external application database.
    Source Database
    Specify the external application database name.
    Schema
    Specify the external database schema name. This value defaults to dbo but can be modified for your external application. 
    Login and Password
    Specify the user name and password used to log into the SQL server that contains the external application database.
    Source Site
    Specify the name of the site from which data will be imported into the CloudSuite Industrial target database through the Import Data Transfer form.
    Source Data Imported
    This field indicates whether the source data from this connection has been imported. This field is selected after the initial run of the Preliminary Data Transfer has completed. Wait until the field is selected (indicating that the transfer is complete) before you continue with the next step. Preliminary Data Transfer can be performed only when this field is not selected. If an incorrect rule was applied during a data transfer (and the imported data is therefore wrong), or if any change occurs to data in the source database, clear this field and run the Preliminary Data Transfer again to fetch the source data again.
  2. Specify the folder path where the Data Assessment Report is saved when it is generated on the Import Data Transfer form.

    See Generating the Data Assessment Report.

  3. Click Test Connection.

    The login connection to the database is tested. If the test succeeds, the message "Test connection succeeded" is displayed. If a failure message is displayed, correct, save and retest the information.

  4. Specify a Miscellaneous Receipt Reason Code that is applied to all receipt transactions during the preliminary data transfer.
  5. Specify a Miscellaneous Issue Reason Code that is applied to all issue transactions during the preliminary data transfer.
  6. Select the appropriate options to allow during the import:
    • Select Allow Job WIP to add Job Materials on the go if you want to add new job materials into the job BOM.
    • Select Allow non-inventory Items on Current Materials if you want to add non-inventory items to the current BOM.
    • Select Allow non-inventory Items on Customer Orders if you want to add non-inventory items to customer orders.
    • Select Allow non-inventory Items on Job Materials if you want to add non-inventory items to the job BOM.
    • Select Allow non-inventory Items on Purchase Orders if you want to add non-inventory items to purchase orders.
    • Select Use Cost on Job Materials if you want to use the cost from the job materials record, instead of the cost from the item record.
    • Select Vendor required on Purchase Orders if you want to require a vendor on imported purchase orders.
  7. Save your changes.
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