Exporting and importing supplier rebate configuration data

Use the Export and Import Configuration Data form to manually export supplier rebate configuration data from an existing tenant and then import them into a new tenant.

  1. From the main menu, select Master Explorer > Supplier Rebate > Utilities > Export/Import > Configuration > Export and Import Configuration.
  2. Select the action to perform.
  3. By default, all configuration data are selected. Verify the correct configuration data selection for the action you must perform.
    Note:  For the export process, all selected Infor M3 Supplier Rebate configuration data are exported into one JSON file. The file is saved into the Downloads folder of your local machine with the default name format of SRConfig_yyyyMMddHHmmss. The grid shows the number of records exported for each configuration.
  4. For the import process, select from the two options:
    • Purge Existing Data

      This option removes the existing configuration data in the tenant before executing the import process.

    • Use Company from Process Defaults Settings

      This option overrides the company that is indicated in the import file with the company code that is specified in the Process Defaults form.

  5. Click Process.
  6. From the import dialog box, select a file from your local machine. Click Upload.