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QUESTION:I am in the process of adding a new Branch and need to update all Product Groups with the new General Ledger codes for the new Branch. is there a way to import these General Ledger codes rather than having to manually add each one?

ANSWER:

To import a list of GL codes to then update the Product Group Branch GL settings, perform the following:

  1. Obtain a copy of the Import template file (default name is sysogrpacc.csv)

a. From the ProStix main menu select System Administration then Utilities then Run a Program 

b. The Run a Program" field will be displayed. Enter sysogrpacc.p in the "Which Program ?" field, then press <enter>

c. The "Export Product Group G/L Accounts" screen will be displayed. Filter using the From/To Product Group and/or the From/To Branch. Then <F1> to run.

Note that the default settings will export all product groups and branches

d. A Question, as per screen print below, will be displayed. type y to continue. The program will run, and when completed, return screen to the Utilities menu


2. Access and update the sysogrpacc.csv file, as created in step 1, with the relevant GL codes

Once completed save a copy to the /prostix/dmp/ directory with the filename sysigrpacc.csv on the Linux server that is hosting ProStix.


3. Import the sysigrpacc.csv file (as created in step 2) into ProStix.

a. From the ProStix main menu select System Administration then Utilities then Run a Program 

b. The Run a Program" field will be displayed. Enter sysigrpacc.p in the "Which Program ?" field, then press <enter>

c. The Import Product Group G/L Accounts screen will be displayed with default settings as per screen print below. <F1> to run.

d. To allow a final check, A question will be displayed on screen (as per screen print below). Review and then type y to continue


e. The program will run, and when complete, return to the Utilities menu screen.

f. Check the /prostix/dmp/acc_import_err.txt to ensure there were no errors during the import


IF THIS FAQ DOESN’T RESOLVE YOUR ISSUE:

Contact Sterland Support.