Introduction
This article contains information regarding work with the Import data application in reference to the import of classifications and related level descriptions. The procedures describe the order of performing steps that should be observed when executing the import, as well as the information regarding possible requirements and results.
Classification structure presents principal and subordinate relations between objects. It specifies the order of objects in the system and can be composed of several levels. The classifications are composed of nodes which are interdependent. The parent node is always called folder. The node below the last folder is called leaf.
Detailed information regarding data import, including descriptions of fields and buttons, can be found in Data import article.
Classifications
A series of classifications is available in the system. One business object corresponds to each classification and reflects it, that’s why each classification must be imported separately. The classifications are composed of attributes.
With few exceptions, classifications have references to organizations and most of them handles the mechanism of replication for shared data. It means that for organization X, it is possible to specify that a given special classification will be handled by the parent organization Y. Technical codes for these classifications are composed of the following attributes: path + organizationalUnit or
parent + code + organizationalUnit. If a node is created for organization Y, it is automatically replicated for organization X. As in the case of the most of base data (except for items and partners), also the import process for each organization must be executed separately, so that it is possible to verify errors with the use of the application.
For the classifications subject to replication and whose data is shared by many organizations, the import process should be executed only in the organization handling data. For all inheriting organizations, nodes are created automatically.
Further attributes can be added to each classification. Classification data import file must also contain required extension attributes.
It is all possible to add own, customized classifications. They can be created, for example, by adding additional fields in Items application or parameters for production structures. The article contains also the description of the process of importing non-standard classifications.
Descriptions of levels can be assigned to each organization. They are imported in a separate file, independent from nodes and leaves.
Procedure
Below, the types of classifications import are presented:
OQL searching is not available for the export. Classifications must be exported on the basis of OQL query. The following example presents export of Sales RFQs classification 5 for 0000 organization.
select distinct h:guid, h:path from com.cisag.app.purchasing.obj.RequestForProposalHierarchy5 h join com.cisag.app.multiorg.obj.Organization o on h:organizationalUnit=o:guid where o:code=’00000′ order by h:path
Nodes, leaves and description of classification levels depending on an organization should be imported only by the organization responsible for data edition. In such case the data will be replicated for the inheriting organization.
Data import procedure
- Open Import data application
- Select filter or one of filters for the business object corresponding to a given classification. The list of business objects can be found in chapter Business objects of system classifications.
Filter for importing data will be displayed in the application window. - Attributes selected for the filter are active. If needed, at this stage, it is possible to edit the attributes.
- Click on [Import data] button on the standard toolbar.
Import data window is opened. - In the opened dialog window, it is possible to configure the settings for file import. Detailed information regarding data import, including descriptions of fields and buttons, can be found in article Data import, in Data import chapter.
- Click on [In batch] button in the displayed dialog window, in order to start the import.
If in the filters searched by the user, the system does not find required business object, then, with the use of [Search] button, in the docked window, it is necessary to search the given area and then save the filter as a new one. However, it must be remembered that the set of available filters does not contain all business units, but only part of them as predefined values. Other business units must be searched and saved as a new filter.
When importing data, the option of batch processing is available only for data independent of each other.
Attributes required in import process
For each business unit it is necessary to indicate at least:
- Identification attribute (Secondary Key)
- Mandatory fields
For the import, it is required to use lot attribute, not code. The code attribute will be specified automatically on the basis of the path attribute.
Without identification attributes it is impossible to assign a business unit and in case there is no mandatory field, it is not possible to continue the process without edition correction. The list of mandatory fields and identification attributes of particular business objects can be found in chapter Import of system classifications without extensions.
There are also relations with other business objects which do not belong directly to the business unit of a given classification (relations through external keys, marked in italics in the filter). To activate such relations, it is necessary to select identification attributes of that business object in the filter. The data associated with external keys cannot be imported together. They must be already available in the system. If through the relation of an external key, attributes different that their identification attributes are indicated, they will be omitted.
If the base key of a business object is partially or fully composed of external keys, then in the import file, the business object associated with that external key must be activated through its identification attributes.
Key of the classification depending on an organization has organizationalUnit attribute. this attribute refers to the organization which is specified through the identification, that is by a string of characters (String).
Order
It is important that in the import file, before selected node, there is parent node A or that it is already existing in the database.
allowed:
path description
A …
A-1 …
not allowed:
path description
A-1 …
A …
Import of system classifications without extensions
In the import file, all identification and mandatory attributes of a given classification must be specified.
Tabulated summary
Identification fields and mandatory fields
Attribute path | Description | External key relation |
---|---|---|
path (K) | Identification | |
organizationalUnit (K) | Proper organization. This attribute is required only when the Multi-site (multicompany) function is active and it is available only for classifications depending on an organization. | OrganizationalUnit |
description | Description |
Import of system classification extensions
This chapter contains instructions regarding import of extensions and description of what it is necessary to pay attention to when releasing extensions in Comarch ERP Enterprise.
Item price classification
The following elements belong the item price classification
- purchasing item price classification
- sales item price classification
In this extensions, one attribute is added to the data of business objects. This attribute or external key association can be indicated in the same import file.
Tabulated summary
Item price classification extension
Attribute path | Description | External key relation |
---|---|---|
scaleUom | Unit | ScaleUom |
Inventory item classification 1
In this extension, two attributes are added to the business object. These attributes or external key associations can be indicated in the same import file.
Tabulated summary
Inventory item classification extension 1
Attribute path | Description | External key relation |
---|---|---|
storageAreaStrategy | Storage strategy | StorageAreaStrategy |
Customer statistics classifications
The following elements belong to the customer statistics classifications:
- Purchasing item statistics classification
- Sales item statistics classification
- Supplier statistics classification
- Customer statistics classification
- Rotation statistics classification
In this extensions, one attribute is added to the data of business objects. This attribute or external key association can be indicated in the same import file.
Tabulated summary
Statistics classification extension
Attribute path | Description |
---|---|
exclusion | Inclusion/Exclusion |
Item account classification
In this extension, Account origin attribute is added to the business object. New attribute can be indicated in the same indicated in the same import file.
Tabulated summary
Item account classification extension
Attribute path | Description |
---|---|
accountOriginTypeRule | Account origin |
Non-standard classifications import
Non-standard classifications can be created, e.g., with the use of application Field types or Product configuration rules or through other fields. Classification metadata (e.g., classification name) is saved in business object com.cisag.app.general.extension.obj.Datatype and must be imported before importing non-standard classifications. Proper user data (classification nodes) are saved in business object com.cisag.app.general.extension.obj.EntityExtensionHierarchy.
Order
When importing data, the following order must be observed:
- Import of all required field types
- Business object: cisag.app.general.extension.obj.Datatype
All classifications that were not created through Field types classifications, must be imported with the use of the business object of the application in which they were created.
- Non-standard classifications import
- Business object: cisag.app.general.extension.obj.EntityExtensionHierarchy
[Indicator]
It is possible to import all non-standard classification with the use of one file. Metadata must be already existing. Further modification in Classifications application is possible only for non-standard classification. For this reason, it is recommended to import each non-standard classification in a separate file. [/indicator]
Tabulated summary
Identification fields and mandatory fields
Business object
com.cisag.app.general.extension.obj.EntityExtensionHierarchy
Attribute | Description |
---|---|
path (K) | Identification |
description | Description |
datatype (K) | Classification description |
Level descriptions import
The import of level descriptions is performed individually with the use of business object com.cisag.app.general.obj.ClassificationLevel. In the import file, all identification and mandatory attributes of the business object must be specified.
Order
Level attribute is set automatically on the basis of the order of specifying level descriptions in the import file.
To optimize the import process, it is necessary to import particular level descriptions, grouped by classification.
Tabulated summary: Identification fields and mandatory fields
Attribute path | Description | External key relation |
---|---|---|
entity (K) | Classification name. Fully qualified name of the classification business object | |
organizationalUnit (K) | Organization. This attribute is required only when the Multi-site (multicompany) function is active. | OrganizationalUnit |
datatype | This attribute is required for non-standard classifications only. (entity = com.cisag.app.general.extension.obj.EntityExtensionHierarchy) | Datatype |
description | Description |
Business objects of system classifications
Classification | Business object |
---|---|
Activity classification 1 | com.cisag.sys.workflow.obj.ActivityHierarchy1 |
Activity classification 2 | com.cisag.sys.workflow.obj.ActivityHierarchy2 |
Activity classification 3 | com.cisag.sys.workflow.obj.ActivityHierarchy3 |
Activity classification 4 | com.cisag.sys.workflow.obj.ActivityHierarchy4 |
Activity classification 5 | com.cisag.sys.workflow.obj.ActivityHierarchy5 |
Item account classification | com.cisag.app.financials.obj.ItemAccountingHierarchy |
Item characteristic classification | com.cisag.app.general.obj.ItemPropertyHierarchy |
Item commission classification | com.cisag.app.sales.obj.ItemCommissionHierarchy |
Item tax classification | com.cisag.app.financials.obj.ItemTaxHierarchy |
Item template classification | com.cisag.app.general.obj.ItemTemplateHierarchy |
Purchasing RFQs classification 1 | com.cisag.app.purchasing.obj.RequestForProposalHierarchy1 |
Purchasing RFQs classification 2 | com.cisag.app.purchasing.obj.RequestForProposalHierarchy2 |
Purchasing RFQs classification 3 | com.cisag.app.purchasing.obj.RequestForProposalHierarchy3 |
Purchasing RFQs classification 4 | com.cisag.app.purchasing.obj.RequestForProposalHierarchy4 |
Purchasing RFQs classification 5 | com.cisag.app.purchasing.obj.RequestForProposalHierarchy5 |
Supplier quotations classification 1 | com.cisag.app.purchasing.obj.SupplierProposalHierarchy1 |
Supplier quotations classification 2 | com.cisag.app.purchasing.obj.SupplierProposalHierarchy2 |
Supplier quotations classification 3 | com.cisag.app.purchasing.obj.SupplierProposalHierarchy3 |
Supplier quotations classification 4 | com.cisag.app.purchasing.obj.SupplierProposalHierarchy4 |
Supplier quotations classification 5 | com.cisag.app.purchasing.obj.SupplierProposalHierarchy5 |
Purchasing item classification 1 | com.cisag.app.purchasing.obj.PurchaseItemHierarchy1 |
Purchasing item classification 2 | com.cisag.app.purchasing.obj.PurchaseItemHierarchy2 |
Purchasing item classification 3 | com.cisag.app.purchasing.obj.PurchaseItemHierarchy3 |
Purchasing item classification 4 | com.cisag.app.purchasing.obj.PurchaseItemHierarchy4 |
Purchasing item classification 5 | com.cisag.app.purchasing.obj.PurchaseItemHierarchy5 |
Purchasing item price classification | com.cisag.app.purchasing.obj.PurchaseItemPriceHierarchy |
Purchasing item statistics classification | com.cisag.app.purchasing.obj.PurchaseItemStatisticHierarchy |
Purchase order classification 1 | com.cisag.app.purchasing.obj.PurchaseOrderHierarchy1 |
Purchase order classification 2 | com.cisag.app.purchasing.obj.PurchaseOrderHierarchy2 |
Purchase order classification 3 | com.cisag.app.purchasing.obj.PurchaseOrderHierarchy3 |
Purchase order classification 4 | com.cisag.app.purchasing.obj.PurchaseOrderHierarchy4 |
Purchase order classification 5 | com.cisag.app.purchasing.obj.PurchaseOrderHierarchy5 |
Supplier contracts classification 1 | com.cisag.app.purchasing.obj.PurchaseContractHierarchy1 |
Supplier contracts classification 2 | com.cisag.app.purchasing.obj.PurchaseContractHierarchy2 |
Supplier contracts classification 3 | com.cisag.app.purchasing.obj.PurchaseContractHierarchy3 |
Supplier contracts classification 4 | com.cisag.app.purchasing.obj.PurchaseContractHierarchy4 |
Supplier contracts classification 5 | com.cisag.app.purchasing.obj.PurchaseContractHierarchy5 |
Purchasing item price classification | com.cisag.app.purchasing.obj.PriceDiscountTypeHierarchy |
Purchase price listing classification | com.cisag.app.purchasing.obj.PriceListHierarchy |
Purchase price list classification | com.cisag.app.purchasing.obj.PriceListingHierarchy |
Development request classification 1 | com.cisag.app.internal.obj.SupportRequestHierarchy |
Development request classification 2 | com.cisag.app.internal.obj.SupportRequestHierarchy2 |
Development request classification 3 | com.cisag.app.internal.obj.SupportRequestHierarchy3 |
Transaction type tax classification | com.cisag.app.financials.obj.TransactionTaxHierarchy |
Cost center classification 1 | com.cisag.app.costing.obj.CostCentreHierarchy1 |
Cost center classification 2 | com.cisag.app.costing.obj.CostCentreHierarchy2 |
Cost center classification 3 | com.cisag.app.costing.obj.CostCentreHierarchy3 |
Cost center classification 4 | com.cisag.app.costing.obj.CostCentreHierarchy4 |
Cost center classification 5 | com.cisag.app.costing.obj.CostCentreHierarchy5 |
Cost unit classification 1 | com.cisag.app.costing.obj.CostObjectiveHierarchy1 |
Cost unit classification 2 | com.cisag.app.costing.obj.CostObjectiveHierarchy2 |
Cost unit classification 3 | com.cisag.app.costing.obj.CostObjectiveHierarchy3 |
Cost unit classification 4 | com.cisag.app.costing.obj.CostObjectiveHierarchy4 |
Cost unit classification 5 | com.cisag.app.costing.obj.CostObjectiveHierarchy5 |
Customer bonus classification | com.cisag.app.sales.obj.CustomerBonusHierarchy |
Customer freight cost classification | com.cisag.app.sales.obj.FreightCostHierarchy |
Customer classification 1 | com.cisag.app.sales.obj.CustomerHierarchy1 |
Customer classification 2 | com.cisag.app.sales.obj.CustomerHierarchy2 |
Customer classification 3 | com.cisag.app.sales.obj.CustomerHierarchy3 |
Customer classification 4 | com.cisag.app.sales.obj.CustomerHierarchy4 |
Customer classification 5 | com.cisag.app.sales.obj.CustomerHierarchy5 |
Customer classification 6 | com.cisag.app.sales.obj.CustomerHierarchy6 |
Customer classification 7 | com.cisag.app.sales.obj.CustomerHierarchy7 |
Customer classification 8 | com.cisag.app.sales.obj.CustomerHierarchy8 |
Customer classification 9 | com.cisag.app.sales.obj.CustomerHierarchy9 |
Customer price classification | com.cisag.app.sales.obj.CustomerPriceHierarchy |
Customer commission classification | com.cisag.app.sales.obj.CustomerCommissionHierarchy |
Customer statistics classification | com.cisag.app.sales.obj.CustomerStatisticHierarchy |
Inventory item classification 1 | com.cisag.app.inventory.obj.InventoryItemHierarchy1 |
Inventory item classification 2 | com.cisag.app.inventory.obj.InventoryItemHierarchy2 |
Inventory item classification 3 | com.cisag.app.inventory.obj.InventoryItemHierarchy3 |
Inventory item classification 4 | com.cisag.app.inventory.obj.InventoryItemHierarchy4 |
Inventory item classification 5 | com.cisag.app.inventory.obj.InventoryItemHierarchy5 |
Warehouse classification | com.cisag.app.inventory.obj.StorageAreaHierarchy |
Supplier classification 1 | com.cisag.app.purchasing.obj.SupplierHierarchy1 |
Supplier classification 2 | com.cisag.app.purchasing.obj.SupplierHierarchy2 |
Supplier classification 3 | com.cisag.app.purchasing.obj.SupplierHierarchy3 |
Supplier classification 4 | com.cisag.app.purchasing.obj.SupplierHierarchy4 |
Supplier classification 5 | com.cisag.app.purchasing.obj.SupplierHierarchy5 |
Supplier price classification | com.cisag.app.purchasing.obj.SupplierPriceHierarchy |
Supplier statistics classification | com.cisag.app.purchasing.obj.SupplierStatisticHierarchy |
Marketing classification 1 | com.cisag.app.crm.obj.PartnerMarketingInfoHierarchy1 |
Marketing classification 2 | com.cisag.app.crm.obj.PartnerMarketingInfoHierarchy2 |
Marketing classification 3 | com.cisag.app.crm.obj.PartnerMarketingInfoHierarchy3 |
Marketing classification 4 | com.cisag.app.crm.obj.PartnerMarketingInfoHierarchy4 |
Marketing classification 5 | com.cisag.app.crm.obj.PartnerMarketingInfoHierarchy5 |
Employee classification 1 | com.cisag.app.general.obj.EmployeeHierarchy1 |
Employee classification 2 | com.cisag.app.general.obj.EmployeeHierarchy2 |
Employee classification 3 | com.cisag.app.general.obj.EmployeeHierarchy3 |
Employee classification 4 | com.cisag.app.general.obj.EmployeeHierarchy4 |
Employee classification 5 | com.cisag.app.general.obj.EmployeeHierarchy5 |
Partner account classification | com.cisag.app.financials.obj.PartnerAccountingHierarchy |
Partner tax classification | com.cisag.app.financials.obj.PartnerTaxHierarchy |
Partner template classification | com.cisag.app.general.obj.PartnerTemplateHierarchy |
Production item classification 1 | com.cisag.app.production.obj.ProductionItemHierarchy1 |
Production item classification 2 | com.cisag.app.production.obj.ProductionItemHierarchy2 |
Production item classification 3 | com.cisag.app.production.obj.ProductionItemHierarchy3 |
Production item classification 4 | com.cisag.app.production.obj.ProductionItemHierarchy4 |
Production item classification 5 | com.cisag.app.production.obj.ProductionItemHierarchy5 |
Production order classification 1 | com.cisag.app.production.obj.ProductionOrderHierarchy1 |
Production order classification 2 | com.cisag.app.production.obj.ProductionOrderHierarchy2 |
Production order classification 3 | com.cisag.app.production.obj.ProductionOrderHierarchy3 |
Production order classification 4 | com.cisag.app.production.obj.ProductionOrderHierarchy4 |
Production order classification 5 | com.cisag.app.production.obj.ProductionOrderHierarchy5 |
Production technology classification 1 | com.cisag.app.production.obj.ProductionPlanHierarchy1 |
Production technology classification 2 | com.cisag.app.production.obj.ProductionPlanHierarchy2 |
Production technology classification 3 | com.cisag.app.production.obj.ProductionPlanHierarchy3 |
Production technology classification 4 | com.cisag.app.production.obj.ProductionPlanHierarchy4 |
Production technology classification 5 | com.cisag.app.production.obj.ProductionPlanHierarchy5 |
Production technology item classification | com.cisag.app.production.obj.ProductionPlanDetailHierarchy |
Product configuration classification 1 | com.cisag.app.production.prodconf.obj.ConfigurationRuleHierarchy1 |
Product configuration classification 2 | com.cisag.app.production.prodconf.obj.ConfigurationRuleHierarchy2 |
Product configuration classification 3 | com.cisag.app.production.prodconf.obj.ConfigurationRuleHierarchy3 |
Product configuration classification 4 | com.cisag.app.production.prodconf.obj.ConfigurationRuleHierarchy4 |
Product configuration classification 5 | com.cisag.app.production.prodconf.obj.ConfigurationRuleHierarchy5 |
Resources classification 1 | com.cisag.app.production.obj.ResourceHierarchy1 |
Resources classification 2 | com.cisag.app.production.obj.ResourceHierarchy2 |
Resources classification 3 | com.cisag.app.production.obj.ResourceHierarchy3 |
Resources classification 4 | com.cisag.app.production.obj.ResourceHierarchy4 |
Resources classification 5 | com.cisag.app.production.obj.ResourceHierarchy5 |
Assortment classification | com.cisag.app.sales.obj.AssortmentHierarchy |
Rotation statistics classification | com.cisag.app.inventory.obj.PlanningItemStatisticHierarchy |
Packaging classification | com.cisag.app.general.obj.PackagingContentHierarchy |
Distribution order classification 1 | com.cisag.app.multiorg.obj.DistributionOrderHierarchy1 |
Distribution order classification 2 | com.cisag.app.multiorg.obj.DistributionOrderHierarchy2 |
Distribution order classification 3 | com.cisag.app.multiorg.obj.DistributionOrderHierarchy3 |
Distribution order classification 4 | com.cisag.app.multiorg.obj.DistributionOrderHierarchy4 |
Distribution order classification 5 | com.cisag.app.multiorg.obj.DistributionOrderHierarchy5 |
Sales RFQs classification 1 | com.cisag.app.sales.obj.RequestForProposalHierarchy1 |
Sales RFQs classification 2 | com.cisag.app.sales.obj.RequestForProposalHierarchy2 |
Sales RFQs classification 3 | com.cisag.app.sales.obj.RequestForProposalHierarchy3 |
Sales RFQs classification 4 | com.cisag.app.sales.obj.RequestForProposalHierarchy4 |
Sales RFQs classification 5 | com.cisag.app.sales.obj.RequestForProposalHierarchy5 |
Sales quotation classification 1 | com.cisag.app.sales.obj.CustomerProposalHierarchy1 |
Sales quotation classification 2 | com.cisag.app.sales.obj.CustomerProposalHierarchy2 |
Sales quotation classification 3 | com.cisag.app.sales.obj.CustomerProposalHierarchy3 |
Sales quotation classification 4 | com.cisag.app.sales.obj.CustomerProposalHierarchy4 |
Sales quotation classification 5 | com.cisag.app.sales.obj.CustomerProposalHierarchy5 |
Sales item bonus classification 1 | com.cisag.app.sales.obj.SalesItemBonusHierarchy |
Sales item classification 1 | com.cisag.app.sales.obj.SalesItemHierarchy1 |
Sales item classification 2 | com.cisag.app.sales.obj.SalesItemHierarchy2 |
Sales item classification 3 | com.cisag.app.sales.obj.SalesItemHierarchy3 |
Sales item classification 4 | com.cisag.app.sales.obj.SalesItemHierarchy4 |
Sales item classification 5 | com.cisag.app.sales.obj.SalesItemHierarchy5 |
Item price grouping classification | com.cisag.app.sales.obj.SalesItemPriceHierarchy |
Sales item statistics classification | com.cisag.app.sales.obj.SalesItemStatisticHierarchy |
Sales order classification 1 | com.cisag.app.sales.obj.SalesOrderHierarchy1 |
Sales order classification 2 | com.cisag.app.sales.obj.SalesOrderHierarchy2 |
Sales order classification 3 | com.cisag.app.sales.obj.SalesOrderHierarchy3 |
Sales order classification 4 | com.cisag.app.sales.obj.SalesOrderHierarchy4 |
Sales order classification 5 | com.cisag.app.sales.obj.SalesOrderHierarchy5 |
Sales forecast classification 1 | com.cisag.app.crm.obj.OpportunityHierarchy1 |
Sales forecast classification 2 | com.cisag.app.crm.obj.OpportunityHierarchy2 |
Sales forecast classification 3 | com.cisag.app.crm.obj.OpportunityHierarchy3 |
Sales forecast classification 4 | com.cisag.app.crm.obj.OpportunityHierarchy4 |
Sales forecast classification 5 | com.cisag.app.crm.obj.OpportunityHierarchy5 |
Consumer contract classification 1 | com.cisag.app.sales.obj.SalesContractHierarchy1 |
Consumer contract classification 2 | com.cisag.app.sales.obj.SalesContractHierarchy2 |
Consumer contract classification 3 | com.cisag.app.sales.obj.SalesContractHierarchy3 |
Consumer contract classification 4 | com.cisag.app.sales.obj.SalesContractHierarchy4 |
Consumer contract classification 5 | com.cisag.app.sales.obj.SalesContractHierarchy5 |
Sales item price classification | com.cisag.app.sales.obj.PriceDiscountTypeHierarchy |
Sales price listings classification | com.cisag.app.sales.obj.PriceListHierarchy |
Sales price list classification | com.cisag.app.sales.obj.PriceListingHierarchy |