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Excel Addin as Template / Automation

  • November 20, 2024
  • 6 replies
  • 155 views

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Dear All, 

we want to use the Excel Addin as Transport Tool to Create or Update Customer Order / Sales Quotation Lines. Now when we use the Excel Add In we have to do the following Steps:

  • 1.Open Excel
  • 2 .Open Excel Addin and Login
  • 3. Choose the Migration Job
  • 4. A Popup Window if we want to Load in Same Sheet or in a new Sheet

With these 4 Steps we have then the data entry Colums and van work with Search, Validation an Execution.

We want to get rid of the Steps 3 and 4. Furthermore we want to Save an Excel with the alrady loaded Data Entry Colums and already Choosen Data Migration Job. 

 

Has anybody an idea if it it possible to do so? As an Alternative we would like to Automate the steps.

Any Ideas?

 

Thanks Stefan

eqbstal
Superhero (Partner)
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  • Superhero (Partner)
  • November 20, 2024

Doubt if this is possible. I push in this remark to see where this thread leads. Maybe an idea for R&D should be raised.

@JAKSTEFREP This would mean that each user would have a default (I mean only one default) migration job that would be selected upon opening.

The Excel migration job makes use of Foundation Migration, which is on the plate of being depricated. Don't have an idea how this could/will work with Data Migration Manager.


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  • Do Gooder
  • November 21, 2024

 

Hi,

You can do this by using Data Migration.

First, you must create a job to import data into the Excel file, which is in .csv format.

 

 

Next, you need to create a job to transfer the imported data to the sales request. (migration job)

 

 

Note: We are using IFS 8.


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  • Do Gooder
  • November 21, 2024

Than

orkuno wrote:

 

Hi,

You can do this by using Data Migration.

First, you must create a job to import data into the Excel file, which is in .csv format.

 

 

Next, you need to create a job to transfer the imported data to the sales request. (migration job)

 

 

Note: We are using IFS 8.

Thank your for your Response - yes this will work - but in the end we want to use the Validation in Excel. For your understanding we want to giv the PSreadsheets to Users - They will enter Data and then they have to Validate if all is fine. Excel Add-in Can do the Validation. Uploading a CSV will bring the Error first afetr execution of the Migration JOb. Any Other ideas?

 


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  • Do Gooder
  • November 21, 2024

This way we can check for errors. For example, if the Sales Material is not defined or is passive, data transfer stops.


eqbstal
Superhero (Partner)
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  • Superhero (Partner)
  • November 21, 2024

@orkuno Maybe it helps to know that after IFS8 a strong addition for the migration jobs was included to enter data in Excel and, using the Excel Add-In ​@JAKSTEFREP is talking about, the end user can validate the entered data (row per row if wanted) and only when all is ok, the data can be migrated.

So the difference is that a known tool as Excel is used as gui for the end user instead of learning how to deal with the IFS functionality of how errors are shown in the migration job (so within IFS apps).


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  • Do Gooder
  • November 21, 2024

@eqbstal A very useful feature. I'm looking forward to moving to IFS 10 or the IFS cloud.

Thank you for your information. 


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