To import a file:
From the OPERATIONS MENU of the Manufacturer Systems module, select the Franchise data import menu option.
The FRANCHISE DATA IMPORT MENU is displayed
Select the Import franchise data option.
Note: The system may prompt you to select a DD company. If so, select the appropriate company.
The Franchise Data Import window is displayed.
Note: A Configure button may be displayed if import options are applicable to the Franchise Data file being imported.
Click Import to start the first stage of the import process.
After processing the file, the following options are displayed:
PUSH BUTTONS:
Continue: Commit the manufacturer data to the core franchise data system.
Browser: Display a window for viewing the hierarchical data extracted from the imported file. To explore the relationships between models and options, start by clicking on the plus symbol next to Franchises. Right clicking on a model or option name gives access to a list of the detailed properties of that item.
Exit: Abandon the franchise data import without modifying the core franchise data system.
Warning: Although the window reports a successful data import, this is only the first stage and the data being imported will not be added to the system if you exit at this stage.
Click Continue.
The following options may be displayed:
Note: Some versions of the AUTOLINE system do not display any options, and will simply commence the second stage of the import process.
RADIO BUTTONS:
Current: The data being imported will update the current list of models and options accessible by all users of the system.
Next: The data will be imported as future models and options.
Working: The data will be imported for testing only.
CHECKBOX:
Shift generations: This option is only available in combination with either Current or Next. If importing the new data as Current, leaving this option checked will keep a copy of the previous data. If importing as Next, it will move the data held previously in Next into Current, unless you uncheck the shift generations option.
Warning: If this option is unchecked, previously imported data will be overwritten.
To simply update the Franchise Data, select Current and leave Shift generations checked. Click OK.
The second stage of the import process runs.
Note: If the process is successful, a message to this effect will appear in blue in the messages list. If an error occurs this will appear in red and the Re-import button will become available.
Tip: If there is an error in the import process it may be caused by other users being on the system. Try re-importing later. Otherwise contact your Kerridge consultant.
Click View report to view and print a report for your records.
Click Close.
You are returned to the FRANCHISE DATA IMPORT MENU menu. To view and manipulate the data, exit this menu, and the Operations menu, then select the Franchise Data module.
