The following procedure imports franchise data files from the manufacturer. There are two primary stages to the process.
To import a file:
From the OPERATIONS MENU, 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 is available to set the language options if these are applicable to the file being imported. Click here for further information.
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. The data being imported will not be added to the system if you exit at this stage.
Click Continue.
The following options are displayed:
Note: Some versions of the Autoline system do not display any options. The second stage of the import process runs without further user input, unless an error is encountered as described in step 6 below.
RADIO BUTTONS:
Current: If this option is selected the data being imported updates the current list of models and options accessible by all users of the system.
Next: If selected the data is imported as future models and options.
Working: If selected the data is 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.
In normal operation, when simply updating the franchise data to match that which is available from the manufacturer, select Current and leave Shift generations checked. If importing Franchise Data before it is to be used, select Next and either uncheck Shift generations to overwrite the previous data imported with the Next option, or check it to set that previous data as the current for user by other users. Click OK.
The second stage of the import process runs. Depending on the size of the file being imported, this can take approximately 15 to 20 minutes.
Messages are displayed according to the following colour-code:
Black Information on the individual processes being performed (e.g. reading files, re-indexing tables.) Blue Notes, such as notification of the start and end of the import process. Green Warning message. Magenta Non-critical error. Red Critical error, causing the process to terminate. The Re-import button will become available. Such an error may be caused by other users being on the system. Try re-importing later. Otherwise contact your Kerridge consultant.
When the import process is complete, click View report to view and print a report for your records.
Click Close.
You are returned to the FRANCHISE DATA IMPORT MENU. To view and manipulate the data, exit the Manufacturer Systems module and select the Franchise Data module from the MASTER MENU.
