JD Edwards EnterpriseOne: The Complete Reference in Software

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JD Edwards EnterpriseOne: The Complete Reference
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FIGURE 13-18 Export Assistant HTML
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Importing to Grid An EnterpriseOne Powerhouse
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There are a small number of applications that allow you to import data directly into the grid form Still, this is a powerful feature for the EnterpriseOne application suite When importing, EnterpriseOne limits the number of applications that you can use to Microsoft Excel and Lotus 1-2-3 for fat/development clients (HTML clients can only import from Excel) Importing follows simple rules The information in the spreadsheet obviously needs to be correct and in the proper format and layout TIP You can quickly create documents to use as a template for import spreadsheets by exporting the data first This method will create an example of exactly how your data should be formatted, the order of the data itself, what elements of data need to be included, and a good description of the data elements required
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The Mechanics of Importing Data Directly into a Grid Form
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The first step in importing directly to the grid form is setting up a spreadsheet with the data you want to import and understanding the application you will be manipulating in this way For this example, we will be using the P0004A UserDefined Codes application, but the principle will remain regardless of the application We will be adding in several rows for the Job Queue user-defined code (98/JQ) Start by double-clicking on the application This will bring you to the User Defined Codes window (see Figure 13-19) For the purpose of our example we will enter Product Code 98 and User Defined Codes JQ Clicking Find will display the currently defined job queue values (In some cases it is a good idea to start the import process by exporting information) To start our example, we will export the information first by right-clicking on the grid and selecting the records that we want to export to Excel
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FIGURE 13-19 Exporting information to Excel User Defined Codes
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JD Edwards EnterpriseOne: The Complete Reference
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This will open a new spreadsheet and populate the information selected to it This information then can be updated to reflect the changes we would like to import into the EnterpriseOne application (see Figure 13-20) To continue our example, we will update the information in the spreadsheet to reflect some new job queues (BOB, BILL, JACK, and JIM) NOTE If you are using information that was exported originally, you will need to remove the column headings prior to importing the information to the EnterpriseOne application
FIGURE 13-20 Example of an Excel export User Defined Codes
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To import the information, click the Add button on the User Defined Codes window (see Figure 13-21) For a development/fat client you would right-click on the grid and select Import | Microsoft Excel For the HTML client, choose Tools | Import Grid Data The Open window will appear, as shown in Figure 13-22, and allow you to select the Excel worksheet you would like to import Locate and click on the worksheet you would like to import Enter the range of the cells you would like to import and specify a worksheet name to import from
FIGURE 13-21 Selecting import from grid
JD Edwards EnterpriseOne: The Complete Reference
FIGURE 13-22 Import to grid example Selecting input
Click OK and the information you have defined will be imported to the EnterpriseOne application, as shown in Figure 13-23 Hot-Linked Data The Hot-Link option creates a link between the spreadsheet and the EnterpriseOne application As data is modified in the spreadsheet, the EnterpriseOne application is automatically updated and vice versa This allows a tremendous amount of flexibility in how the two products interact Additionally, the Hot-Link option is available when you export data out of an EnterpriseOne grid form, but only on grid forms that support importing data and only if you choose a spreadsheet export During a hot-link session, both the spreadsheet and the EnterpriseOne application remain open If you close either of the applications, the link is temporarily broken Starting up the spreadsheet will not re-establish the link
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