This utility allows the transfer from one folder to another of the definable transactions or screens in any of the software modules. Warning, only the transfer of the transaction is assured by this utility : It is necessary to revalidate the transactions in the target folder so that they can be used.

This utility can also transfer automatic journals.

The following transfers are authorized by this utility :

Module

Transferable elements

Purchasing

RFQ, purchase request, order, contract order, invoice transactions

Stocks

Stock and stock count transactions

Sales

Quote, order, open order, delivery, return, invoice transactions

Production

WO entry, production tracking, Enterprise planning, Production workbench, Grouping, Time tracking, Material tracking transactions, Production tracking transactions.

Accounting

Entry screens and transactions

Automatic journals

AR and AP accounting

Entry transactions, item entry screens

Automatic payment journals

Prerequisites

SEEREFERTTO Refer to documentation Implementation

Screen management

Entry screen

In addition to the source and destination folders, entries with the detailed syntaxes in an annex document, for each type of document, the user specifies whether or not to carryout the transfer and if yes, the transfer can be contained within two transaction codes.

Validation of the box triggers the transfer of the transactions. A log file is displayed, giving the result of the transfer. Exiting the log file display allows the return to the initial screen to start a new transfer if required.

The path for the files to be copied can be relative or absolute. If it is relative, it is assumed to be part of the database directory of the current folder. If the # character is used in place of the server, the file is supposed to be located on the client workstation. Warning, there are opening restrictions for the files on the client workstation in Web mode.

Block number 1

Source flr (field DOSORG)

Use this field to define the folder from which the record will be copied. The possible syntaxes are described in the Dedicated appendix.
Destination folder (field DOSDES)

Use this field to define the folder to which the record will be copied. The possible syntaxes are described in the Dedicated appendix.

Grid Transactions

Code (field COD)

This code defines the transaction type to be copied.
Description (field DES)

Enter the description of the relevant record.

This long description is used as a title in screens and reports.
Copy (field COP)

If the field is set to Yes, the transactions corresponding to the ranges given elsewhere are copied.
Start (field DEB)

This field is used to give a start value to the codes to be processed.

End (field FIN)

This field is used to give a end value to the codes to be processed.

Yes to all the rest

When faced with an entry grid with multiple choices and a Yes/No answer on each line, this function makes it possible to answer Yes to all the lines starting from the current line.
No to all the rest

When faced with an entry grid with multiple choices and a Yes/No answer on each line, this function makes it possible to answer No to all the lines starting from the current line.
Contents of the log file

In the transfer log file, a list of copied transactions is found with the associated messages :

  • Module start_date start_time

   ------------------------------------------------------------

  • transaction_type transaction_code

If a transferred transaction already exists in the target folder it is replaced without warning by the transaction from the source folder, however the log file includes a message for the replacement Existing record deleted.

Batch task

This function can be run in batch mode. The standard task ACOPTRS is provided for that purpose.

Error messages

In addition to the generic error messages, the following messages can appear during the entry :

server  : machine not accessible

An attempt has been made to access a server that does not exist on the network.

Tables used

SEEREFERTTO Refer to documentation Implementation