Data Import/Product Supply Rules - Revision history

Scarpenter at 02:34, 16 October 2017

2017-10-16T02:34:01Z

Scarpenter: /* Product Supply Rules - Data Definition */

2016-06-23T02:04:24Z

‎Product Supply Rules - Data Definition

Scarpenter at 02:03, 23 June 2016

2016-06-23T02:03:59Z

Blindstrom: Removed the incorrect "Bulk Churn" text

2016-05-24T07:35:43Z

Removed the incorrect "Bulk Churn" text

Blindstrom: Initial version Published

2016-05-17T06:14:36Z

Initial version Published

Blindstrom at 04:41, 17 May 2016

2016-05-17T04:41:32Z

Blindstrom: added Link

2016-05-17T04:35:19Z

added Link

Blindstrom: Created page with "Here is a Blank File to use for this Upload"

2016-05-17T04:07:29Z

Created page with "Here is a Blank File to use for this Upload"

New page

Here is a Blank File to use for this Upload

@@ Line 1: / Line 1: @@
-= Importing Product Supply Rules =
+{{DISPLAYTITLE:Product Supply Rules}}
-This tool provides users with the ability to set rules determining the behaviour of products, specifically:
+This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
-* setting a ''minimum stock level'' for a product
+We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to out new home.
-Users can do this in Cumulus manually for a product by logging into Emersion and navigating to '''Products > Product Management > Product > Supply Rules''' tab.
+[https://resources.emersion.com/display/EKB/Product+Supply+Rules Take me to the Emersion Knowledge Base article]
-The system utilises the '''Bulk upload processing notification event''' to send a notification with the results of the import attempt. See below for further information.
+[[file:new_home_sm.jpg|900px]]

@@ Line 40: / Line 40: @@
 # Request Emersion fix the errors for you. This can be submitted via [[Support_and_help_from_Emersion#Work_Orders | work order ticket]]. Please include a note import file with the records that need to be corrected. Do not include details of any records that do not need correcting.
-=== Product Supply Rules - Data Definition ===
+= Product Supply Rules - Data Definition =
 {| class="wikitable"

@@ Line 1: / Line 1: @@
-= To set a "Minimum Stock Level" and/or the "Allow Backorder" Flag against a Product in Bulk by using the Bulk Import tool. =
+= Importing Product Supply Rules =
 The system utilises the '''Bulk upload processing notification event''' to send a notification with the results of the import attempt. See below for further information.
@@ Line 10: / Line 17: @@
 To prepare your data for import, you will need to create a CSV import file or you can download the import file below. You will need to extract the csv file and save it.
-[[File:Product Supply Rules Import V1.csv|Product Supply Rules Import File]]
+[[media:Product Supply Rules Import V1.csv|Product supply rules import file]]
 Enter the data into the import sheet. Leave no rows blank. You must ensure the data meets all validation requirements. These are contained in the data definition table below. When you submit the data file to the system, the system will parse the file looking for errors. If the system finds no errors, the system will import the notes into the system. The file needs to be error-free in order to import the data. In the event errors are found, no data will be imported into Emersion. Review the bulk upload processing notification email, correct the file and try again.
@@ Line 16: / Line 23: @@
 == Initiate the Bulk Import==
-NB: Access to this facility may be restricted to those who are subscribed to it.
+[[File:Admin - Bulk Import - Product Supply Rules 1.png]]
-[[File:Admin - Bulk Import - Product Supply Rules 1.png|Cumulus Screenshot]]
+'''Nav: Admin > Bulk Import > Product Supply Rules'''
-To access this facility:
+# Click the '''Browse''' button and select the CSV file containing the data you want to import.
 # If you want the bulk upload processing notification email to be sent to a different email address than the address defined in the event template, tick the '''Override?''' checkbox and enter an alternative email address. This will only apply for this upload. To change the email address for all future imports, you will need to change the recipient defined in the event template.
 # Press '''Submit'''
@@ Line 47: / Line 50: @@
 |minimum_stock_level     ||  The required "Minimum Stock Level" to be set entered as a number.
 |-
-|allow_backorder	||  This is the flag where Y is used for YES and N is used for NO (NB This is currently only used for Reporting purposes)
+|allow_backorder	||  Enter;
 |}

← Older revision		Revision as of 07:35, 24 May 2016
Line 1:		Line 1:
	= To set a "Minimum Stock Level" and/or the "Allow Backorder" Flag against a Product in Bulk by using the Bulk Import tool. =		= To set a "Minimum Stock Level" and/or the "Allow Backorder" Flag against a Product in Bulk by using the Bulk Import tool. =
−
−	~~This feature provides a method to commence the internal churn process for a given list of source package subscriptions & destination account id's / package plan id's.~~

	The system utilises the '''Bulk upload processing notification event''' to send a notification with the results of the import attempt. See below for further information.		The system utilises the '''Bulk upload processing notification event''' to send a notification with the results of the import attempt. See below for further information.

@@ Line 1: / Line 1: @@
-= Initiating Internal Churn in Bulk =
+= To set a "Minimum Stock Level" and/or the "Allow Backorder" Flag against a Product in Bulk by using the Bulk Import tool. =
 This feature provides a method to commence the internal churn process for a given list of source package subscriptions & destination account id's / package plan id's.
@@ Line 9: / Line 9: @@
 == Preparing your Data ==
 To prepare your data for import, you will need to create a CSV import file or you can download the import file below. You will need to extract the csv file and save it.
-[[File:bulk-internal-churn-sample.csv|Sample CSV File]]
+[[File:Product Supply Rules Import V1.csv|Product Supply Rules Import File]]
 Enter the data into the import sheet. Leave no rows blank. You must ensure the data meets all validation requirements. These are contained in the data definition table below. When you submit the data file to the system, the system will parse the file looking for errors. If the system finds no errors, the system will import the notes into the system. The file needs to be error-free in order to import the data. In the event errors are found, no data will be imported into Emersion. Review the bulk upload processing notification email, correct the file and try again.
-== Initiate Bulk Internal Churn ==
+== Initiate the Bulk Import==
-Access to this bulk upload facility may be restricted to those subscribed to it.
+[[File:Admin - Bulk Import - Product Supply Rules 1.png|Cumulus Screenshot]]
-To access the Bulk Internal Churn facility:
+To access this facility:
 # Log into Cumulus.
-# '''Nav: Admin > Bulk Import > Bulk Internal Churn'''.
+# '''Nav: Admin > Bulk Import > Product Supply Rules'''.
-# Click the '''Browse''' button and select the csv file containing the data you want to import.
+# Click the '''Browse''' button and select the "CSV" file containing the data you want to import.
 # If you want the bulk upload processing notification email to be sent to a different email address than the address defined in the event template, tick the '''Override?''' checkbox and enter an alternative email address. This will only apply for this upload. To change the email address for all future imports, you will need to change the recipient defined in the event template.
 # Press '''Submit'''
 The system will validate the data and if no errors are found, the system will import the data. When the notification email is received, the process has been completed.
@@ Line 38: / Line 39: @@
 # Request Emersion fix the errors for you. This can be submitted via [[Support_and_help_from_Emersion#Work_Orders | work order ticket]]. Please include a note import file with the records that need to be corrected. Do not include details of any records that do not need correcting.
-=== Bulk Internal Churn - Data Definition ===
+=== Product Supply Rules - Data Definition ===
 {| class="wikitable"
-|+Bulk Internal Churn Data Definition table
+|+Product Supply Rules
 |Data field ||Description
 |-
-|package_subscription_id	|| This is the current PACKAGE SUBSCRIPTION ID of the originating services you are intending to internally churn.
+|product_id	|| This is the PRODUCT ID of the product to have the "Minimum Stock Level" set.
 |-
-|transfer_date	||  This is the DATE (DD/MM/YYYY) you wish for the new package subscriptions to be active
+|minimum_stock_level     ||  The required "Minimum Stock Level" to be set entered as a number.
 |-
-|package_plan_id  || This is the destination PACKAGE PLAN ID. The destination plan:
+|allow_backorder	||  This is the flag where Y is used for YES and N is used for NO (NB This is currently only used for Reporting purposes)
 |}
@@ Line 57: / Line 55: @@
 {| class="wikitable"
-|+Bulk Internal Churn Data File Example
+|+Product Supply Rules Data File Example
-| package_subscription_id || destination_account_id || transfer_date || package_plan_id
+| product_id || minimum_stock_level  || allow_backorder
 |-
-| 1234567 || 1999998 || 1/01/2016 || 199888
+| 1234567 || 5 || Y
 |-
-| 2134567 || 6999998 || 1/01/2016 || 199887
+| 2134567 || 100 || N
 |-
 |}

← Older revision		Revision as of 04:41, 17 May 2016
Line 1:		Line 1:
−	~~Here~~ is a ~~Blank~~ File to ~~use~~ for this ~~Upload~~ [[File:~~Product_Supply_Rules_Import_V1~~.~~csv~~\|~~Product_Supply_Rules_Import~~]]	+	= Initiating Internal Churn in Bulk =
		+
		+	This feature provides a method to commence the internal churn process for a given list of source package subscriptions & destination account id's / package plan id's.
		+
		+	The system utilises the '''Bulk upload processing notification event''' to send a notification with the results of the import attempt. See below for further information.
		+
		+	If the import is successful, the email notification will advise you when the import process is complete. <br />
		+	If the import is not successful, the email notification will send details of the records that failed validation and why.
		+
		+	== Preparing your Data ==
		+	To prepare your data for import, you will need to create a CSV import file or you can download the import file below. You will need to extract the csv file and save it.
		+
		+	[[File:bulk-internal-churn-sample.csv\|Sample CSV File]]
		+
		+	Enter the data into the import sheet. Leave no rows blank. You must ensure the data meets all validation requirements. These are contained in the data definition table below. When you submit the data file to the system, the system will parse the file looking for errors. If the system finds no errors, the system will import the notes into the system. The file needs to be error-free in order to import the data. In the event errors are found, no data will be imported into Emersion. Review the bulk upload processing notification email, correct the file and try again.
		+
		+	== Initiate Bulk Internal Churn ==
		+
		+	Access to this bulk upload facility may be restricted to those subscribed to it.
		+
		+	To access the Bulk Internal Churn facility:
		+
		+	# Log into Cumulus.
		+	# '''Nav: Admin > Bulk Import > Bulk Internal Churn'''.
		+	# Click the '''Browse''' button and select the csv file containing the data you want to import.
		+	# If you want the bulk upload processing notification email to be sent to a different email address than the address defined in the event template, tick the '''Override?''' checkbox and enter an alternative email address. This will only apply for this upload. To change the email address for all future imports, you will need to change the recipient defined in the event template.
		+	# Press '''Submit'''
		+
		+	[[File:Bulk-internal-churn.png\|Bulk InternalChurn]]
		+
		+	The system will validate the data and if no errors are found, the system will import the data. When the notification email is received, the process has been completed.
		+
		+	<strong>'''The system can parse for invalid data but it cannot check for data accuracy. Therefore it is strongly recommended that you check a few random records to ensure that the import was a success. If you find an problem, you cannot roll back the import.'''</strong>
		+
		+	You have two options should this occur:
		+
		+	# Manually correct the data.
		+	# Request Emersion fix the errors for you. This can be submitted via [[Support_and_help_from_Emersion#Work_Orders \| work order ticket]]. Please include a note import file with the records that need to be corrected. Do not include details of any records that do not need correcting.
		+
		+	=== Bulk Internal Churn - Data Definition ===
		+
		+	{\| class="wikitable"
		+	\|+Bulk Internal Churn Data Definition table
		+	\|Data field \|\|Description
		+	\|-
		+	\|package_subscription_id \|\| This is the current PACKAGE SUBSCRIPTION ID of the originating services you are intending to internally churn.
		+	\|-
		+	\|destination_account_id \|\| The new ACCOUNT ID of the account you are intending to internally churn to.
		+	\|-
		+	\|transfer_date \|\| This is the DATE (DD/MM/YYYY) you wish for the new package subscriptions to be active
		+	\|-
		+	\|package_plan_id \|\| This is the destination PACKAGE PLAN ID. The destination plan:
		+	* must be of the same structure as the originating package
		+	\|}
		+
		+	Your finished data file should look like the following example.
		+
		+	{\| class="wikitable"
		+	\|+Bulk Internal Churn Data File Example
		+	\| package_subscription_id \|\| destination_account_id \|\| transfer_date \|\| package_plan_id
		+	\|-
		+	\| 1234567 \|\| 1999998 \|\| 1/01/2016 \|\| 199888
		+	\|-
		+	\| 2134567 \|\| 6999998 \|\| 1/01/2016 \|\| 199887
		+	\|-
		+	\|}

← Older revision		Revision as of 04:35, 17 May 2016
Line 1:		Line 1:
−	Here is a Blank File to use for this Upload	+	Here is a Blank File to use for this Upload [[File:Product_Supply_Rules_Import_V1.csv\|Product_Supply_Rules_Import]]