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Importing of Open sale order through DTW

Former Member
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Hi Experts,

Please explain how to upload open sale quotation,sale order,delivery,A/R Invoice.And what are the templates names for this.

Regards'

silpa

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
0 Kudos

Hi Silpa,

Templates for DTW are as follows:


Sale quotation - oQuotations
Sale order - oOrders
Delivery - oDeliveryNotes
A/R Invoice - oInvoices

Thanks,

Gordon

Answers (3)

Answers (3)

former_member186095
Active Contributor
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Hi Silpa n,

try to search the steps how to upload the open documents in the help file of DTW template. Here is the definition of the template and how to have it:

User-Defined Templates

Data Transfer Workbench provides users with default templates for all the objects in SAP Business One, which do not include user-defined fields. This release supports the import of user-defined fields for all the user-defined fields supported by SAP Business One DI API.

Use

As of Release 2005, SAP Business One Data Transfer Workbench allows the users to generate Microsoft Excel templates as the new interfaces.

There are situations where the user may need properties of the interface that are not provided by our templates. For example, in the case of User Defined Fields, the user can go to the Interface Maintenance tool to add the desired fields.

The user may also want to reduce the fields in the templates or rearrange the sequence of the fields. Interface Maintenance tool also allows users to remove unnecessary fields and rearrange them in the desired order.

After maintaining the interfaces, the user could generate new templates based on the new interfaces.

Procedure

1. To use the Interface Maintenance Tool, you need to first go to the menu bar and select Advanced à Maintain Interface to open the Maintain Interface window.

2. In the left frame, there is a drop-down list of all the business objects that are supported by the DTW. Each object contains one or more structures. For example, oChartofAccounts has one structure and oBusinessPartners has seven structures. To add or delete fields from these structures, right-click on a field and select Add Field or Delete Field. If you select Add Field, a list of fields will appear on the right frame. Double-click on a field from the list to add. Before it is added, the application will check if there is duplication. You can only add the fields that appear on the list.

3. To create a new template based on the new interface, right-click on a structure and choose Create Template for the Structure.

To view the existing templates that are provided with the installation, go to Start à Programs à SAP Business One à Data Migration à Templates

Rgds,

former_member187989
Active Contributor
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Check this links will guide you how to import sales order thru DTW.

Jeyakanthan

msundararaja_perumal
Active Contributor
0 Kudos

You can use the data import examples-template which is avaialable in the DTW folder.

You can use the DI-API reference,to know which fields are mandatory in the template and along with the examples for how to fill the template.