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Upload Supplier Contact Person
Upload Supplier Contact Person
Menu Path: Supplier > Maintenance > Upload Contact Person
Step 1: Click file link: 'Download Template File'
Notes:
- select source fields and add to target fields (You can choose the fields for the information you wish to upload) **The compulsory fields are pre-selected and can not be removed
- default format is “comma” delimiter
Step 2: Fill in the data
No | Field Name | Data Type | Remarks | Where to Find | Sample Data |
---|---|---|---|---|---|
1 | ACC_CODE | String with Maximum (50) Characters | Compulsory, Must match supplier account code | Supplier → Edit Supplier → Account Code | |
2 | BRANCH_TYPE | String with Maximum (100) Characters | HQ OR Branch. Case insensitive | ||
3 | ETHNIC | String with Maximum (20) Characters | malay, CHINESE. Case sensitive | ||
4 | TITLE | String with Maximum (20) Characters | Mr, Ms. Case sensitive | ||
5 | BRANCH_TAX_ID | String with Maximum (100) Characters | |||
6 | BRANCH_TAX_RUNNING_NO | String with Maximum (100) Characters | |||
7 | DOB | String in the following format (yyyy-mm-dd) | |||
8 | EMAIL1 | String with Maximum (255) Characters | |||
9 | EMAIL2 | String with Maximum (255) Characters | |||
10 | EMAIL3 | String with Maximum (255) Characters | |||
11 | FAX_NO | String with Maximum (30) Characters | |||
12 | HOME_PHONE | String with Maximum (30) Characters | |||
13 | IC_TYPE | String with Maximum (30) Characters | |||
14 | MAIN_ADDRESS1 | String with Maximum (100) Characters | |||
15 | MAIN_ADDRESS2 | String with Maximum (100) Characters | |||
16 | MAIN_ADDRESS3 | String with Maximum (100) Characters | |||
17 | MAIN_CITY | String with Maximum (100) Characters | |||
18 | MAIN_COUNTRY | String with Maximum (40) Characters | |||
19 | MAIN_POSTCODE | String with Maximum (20) Characters | |||
20 | MAIN_STATE | String with Maximum (20) Characters | |||
21 | MOBILE_PHONE | String with Maximum (30) Characters | |||
22 | NAMEFIRST | String with Maximum (50) Characters | |||
23 | NAMELAST | String with Maximum (50) Characters | |||
24 | PKID | Integer | |||
25 | PREFERENCE | String with Maximum (1000) Characters | |||
26 | REFERENCE_NO | String with Maximum (30) Characters | |||
27 | SALESMAN | Integer | |||
28 | SEX | String with Maximum (10) Characters | |||
29 | TAX_CODE | String with Maximum (100) Characters | |||
30 | TELEPHONE1 | String with Maximum (30) Characters | |||
31 | TELEPHONE2 | String with Maximum (30) Characters |
Excel sample:
Step 3: Save file, save as comma separated values (.csv) format
Step 4: Upload file
Sample of Error Message:
- If the file is not sucessfully uploaded, please refer to the column with RED color background
- Please move the cursor to the RED color background to see the Error Message
- If this situation happen, please verify and correct the error eg: in the above case, put the correct Supplier Acc Code at Edit Supplier Code
- After editing the file, please repeat STEP 4
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