How Do I: Work with PILOT Companies and Create a LIVE CompanyIn this walkthrough, you will learn how to copy your original PILOT company to a new PILOT company, on which you can test your data, and modify and delete data as required, and then create a LIVE company.
Important: In order to delete database data, you need a developer license. A customer license does NOT have permission to delete data from all of the tables that will be created in the Clean Company package. Your JustFood representative will likely have to perform these steps during your implementation phase.
This walkthrough provides an overview on how to do the following:
Louise's Bakery is implementing JustFood, and wants to test the product before going live. The JustFood team has already created the LouiseBakery_PILOT1 company, which contains all of the necessary setups and data.
Louise's Bakery has worked with the initial LouiseBakery_PILOT1 company, but now wants to make some changes to the setup. Because of existing transactions, some of the setup cannot be changed, so the LouiseBakery_PILOT1 company was copied over to the LouiseBakery_PILOT2 company, and the transactions were deleted from LouiseBakery_PILOT2. This company with no transaction data is known as a clean company.
After working with the data, Louise's Bakery discovered that the YOGIES items were incorrectly added to the database, and all of the YOGIES items need to be deleted. By creating a new configuration package that contained the Item table, and copying the database data to the package, the YOGIES items were deleted from the package, and then the package was applied to the database, which deleted the YOGIES items.
Louise's Bakery also wanted the customer address to have a consistent format. The first step, in making addresses consistent, was to change all references of "PO boxes" to "P.O. Boxes". This was done using an Excel spreadsheet, which allows you to perform a search and replace. While using the Excel spreadsheet, Louise's Bakery also discovered an incorrect record, which was then marked for deletion. By creating a new configuration package that contained the Customer table, and exporting the database data to an Excel spreadsheet, the data was replaced and the incorrect record was deleted. The spreadsheet was then reimported into the package, and the changes were applied to the database.
Louise's Bakery has completed their piloting, and is confident that the setup of the company is complete. The LouiseBakery_PILOT2 company was copied over to the LouiseBakery_LIVE company, and the transactions were deleted from LouiseBakery_LIVE. The number series was reset, and the company status was changed to Production. Louise's Bakery is now ready to go live.
Louise's Bakery has worked with the initial LouiseBakery_PILOT1 company, but now wants to make some changes to the setup. Because of existing transactions, some of the setup cannot be changed, so you need to create a copy of the LouiseBakery_PILOT1 company, and then delete the transactions. The new PILOT company will be called LouiseBakery_PILOT2. This company with no transaction data is known as a clean company. You can repeat these steps as many times as you need to create new PILOT companies.
Important: In order to delete database data from the Clean Company package, you need a developer license. A customer license does NOT have permission to delete data from all of the tables created in the Clean Company package.
To do this, you must perform the following steps:
Choose the Search icon, enter companies, and select Companies.
Select the company that you want to copy. In this case, LouiseBakery_PILOT1.
On the Home tab, choose Copy. The Copy Company window opens.
Enter the name of the new company. In this case, LouiseBakery_PILOT2.
Click OK.
Select the company that you just created.
On the Actions tab, choose Change Company Status. The Change Company Status window opens.
Select Testing for the New Company Status field. Companies with a status of Testing or Development allow you to delete data from the company.
Click OK.
Click Yes at the warning message. The status of the new company is Testing.
Switch to the company that you just created. In this case, LouiseBakery_PILOT2.
This steps creates a package that contains the tables that typically contain transaction data, which is what you want to delete from your LouiseBakery_PILOT2 company.
Choose the Search icon, enter configuration packages, and select Configuration Packages.
On the Actions tab, in the Functions group, choose Create Clean Company Package.
In the Code field, enter the code to represent the Clean Company package. For example, CLEAN_PILOT2.
In the Package Name field, enter the name that describes the package.
Click OK. Once the package is created, the Config Package Card window opens. If required, you can now add any custom tables that you also want to delete data from, or remove any tables that you don't want to delete data from.
This step deletes the data from the LouiseBakery_PILOT2 company using the CLEAN_PILOT2 package that you just created. Database data can only be deleted for companies that have a status of Testing or Development on the Companies window. This function does NOT run data deletion integrity checks.
Note: You can only delete data from tables that you are licensed to access.
You should be on the Config. Package Card for the CLEAN_PILOT2 package that you just created.
On the Home tab, in the Process group, choose Delete Database Data.
Warning: All data will be deleted in the listed tables. This process does NOT validate the data being deleted.
Click Yes at the confirmation message. The data is deleted. This may take a while depending on the number of records.
The transaction data has now been removed from your LouiseBakery_PILOT2 company, and you can now adjust your setup.
When the database data was deleted, all of the inventory was deleted as well. You need to reimport the opening inventory.
The OPENING INVENTORY package allows you to add inventory. The Item Journal table, in the OPENING INVENTORY package, allows lot numbers, item expiration dates and net weights to be loaded into the Item Journal, and then be posted without adding item tracking.
These steps are going to explain how to add lot numbers to the data without adding item tracking.
Data has been added to the database, such as items, locations, and bins.
Item tracking is set up for the items being added to inventory. That is, on the Item Card window, a value was selected in the Item Tracking Code field.
You need to populate the Item Journal window with the items that you want to add data to.
Open the Item Journal window.
Select a batch name. For example, OPENINV. Make note of the batch name.
Delete any lines in the journal.
Add the following information for each item that you want to add inventory to:
Entry Type: Select Positive Adjmt.
Document No.: Enter a document number.
Item No. Select the item that you want to add inventory to.
Location Code: Select the location of the inventory.
Bin Code: Select the bin that the inventory will be placed in.
Quantity: Enter the amount of items to add to inventory.
Unit of Measure Code: If not populated, select a unit of measure code.
Choose the Search icon, enter configuration packages, and select Configuration Packages.
On the Config. Packages window, open the OPENING INVENTORY package. This package is added when a new company is created.
Select the Item Journal Line record.
In the Excel tab, choose Export to Excel.
Click Yes.
Save the file.
From the Excel spreadsheet, you can enter the lot number, and choose the setting that allows you to add inventory without item tracking.
Open the Excel spreadsheet that you just created.
Delete all of the lines except for the ones where the Journal Batch Name is the same as the batch that you selected when populating the item journal.
Enter the lot numbers in the values in the Lot No. field.
If required, enter the total net weight of the items in the Net Weight field. Note: If the Net Weight field is blank, then the net weight will be inherited from the item card. If the Net Weight field is zero (0), then the net weight will remain zero.
Enter TRUE in the Post Using Line-Level Lot No. field for all items that you want to add the lot number. This will allow you to post the records from the Item Journal without having to add item tracking.
Save and close the spreadsheet. Important: If you do not close the spreadsheet, you cannot import it into JustFood.
From the OPENING INVENTORY Config. Package Card window, select the Item Journal Line record.
In the Excel tab, choose Import from Excel.
Select the Excel spreadsheet that you just saved. The value in the No. of Package Records field is updated once the spreadsheet is imported.
On the Functions tab, choose Apply Data.
Click Yes to continue. You will receive a message saying how many records were modified.
Now that the lot numbers have been assigned to the item, you can return to the Item Journal window, and add the items to inventory.
Open the Item Journal window.
Select the batch name that corresponds with the batch name where you added your items for opening inventory.
On the Home tab, choose Post.
Click Yes to post the journal lines.
The items have now been added to inventory.
Louise's Bakery has completed their piloting, and is confident that the setup of the company is complete. Now you need to create a transaction-free copy of the latest pilot company that you can go live with.
To do this, you must perform the following steps:
Choose the Search icon, enter companies, and select Companies.
Select the latest PILOT company that you want to copy.
On the Home tab, choose Copy. The Copy Company window opens.
Enter the name of the new company. In this case, LouiseBakery_LIVE.
Click OK.
Switch to the company that you just created. In this case, LouiseBakery_LIVE.
This steps creates a package that contains the tables that contain transaction data, which is what you want to delete from your LouiseBakery_LIVE company.
Choose the Search icon, enter configuration packages, and select Configuration Packages.
On the Actions tab, in the Functions group, choose Create Clean Company Package.
In the Code field, enter the code to represent the Clean Company package. For example, CLEAN_LIVE.
In the Package Name field, enter the name that describes the package.
Click OK. Once the package is created, the Config Package Card window opens. If required, you can now add any custom tables that you also want to delete data from, or remove any tables that you don't want to delete data from.
This step deletes the data from the LouiseBakery_LIVE company using the CLEAN_LIVE package that you just created. Database data can only be deleted for companies that have a status of Testing or Development on the Companies window. This function does NOT run data deletion integrity checks.
Note: You can only delete data from tables that you are licensed to access.
You should be on the Config. Package Card for the CLEAN_LIVE package that you just created.
On the Home tab, in the Process group, choose Delete Database Data.
Warning: All data will be deleted in the listed tables. This process does NOT validate the data being deleted.
Click Yes at the confirmation message. The data is deleted. This may take a while depending on the number of records.
The transaction data has now been removed from your LouiseBakery_LIVE company.
Once you're confident that your inventory levels will not be changing prior to going live, you can enter your final opening inventory.
See Importing Opening Inventory.
This step clears the number series that were incremented during piloting.
Create a new configuration package.
From the Configuration Packages window, click New. The Config. Package Card window opens.
In the Code field, enter NUMBER_SERIES.
In the Package Name field, enter Number Series.
Select the Exclude Config. Tables check box.
In the Tables FastTab, select 309 in the Table ID field.
Click OK.
Export the data to Excel.
From the Tables FastTab, choose Export to Excel.
Click Yes to export the data to the Excel spreadsheet.
Enter Number Series as the name for the spreadsheet and click Save. The Excel spreadsheet opens.
Update the data in the Excel spreadsheet.
Warning: Make sure that the corresponding tables using the number series have had their data cleared, otherwise resetting the number series may result in duplicate entry errors.
Open the spreadsheet.
Clear the data in the Last No. Used and Last Date Used columns for the number series where corresponding tables have had their data cleared.
Save the spreadsheet.
Import the Excel spreadsheet.
Return to the Config. Package Card window, and from the Tables Fast tab, choose Excel>Import from Excel.
Click Yes to import the data to the package.
Navigate to the spreadsheet, and click Open.
Apply the changed data to the database.
On the Home tab, in the Process group, choose Apply Package.
Click Yes to apply the data.
The number series have now been reset, and records will be numbered according to the starting number in the series.
This step changes the status of the company to Production.
Choose the Search icon, enter companies, and select Companies.
Select the LIVE company. In this case, LouiseBakery_LIVE.
On the Actions tab, choose Change Company Status.
Select Production in the New Company Status field.
Click OK.
The status of the LIVE company is now Production, and Louise's Bakery is ready to start using the LouiseBakery_LIVE company.
How Do I: Work with PILOT Companies and Create a LIVE Company
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JustFood 2018 (11.00.00.00) | February 2018