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Rename data-import-tool.md2.4.1 Werkzeug zum Datenimport Das Werkzeug zum Datenimport ist ein großartiger Weg um große Mengen an Daten, speziell Stammdaten, in das System hochzuladen oder zu bearbeiten. Um das Werkzeug zum Datenimport zu öffnen, gehen Sie entweder zu den Einstellungen oder zur Transaktion, für die Sie importieren wollen. Wenn der Datenimport erlaubt ist, sehen Sie eine Importschaltfläche: Das Werkzeug hat zwei Abschnitte, einen um eine Vorlage herunter zu laden, und einen zweiten um Daten hoch zu laden. (Anmerkung: Für den Import sind nur die DocTypes zugelassen, deren Dokumenttyp "Stammdaten" ist, oder bei denen die Einstellung "Import erlauben" aktiviert ist.) 1. Herunterladen der Vorlage Daten werden in ERPNext in Tabellen gespeichert, sehr ähnlich einer Tabellenkalkulation mit Spalten und Zeilen voller Daten. Jede Instanz in ERPNext kann mehrere verschiedene mit Ihr verbundene Untertabellen haben. Die Untertabellen sind mit Ihren übergeordneten Tabellen verknüpft und werden dort eingesetzt, wo es für eine Eigenschaft mehrere verschiedene Werte gibt. So kann z. B. ein Artikel mehrere verschiedene Preise haben, eine Rechnung hat mehrere verschiedene Artikel usw. - Klicken Sie auf die Tabelle, die Sie herunter laden wollen, oder auf "Alle Tabellen". - Für Massenbearbeitung klicken Sie auf "Mit Daten herunterladen". 2. Füllen Sie die Vorlage aus Öffnen Sie die Vorlage nach dem Herunterladen in einer Tabellenkalkulationsanwendung und fügen Sie die Daten unterhalb der Spaltenköpfe ein. Exportieren Sie dann Ihre Vorlage oder speichern Sie sie im CSV-Format (Comma Separated Values). 3. Hochladen der CSV-Datei Fügen Sie abschliessend die CSV-Datei im Abschnitt Import hinzu. Klicken Sie auf die Schaltfläche "Hochladen und Importieren". Anmerkungen: 1. Stellen Sie sicher, dass Sie als Verschlüsselung UTF-8 verwenden, wenn Ihre Anwendung das zulässt. 2. Lassen Sie die Spalte ID für einen neuen Datensatz leer. 4. Hochladen aller Tabellen (übergeordnete und Untertabellen) Wenn Sie alle Tabellen auswählen, dann erhalten Sie Spalten für alle Tabellen in einer Zeile gertrennt durch ~ Spalten. Wenn Sie mehrere verschiedene Unterzeilen haben, dann müssen Sie einen neuen Hauptartikel in einer neuen Zeile eintragen. Sehen Sie hierzu das Beispiel unten: Main Table ~ Child Table Column 1 Column 2 Column 3 ~ Column 1 Column 2 Column 3 v11 v12 v13 c11 c12 c13 c14 c15 c17 v21 v22 v23 c21 c22 c23 Um zu sehen, wie das gemacht wird, geben Sie manuell über Formulare einige Datensätze ein und exportieren Sie "Alle Tabellen" über "Mit Daten herunterladen". 5. Überschreiben ERPNext ermöglicht es Ihnen auch alle oder bestimmte Spalten zu überschreiben. Wenn Sie bestimmte Spalten aktualisieren möchten, können Sie die Vorlage mit Daten herunter laden. Vergessen Sie nicht die Box "Überschreiben" zu markieren, bevor sie hochladen. Anmerkung: Wenn Sie "Überschreiben" auswählen, werden alle Unterdatensätze eines übergeordneten Elements gelöscht. 6. Einschränkungen beim Hochladen ERPNext begrenzt die Menge an Daten, die Sie in einer Datei hochladen können. Die Menge kann sich je nach Datentyp unterscheiden. Normalerweise kann man problemlos ungefähr 1.000 Zeilen einer Tabelle in einem Vorgang hochladen. Wenn das System den Vorgang nicht akzeptiert, sehen Sie eine Fehlermeldung. Warum das alles? Wenn Sie zuviele Daten hochladen, kann das System abstürzen, im Besonderen dann, wenn andere Benutzer parallel arbeiten. Daher begrenzt ERPNext die Anzahl von Schreibvorgängen, die Sie mit einer Eingabe verarbeiten können. Wie fügen Sie Dateien an? Wenn Sie ein Formular öffnen, dann sehen Sie in der Seitenleiste rechts einen Abschnitt zum Anfügen von Dateien. Klicken Sie auf "Hinzufügen" und wählen Sie die Datei aus, die Sie anfügen möchten. Klicken Sie auf "Hochladen" und die Sache ist erledigt. Was ist eine CSV-Datei? Eine CSV (Durch Kommas getrennte Werte)-Datei ist ein Datensatz, den Sie in ERPNext hochladen können um verschiedene Daten zu aktualisieren. Jedes gebräuchliche Tabellenkalkulationsprogramm wie MS-Excel oder OpenOffice Spreadsheet kann im CSV-Format abspeichern. Wenn Sie Microsoft Excel benutzen und nicht-englische Zeichen verwenden, dann sollten Sie Ihre Datei UTF-8-kodiert abspeichern. Bei älteren Versionen von Excel gibt es keinen eindeutigen Weg als UTF-8 zu speichern. Deshalb können Sie die Datei auch ganz einfach als CSV abspeichern, dann mit Notepad öffnen und als UTF-8 abspeichern. (Microsoft Excel kann das leider nicht.) to data-import-tool.md
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Merge pull request #4503 from nabinhait/target_warehouse_patch
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[patch] Repost entries with wrongly selected target warehouse
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Nabin Hait
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[patch] Repost entries with wrongly selected target warehouse
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Anand Doshi
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Merge pull request #4502 from nabinhait/general_ledger_fix
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[fix][report] General Ledger
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Anand Doshi
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[translations]
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[fix] delete lead addresses in delete company transactions
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Nabin Hait
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[fix][report] General Ledger
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Anand Doshi
2da81732eb
Merge pull request #4500 from rmehta/fixes-to-tree
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[fix] rename tree item fixes #2524
2015-12-15 14:38:26 +05:30
ShashaQin
81b8627250
Update serial_no.json
2015-12-15 14:14:51 +05:30
ShashaQin
79586775b2
Update serial_no.json
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change "delivery_document_type" to Link and ""delivery_document_no" to Dynamic link will be more convenient, like "purchase_document_type" and "purchase_document_no".
2015-12-15 14:14:26 +05:30
Anand Doshi
8ee5498fe0
[fix] delete lead addresses in delete company transaction
2015-12-15 13:14:38 +05:30
Rushabh Mehta
e8ab320028
[fix] rename tree item fixes #2524
2015-12-15 12:06:37 +05:30
Chris Ian Fiel
c80796cdd5
Cash Flow Report
2015-12-12 11:26:54 +08:00
Chris Ian Fiel
fde03453e4
Cash Flow Report
2015-12-12 10:54:56 +08:00
Chris Ian Fiel
826e18a29f
Cash Flow Report
2015-12-12 10:33:01 +08:00
Nabin Hait
660f479ec8
bumped to version 6.12.11
2015-12-11 15:36:29 +06:00
Nabin Hait
fa557f494b
Merge pull request #4481 from nabinhait/develop
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[fix] Ignore user permission in target warehouse in SO
2015-12-11 15:04:38 +05:30
Anand Doshi
695d09f9cd
[fix] typo
2015-12-11 15:03:26 +05:30
Anand Doshi
66c9940d73
[fix] [validation] website url should be public
2015-12-11 15:02:58 +05:30
Nabin Hait
204af3ce90
[fix] Ignore user permission in target warehouse in SO
2015-12-11 15:01:02 +05:30
Nabin Hait
83f9f93015
bumped to version 6.12.10
2015-12-11 15:05:41 +06:00
Nabin Hait
53804c5bed
Merge pull request #4472 from umairsy/develop
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[docs] Added new videos
2015-12-11 14:31:35 +05:30
Nabin Hait
d3d4fe45c6
Merge pull request #4473 from nabinhait/sms_logs
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[fix] Ignore permissions while creating sms logs
2015-12-11 14:31:26 +05:30
Nabin Hait
fc4eca5cc7
[fix] Website Image validation
2015-12-11 11:47:05 +05:30
Rushabh Mehta
a1a712b0c6
[minor] [fix] task close button condition
2015-12-11 11:16:03 +05:30
Nabin Hait
2164595933
[fix] Ignore permissions while creating sms logs
2015-12-10 18:09:57 +05:30
Umair Sayyed
8eaf5eee74
[docs] Added videos
2015-12-10 17:58:12 +05:30
Nabin Hait
9cca3494c0
bumped to version 6.12.9
2015-12-10 15:11:02 +06:00
Nabin Hait
360b057b0a
[chnage-log]
2015-12-10 14:37:28 +05:30
Nabin Hait
56ae9481a0
Merge pull request #4466 from rmehta/task-notification-on-overdue
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[enhancement] task status will be set to overdue when it crosses expected end date
2015-12-10 14:30:34 +05:30
Nabin Hait
12425e22a6
Merge pull request #4462 from nabinhait/sal_slip_fix
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[fix] Payment days calculation in salary slip
2015-12-10 14:23:31 +05:30
Nabin Hait
da80a649fc
Merge pull request #4465 from anandpdoshi/fix/validate-website-image-public
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[fix] validate that Item's website image is public
2015-12-10 14:23:14 +05:30
Rushabh Mehta
13ec41abb2
[enhancement] task status will be set to overdue when it crosses expected end date
2015-12-10 12:59:02 +05:30
Anand Doshi
b3051ab84d
[fix] validate that Item's website image is public
2015-12-10 11:46:20 +05:30
Nabin Hait
533aba02c5
[fix] Payment days calculation in salary slip
2015-12-10 10:50:42 +05:30
Rushabh Mehta
a5cf8a86c1
[minor] lang fixes for email digest
2015-12-10 10:38:46 +05:30
Rushabh Mehta
c819fd4ee8
[translations] for #4461
2015-12-10 10:34:32 +05:30
Anand Doshi
2af44ffd06
[fix] setup wizard is_private
2015-12-09 17:29:11 +05:30
Nabin Hait
5d39a9594d
[fix] Reload SO Item in patch
2015-12-09 17:06:09 +05:30
Nabin Hait
7290c79fdf
bumped to version 6.12.8
2015-12-09 16:02:30 +06:00
Nabin Hait
547e916b00
Merge pull request #4452 from saurabh6790/drop-ship-fixes-3
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[fixes] pull customer details only if drop shipping is marked
2015-12-09 15:31:49 +05:30
Nabin Hait
783e63a8e6
suomalainen translation fixed for Extra Small and Large
2015-12-09 15:29:21 +05:30
Saurabh
f6891975d5
[fixes] pull customer details only if drop shipping is marked
2015-12-09 15:04:12 +05:30
Nabin Hait
1b0c797817
bumped to version 6.12.7
2015-12-09 15:29:44 +06:00
Nabin Hait
c119cbcb50
Merge pull request #4449 from nabinhait/coa_fix
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[fix] Stock account identified in COA of Guatamala
2015-12-09 13:58:09 +05:30
Giovanni Lion
5de53eb0eb
Voucher dynamic link fix to allow links to work if user language is not english
2015-12-09 15:45:40 +08:00
Nabin Hait
49fe7af6de
[fix] Stock account identified in COA of Guatamala
2015-12-09 11:27:10 +05:30
Nabin Hait
3931a35e27
bumped to version 6.12.6
2015-12-08 18:36:25 +06:00
Nabin Hait
56595ecda0
Merge pull request #4445 from nabinhait/patch_fix1
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[patch][fix] Fixed drop ship status and tax rule patch
2015-12-08 18:05:33 +05:30
Nabin Hait
61c6552434
[fix] Hungary translation for chart of accounts
2015-12-08 18:03:23 +05:30
Nabin Hait
4ad0963ee8
[patch][fix] Fixed drop ship status and tax rule patch
2015-12-08 16:51:04 +05:30
Nabin Hait
d56ec92682
bumped to version 6.12.5
2015-12-08 16:10:17 +06:00
Nabin Hait
694373d022
Fixed conflict
2015-12-08 15:30:15 +05:30
Nabin Hait
40d49ccf98
Merge pull request #4444 from nabinhait/get_incoming_rate_fix
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[fix] Get incoming rate if args as json
2015-12-08 15:17:32 +05:30
Nabin Hait
4372ac559a
Merge pull request #4443 from nabinhait/bank_reco_print
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[fix] Print format for bank reco statement
2015-12-08 15:17:24 +05:30
Nabin Hait
41c8cf645a
[fix] Get incoming rate if args as json
2015-12-08 14:50:24 +05:30
Saurabh
70ed6ede5c
[fixes] patch to update delivery status for drop ship item
2015-12-08 14:48:19 +05:30
Nabin Hait
7af5c4aefc
[fix] Print format for bank reco statement
2015-12-08 14:25:10 +05:30
Saurabh
01ca354d52
[fixes] Drop Shipping - Purchase Order Cancellation - Sales Order Status
2015-12-08 14:03:09 +05:30
Nabin Hait
a974ab3dc5
[fix][patch] Create Tax Rule based on default taxes and charges template in Customer and Supplier
2015-12-08 12:56:14 +05:30
Anand Doshi
cc24d28ddc
[fix] address creation for new user
2015-12-08 12:34:13 +05:30
Rushabh Mehta
441b2c7657
[minor] limit pos search to 24 items at a time
2015-12-08 12:16:53 +05:30
Anand Doshi
51d07dfca2
[docs] rename perm level error article
2015-12-07 16:22:57 +05:30
Nabin Hait
6a8ff42a5a
bumped to version 6.12.4
2015-12-07 14:54:59 +06:00
Nabin Hait
06db236aa0
[fix] Allow Production Order, by default unchecked in item
2015-12-07 14:19:13 +05:30
Nabin Hait
733680bc3f
[translations]
2015-12-07 14:12:41 +05:30
Rushabh Mehta
14a0441b4b
[fix] removed temp_highlight
2015-12-07 12:28:03 +05:30
Rushabh Mehta
a311e706b0
[docs] home.png
2015-12-07 12:13:17 +05:30
Rushabh Mehta
e6a16c29df
[docs] index fix
2015-12-07 12:07:01 +05:30
Nabin Hait
92bb480fc3
Merge pull request #4432 from bohlian/develop
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Purchase Invoice - Show Payment Button when Outstanding Amount !=0
2015-12-07 11:12:11 +05:30
Nabin Hait
7dc0da18b5
Merge pull request #4433 from nabinhait/expense_allow_import
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[fix] Allowed import for Expense Claim
2015-12-07 11:11:35 +05:30
Nabin Hait
c8a2b94200
Merge pull request #4434 from nabinhait/whitelist_fix
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[fix] get_incoming_rate function whitelisted
2015-12-07 11:11:21 +05:30
Nabin Hait
5eefff13a1
[fix] get_incoming_rate function whitelisted
2015-12-07 10:44:56 +05:30
Nabin Hait
9421e9873a
[fix] Allowed import for Expense Claim
2015-12-07 10:40:13 +05:30
bohlian
5e4c8a52ee
Payment To Be Shown When Outstanding Amount != 0
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Payment button should be shown when outstanding amount != 0.
2015-12-07 12:06:08 +08:00
Saurabh
4f39fd243e
[fixes] recreate print format, shipping address on po for drop ship, validate update stock
2015-12-06 10:09:06 +05:30
Nabin Hait
c43a11a313
Merge pull request #4431 from nabinhait/leave_fix
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[fix] Don't validate balance for lwp and in balance consider all leaves in the allocation period
2015-12-05 12:43:38 +05:30
Nabin Hait
1bffb42809
Merge pull request #4428 from nabinhait/get_exchange_rate
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[fix] Get exchange rate as 1 if same currency
2015-12-05 12:43:13 +05:30
Nabin Hait
4660f820da
Merge pull request #4427 from nabinhait/offer_letter_fix
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[fix] Offer letter print format fixed
2015-12-05 12:42:39 +05:30
Nabin Hait
1a19c05ef0
Merge pull request #4425 from nabinhait/bank_reco_fix
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[fix] Fixed amounts not reflected in bank
2015-12-05 12:42:20 +05:30
Nabin Hait
d53e780fb8
[fix] Don't validate balance for lwp and in balance consider all leaves in the allocation period
2015-12-05 12:15:49 +05:30
Nabin Hait
0f5d97a156
[fix] Get exchange rate as 1 if same currency
2015-12-04 16:47:34 +05:30
Rushabh Mehta
2f273674e9
[docs] fixed links
2015-12-04 16:00:38 +05:30
Nabin Hait
734a40ad62
[fix] Offer letter print format fixed
2015-12-04 12:19:21 +05:30
Nabin Hait
9547b774f7
[fix] Fixed amounts not reflected in bank
2015-12-04 11:05:25 +05:30
Rushabh Mehta
e1f8b1d695
[minor] [production planning tool] include non production items without default BOM in multi-level BOM
2015-12-04 10:53:15 +05:30
Rushabh Mehta
7be2e985b0
[docs] updated generated docs
2015-12-03 18:28:19 +05:30
Rushabh Mehta
3b6287d849
[docs] updated generated docs
2015-12-03 18:27:13 +05:30
Rushabh Mehta
ab7021ce64
[docs] merged kb and cleanup. warning: don't see the commit
2015-12-03 17:59:34 +05:30
Rushabh Mehta
275b3eec0d
bumped to version 6.12.3
2015-12-03 18:28:57 +06:00
Rushabh Mehta
acaef538c2
Merge pull request #4420 from rmehta/stock-entry-fix
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[minor] allow stock entry for manufacture without production order
2015-12-03 17:58:07 +05:30
Rushabh Mehta
041b062014
Merge pull request #4419 from nabinhait/salary_payment_days
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[fix] Payment Days and holidays considering joining and relieving dates
2015-12-03 17:57:24 +05:30
Rushabh Mehta
39e603a154
Merge pull request #4413 from nabinhait/bank_transfer_exchange_rate
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Bank transfer exchange rate and account balance in COA
2015-12-03 17:56:03 +05:30
Nabin Hait
a4eeb919e6
[fix] Set payment days considering joinging date, reliving date and applicable holidays
2015-12-03 15:10:30 +05:30
Nabin Hait
c4d9554a05
[fix] Payment Days and holidays considering joining and relieving dates
2015-12-03 15:10:30 +05:30
Nabin Hait
4c7a32e446
[fix] Toggle required for sales and purchase tax template based on tax type
2015-12-03 11:47:38 +05:30
Rushabh Mehta
2c069a418a
[minor] allow stock entry for manufacture without production order
2015-12-03 11:10:23 +05:30
Rushabh Mehta
ba2596a7e0
[minor] validate email id before inviting user
2015-12-03 10:35:11 +05:30
Rushabh Mehta
f7911687a0
[minor] fixes to patch
2015-12-03 08:09:42 +05:30
Rushabh Mehta
5dd1aa9f31
bumped to version 6.12.2
2015-12-02 15:24:45 +06:00
Nabin Hait
8df5900f98
[fix] Inactive salary structure validation
2015-12-02 14:50:08 +05:30
Nabin Hait
f58a3726a7
Balance in chart of accounts in both company and account currency
2015-12-02 12:28:06 +05:30
Nabin Hait
1c77506e80
[fix] Don't overwrite exchange rate on saving for bank transfer
2015-12-02 12:28:06 +05:30
Rushabh Mehta
f1f556c0ac
Merge pull request #4409 from nabinhait/reorder_level
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[fix] Reorder Qty mandatory if reorder level entered
2015-12-02 12:25:09 +05:30
Rushabh Mehta
4a1b9ac793
Merge pull request #4407 from nabinhait/develop
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[fix] Mapping allowed for negative quantity
2015-12-02 12:24:49 +05:30
Nabin Hait
20abc2d0e8
[fix] Reorder Qty mandatory if reorder level entered
2015-12-01 19:01:19 +05:30
Rushabh Mehta
4496cc1e80
bumped to version 6.12.1
2015-12-01 18:48:28 +06:00
Rushabh Mehta
29cca2352c
[hot] [fix] trial balance report
2015-12-01 18:17:33 +05:30
Nabin Hait
d793fc9446
[fix] Mapping allowed for negative quantity
2015-12-01 17:28:12 +05:30
Nabin Hait
5b73dea9f6
[fix] Get items in stock reconciliation based on default warehouse or existing bin
2015-12-01 16:47:17 +05:30
Nabin Hait
c4edcf1532
[fix] Recurring test case fixed for the 1st day of the month
2015-12-01 16:28:35 +05:30
Rushabh Mehta
48b1633ff5
bumped to version 6.12.0
2015-12-01 16:54:13 +06:00
Rushabh Mehta
4140fa59c5
[translations]
2015-12-01 16:02:15 +05:30
Rushabh Mehta
afacc3d779
[minor] catch illegal reference, via error report
2015-12-01 15:53:07 +05:30
Rushabh Mehta
29f9f6c147
[fixes] [ux] get product bundle items only on po, mr and button on toolbar
2015-12-01 11:36:22 +05:30
Rushabh Mehta
37d9d6fdea
Merge pull request #4402 from nabinhait/allow_root_accounts
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[feature] Allowed custom root accounts in Chart of Accounts
2015-12-01 10:59:44 +05:30
Rushabh Mehta
0cc177f73c
Merge pull request #4400 from nabinhait/total_amount_in_jv
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[fix] Total Amount in Journal Entry in bank currency
2015-12-01 10:58:34 +05:30
Nabin Hait
8c4e043747
[feature] Allowed custom root accounts in Chart of Accounts
2015-12-01 10:34:43 +05:30
Nabin Hait
ddc295b4b3
[minor] Set expense account as Stock RBNB for perpetual inventory after mapping
2015-11-30 18:40:28 +05:30
Nabin Hait
621f4cd7c9
[fix] Invoicing against drop-ship Purchase Order
2015-11-30 18:40:28 +05:30
Rushabh Mehta
4750b1fdb7
Merge pull request #4397 from rmehta/setup-wizard-fixes
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[minor] system settings in setup wizard moved to frappe
2015-11-30 17:17:16 +05:30
Nabin Hait
72e348daf5
[fix] Show 'Make Purchase Receipt' button in PO even if all items are non-stock items
2015-11-30 16:26:49 +05:30
Nabin Hait
6c173e9730
[fix] Total Amount in Journal Entry in bank currency
2015-11-30 16:13:42 +05:30
Nabin Hait
ec1695dbe3
[fix] Bank Reconciliation in account currency
2015-11-30 15:23:46 +05:30
Rushabh Mehta
7909102edd
[minor] system settings in setup wizard moved to frappe
2015-11-30 15:12:45 +05:30
Rushabh Mehta
9f7de868ef
[fixes] stock reco, must always set qty and rate
2015-11-30 14:16:36 +05:30
Rushabh Mehta
d6c5235d58
[minor] [translation] fix #4343
2015-11-30 11:33:01 +05:30
Rushabh Mehta
32e55e174d
[minor] fix error message
2015-11-30 10:51:29 +05:30
Anand Doshi
47e82d1a49
bumped to version 6.11.3
2015-11-27 18:08:46 +06:00
Anand Doshi
563c243ec6
Revert "[hotfix] total amount in journal entry"
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This reverts commit 5b03a75970
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2015-11-27 17:38:17 +05:30
Anand Doshi
711e675987
bumped to version 6.11.2
2015-11-27 17:54:49 +06:00
Anand Doshi
5b03a75970
[hotfix] total amount in journal entry
2015-11-27 17:24:06 +05:30