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Customer and Supplier information lost after link to accounting | 和UBS系统链接后所有客户和供货商消失
Author: Susan Lai Reference Number: AA-00311 Views: 2444 Created: 2014-05-01 21:18 Last Updated: 2014-05-01 22:09 100 Rating/ 1 Voters

Scenario:

Entered customer and supplier information into system, but when link to accounting system all the customer and supplier is lost.


Solution:

Since UBS Stock Control system will retrieve all the customers/suppliers info from UBS Accounting system database, customers/suppliers info that was maintained in UBS Stock Control system found missing after linking to UBS Accounting System. The solution below is necessary to keep all customers and suppliers.

  1. Unlink between UBS Inventory and Accounting
  2. Export customer/supplier file to a temp folder
  3. Import the customer/supplier file into ACC
  4. Link up UBS Inventory and Accounting

*NOTE: Please refer Export/Import FAQ for detail for export and import step


方案:

输入了客户和供货商的资料进UBS库存系统,但是一旦和UBS理财系统链接所有的客户和供货商资料全都都不见了。


解决方案:

当UBS库存系统一和UBS理财系统链接,库存系统将会从理财系统里索取客户和供货商资料。如果用户在库存系统里输入客户和供货商资料,一旦链接用户将会找不到之前所输入的资料。

  1. 解开库存系统和理财系统的链接
  2. 在库存系统里导出客户和供货商资料(使用导出/导入功能)
  3. 然后导入进理财系统里(使用导出/导入功能)
  4. 从新链接库存和理财系统

*备注:请参考导入/导出仔细步骤于导入/导出功能使用方法疑问解答

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