Overview of Configuration Programs for Business Data
You can use the Configuration Utilities program (P01RS01) to launch configuration programs that enable you to export and import business data to and from a Microsoft® Excel® spreadsheet. The advantages of using a spreadsheet include the ability to:
Use the Find/Replace feature to revise data.
Sort and filter data.
Load a translation.
Easily remove data from columns that are not used.
Correct invalid data with less effort, instead of by grid row in the configuration program.
Customers can use the configuration programs to import business data from a legacy system to the JD Edwards EnterpriseOne system, or to create business data without a legacy system.
Business partners can use the configuration programs to configure data for implementations or want to create reusable data for other configuration solutions. Business partners can export country-specific business data from a configuration program to a spreadsheet, where they can revise the data to suit the needs of a particular country or client.
Alternatively, business partners can begin the process with data in a spreadsheet and import the data to the corresponding JD Edwards EnterpriseOne table by using the configuration program. For detailed information, see Overview of the Export and Import Process for Business Data.
You can use the Configuration Utilities program to launch the following business data configuration programs and update the tables indicated. The first three programs support translated descriptions, as indicated by the D tables:
Program (Program Number) |
Table |
|---|---|
Configure Business Units (P01RS006) |
Business Unit Master (F0006) Business Unit Alternate Description (F0006D) |
Configure Accounts (P01RS901) |
Account Master (F0901) Account Master Alternate Description (F0901D) |
Configure Financial AAIs (P01RS012) |
Financial AAIs (F0012) AAI Alternate Description (F0012D) |
Configure Order Activity Rules (P01RS204) |
Order Activity Rules (F40203) |
Configure Order Line Types (P01RS205) |
Line Type Constants (F40205) |
Configure Manufacturing and Distribution AAIs (P01RS950) |
Manufacturing and Distribution AAIs (F4095) |
The basic functionality for the six application configuration programs is the same. The programs differ in the fields that display on each form and the fields that are updated in the corresponding table. Depending on whether you use a Microsoft® Windows® or a Web environment, the configuration programs differ in the formats that are available to export and import data, as shown in this table:
Export/Import Tool |
Microsoft® Windows® |
Web |
||
|---|---|---|---|---|
Export |
Import |
Export |
Import |
|
Microsoft® Excel® |
Yes |
Yes |
Yes |
Yes |
Lotus 1-2-3® |
Yes |
Yes |
No |
No |
Lotus WordPro |
Yes |
No |
No |
No |
CSV |
No |
No |
Yes |
Yes |
Microsoft® Word |
Yes |
No |
Yes |
No |
The configuration programs are considered complimentary to other data loading methods used with JD Edwards EnterpriseOne. Based on the volume of data, source system, types of changes required, and other factors, customers can use one or more of the following methods to import data into JD Edwards EnterpriseOne:
Batch processing (Z tables)
Custom table conversions
Manual data additions
Supported EDI transactions
Existing spreadsheet uploads
Custom SQL logic