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Support center for flex.bi version 3.2

Hansaworld Source File Import

Owned by Dace Kvalberga
Last updated: Mar 16, 2017 by GvidoVersion comment

FOLLOW THESE STEPS

  1. Go to Module  Database maintenance in you Hansaworld Standard ERP
  2.  Open  Routines > Exports > Register exports
  3. Type in the Technical name of register, for example, CUVc . Press Ok. See the list below for supported Hansaworld files and their technical names for each Hansaworld Data cube.

  4. Save file and use the technical name as a filename. Example: CUVc.txt

  5. Upload them in Source Files tab

    DO NOT FORGET TO PRESS IMPORT FOR FLEX.BI HANSAWORLD APPLICATION AFTER FILE UPLOAD

To export data only for specific period, for example, invoices for 2016, use module Integration > Routines > Exports >  Transaction registers (period).

Contact us if you want to use Automated exports from your HansaWorld with HAL.

List of HansaWorld Files Supported 

*  ESSENTIAL to create coresponding Data Cube correctly
** DYNAMIC you have to choose which Object or Classification types must be imported in HansaWorld Source Application

HANSAWORLD INVOICES DATA CUBE

Based on Sales Ledger module and Invoices data

 

 

  • Base currency setting - BaseCurBlock *
  • Invoices - IVVc *
  • Customers - CUVc (Contacts) *
  • CCatVc - Customer categories *
  • Items - INVc *
  • Persons - UserVc (Sales Person) *
  • Item Groups - ITVc *
  • Invoice Balances - ARVc / Measures Dimension
  • Location - LocationVc
  • Object Class - OTVc (Object Types) **
  • Objects - ObjVc
  • Customer Class -  CCLassVc (Contact Classifications) **
  • Item Class - DIVc (Item Classifications) **
  • Item varieties - VARVc

  • Item variety groups - VARGVc **

  • Location classes - LocClTypeVc **

  • Location types - LocCLVc

HANSAWORLD FINANCIALS DATA CUBE

Based on General Ledger module and Transactions data

  • Transactions  - TRVc*
  • Accounts - AccVc*
  • Object Class - OTVc (Object Types) **
  • Objects - ObjVc *

DO NOT FORGET TO PRESS IMPORT FOR FLEX.BI HANSAWORLD APPLICATION AFTER FILE UPLOAD

Have a question ? Contact us

HANSAWORLD QUOTATIONS DATA CUBE

Based on Quotations module and Quotations data

  • Quotations - QtVc *
  • Base currency setting - BaseCurBlock *
  • Customers - CUVc (Contacts) *
  • CCatVc - Customer categories *
  • Items - INVc *
  • Item Groups - ITVc *
  • Persons - UserVc (Sales Person) *
  • Object Class - OTVc (Object Types) **
  • Objects - ObjVc
  • Customer Class -  CCLassVc (Contact Classifications) **
  • Item Class - DIVc (Item Classifications) **
  • Item varieties - VARVc  
  • Item variety groups - VARGVc **

HANSAWORLD CRM DATA CUBE

Based on CRM module and Activities data

  • Activities - ActVc *
  • Base currency setting - BaseCurBlock *
  • Customers - CUVc (Contacts) *
  • CCatVc - Customer categories *
  • Items - INVc *
  • Item Groups - ITVc *
  • Persons - UserVc (Sales Person) *
  • Accounts - AccVc
  • Activity Types - ActTypeVc *
  • Projects - PRVc *
  • Object Class - OTVc (Object Types) **
  • Objects - ObjVc
  • Customer Class -  CCLassVc (Contact Classifications) **
  • Item Class - DIVc (Item Classifications) **

HANSAWORLD SALES ORDERS DATA CUBE

Based on Sales Orders module and Sales Orders data

  • Sales Orders - ORV *
  • Base currency setting - BaseCurBlock *
  • Customers - CUVc (Contacts) *
  • CCatVc - Customer categories *
  • Items - INVc *
  • Item Groups - ITVc *
  • Persons - UserVc (Sales Person) *
  • Location - LocationVc
  • Location classes - LocClTypeVc **
  • Location types - LocCLVc
  • Object Class - OTVc (Object Types) **
  • Objects - ObjVc
  • Customer Class -  CCLassVc (Contact Classifications) **
  • Item Class - DIVc (Item Classifications) **
  • Item varieties - VARVc 

  • Item variety groups - VARGVc **

HANSAWORLD JOB COSTING DATA CUBE

Based on Job Costing module and Project budget data

  • Project budget - TBBUVc *
  • Base currency setting - BaseCurBlock *
  • Customers - CUVc (Contacts) *
  • CCatVc - Customer categories *
  • Items - INVc *
  • Item Groups - ITVc *
  • Persons - UserVc (Sales Person) *
  • Activity Types - ActTypeVc
  • Projects - PRVc *
  • Object Class - OTVc (Object Types) **
  • Objects - ObjVc
  • Customer Class -  CCLassVc (Contact Classifications) **
  • Item Class - DIVc (Item Classifications) **

HANSAWORLD STOCK DATA CUBE

 

 

HANSAWORLD GOODS RECEIPTS DATA CUBE

HANSAWORLD STOCK DEPRECIATION DATA CUBE

HANSAWORLD STOCK MOVEMENTS DATA CUBE


Stock module in HansaWorld has 5 transaction registers. Flex.bi supports them all in a seperate data cubes.  As we also have shared measures - data from Goods received will be available in also in Stock cube, and for example.

 


HANSAWORLD STOCK DATA CUBE
  • Item status - ItemStatusVc *
  • Item History - ItemHistVc *
  • Base currency setting - BaseCurBlock *
  • Customers - CUVc (Contacts) *
  • CCatVc - Customer categories *
  • Items - INVc *
  • Item Groups - ITVc *
  • Persons - UserVc (Sales Person) *
  • Location - LocationVc
  • Location classes - LocClTypeVc **
  • Location types - LocCLVc
  • Object Class - OTVc (Object Types) **
  • Objects - ObjVc
  • Customer Class -  CCLassVc (Contact Classifications) **
  • Item Class - DIVc (Item Classifications) **
  • Item varieties - VARVc 

  • Item variety groups - VARGVc **

HANSAWORLD GOODS RECEIPTS DATA CUBE
  • Goods Receipts - PUVc *
  • Base currency setting - BaseCurBlock *
  • Customers - CUVc (Contacts) *
  • CCatVc - Customer categories *
  • Items - INVc *
  • Item Groups - ITVc *
  • Persons - UserVc (Sales Person) *
  • Location - LocationVc
  • Location classes - LocClTypeVc **
  • Location types - LocCLVc
  • Object Class - OTVc (Object Types) **
  • Objects - ObjVc
  • Customer Class -  CCLassVc (Contact Classifications) **
  • Item Class - DIVc (Item Classifications) **
  • Item varieties - VARVc 

  • Item variety groups - VARGVc **

HANSAWORLD STOCK DEPRECIATION DATA CUBE

  • Stock Depreciation - SDVc *
  • Base currency setting - BaseCurBlock *
  • Customers - CUVc (Contacts) *
  • CCatVc - Customer categories *
  • Items - INVc *
  • Item Groups - ITVc *
  • Persons - UserVc (Sales Person) *
  • Location - LocationVc
  • Location classes - LocClTypeVc **
  • Location types - LocCLVc
  • Object Class - OTVc (Object Types) **
  • Objects - ObjVc
  • Customer Class -  CCLassVc (Contact Classifications) **
  • Item Class - DIVc (Item Classifications) **
  • Item varieties - VARVc 

  • Item variety groups - VARGVc **

  • Standard Problems - StandProblemVc

HANSAWORLD STOCK MOVEMENTS DATA CUBE

  • Stock Movements - StockMovVc *
  • Base currency setting - BaseCurBlock *
  • Customers - CUVc (Contacts) *
  • CCatVc - Customer categories *
  • Items - INVc *
  • Item Groups - ITVc *
  • Persons - UserVc (Sales Person) *
  • Location - LocationVc
  • Location classes - LocClTypeVc **
  • Location types - LocCLVc
  • Object Class - OTVc (Object Types) **
  • Objects - ObjVc
  • Customer Class -  CCLassVc (Contact Classifications) **
  • Item Class - DIVc (Item Classifications) **
  • Item varieties - VARVc 

  • Item variety groups - VARGVc **


Standard ERP

If you do not see this module in the list of modules you have to add it to the user account in System > Settings > Access Groups.

To find which Access group you have access rights from, you have to look in System > Register > Persons by opening your personal record.

 

 

For HansaWorld Books 6.3 to export registers you have to go to the System module and for:

  • AcVc - System data/Accounts
  • AccVc - Registers (period)
  • To export Objects - please contact your partner

 

 

EXAMPLES 

To create report  " Item Statistics By Customer And Object"  you have to export data from Sales ledger module that builds Invoices Data cube in Flex.bi and is based on Invoice data. According to list,  you have to export : 

  • Base currency setting ( BaseCurBlock)
  • Invoices, (IVVc) 
  • Items (Invc)
  • Customers (CUVc)
  • Customer categories (CCatVc)
  • Contacts (UserVc),
  • Object types (OTVc)
  • Objects ( ObjVc). 
  • You can also export Item Classifications (DIVc) if you think you might need them in reports somewhere. But you can add them also later.
  • Transactions - Trvc
  • Objects  - OTVc
  • Object Types  - ObjVc
  • Accounts  -  ActVc

Keep in mind that HansaWorld Module = Data cube in Flex.bi language.

How does it work ?

You decide which HansaWorld Modules data you would like to see in Flex.bi, export files in HansaWorld standard format (*txt), afterwards you go to Flex.bi and upload them and setup Hansaworld Import application. Flex.bi will create Data Cubes for Each Hansaworld module data automatically based on files you upload and Import.

Keep in mind that HansaWorld Module = Data cube in Flex.bi language.

 If you would like to have your data imported automatically from HansaWorld to Flex.bi using files, you need to connect Automated exports from your HansaWorld. For HAL license owners we provide HAL code package that configures automatic exports for chosen data and period. Please contact us or your local Hansaworld partner for more info.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 Export data from HansaWorld

 

For HansaWorld Books 6.3 to export registers you have to go to the System module and for:

  • AcVc - System data/Accounts
  • AccVc - Registers (period)
  • To export Objects - please contact your partner

 

1. To export All Register content 

 Use this option to export all register content, for example -  all Invoices, by typing  technical name of it " IVVc" in  if Register export

  1.  Go to Module  Database maintenance
  2.  Open  Routines > Exports > Register exports
  3. Write in technical name of register. Press Ok

  4. Save file under the technical name of register.

Note : Each register has to be exported and saved in file separately.

2. To export register for period ( Only Transaction registers )

  1.  Go to Module  Integration.
  2.  Open   Routines > Exports >  Transaction registers (period)
  3.  Choose from the  list of transaction registers ( choose one each time). Press Ok

  4.  Save file under the technical name of register.

Note : Each register has to be exported and saved in file separately.

 

How to export ?

Open your Hansaworld Standard ERP client and make sure you have access to modules Database maintenance and Integration.

  1.  Go to Module  Database maintenance
  2.  Open  Routines > Exports > Register exports
  3. Type in the Technical name of register, for example, try exporting Customers - CUVc . Press Ok. See the list below for Technical name s of registers.

  4. Save file and use the technical name as a filename, to make it easier to recognise the content afterwards. Example:  IVVc.txt , CUVc.txt

Important: Save files under the technical name of register and period. Each register has to be exported and saved in file separately.

To export data only for specific period, for example, invoices for 2016, use module Integration > Routines > Exports >  Transaction registers (period).
This can be used only for Transaction registers.

 

EXAMPLES 

To create report  " Item Statistics By Customer And Object"  you have to export data from Sales ledger module that builds Invoices Data cube in Flex.bi and is based on Invoice data. According to list,  you have to export : 

  • Base currency setting ( BaseCurBlock)
  • Invoices, (IVVc) 
  • Items (Invc)
  • Customers (CUVc)
  • Contacts (UserVc),
  • Object types (OTVc)
  • Objects ( ObjVc). 
  • You can also export Item Classifications (DIVc) if you think you might need them in reports somewhere. But you can add them also later.
  • Transactions - Trvc
  • Objects  - OTVc
  • Object Types  - ObjVc
  • Accounts  -  ActVc

Keep in mind that HansaWorld Module = Data cube in Flex.bi language.

How does it work ?

You decide which HansaWorld Modules data you would like to see in Flex.bi, export files in HansaWorld standard format (*txt), afterwards you go to Flex.bi and upload them and setup Hansaworld Import application. Flex.bi will create Data Cubes for Each Hansaworld module data automatically based on files you upload and Import.

Keep in mind that HansaWorld Module = Data cube in Flex.bi language.

 If you would like to have your data imported automatically from HansaWorld to Flex.bi using files, you need to connect Automated exports from your HansaWorld. For HAL license owners we provide HAL code package that configures automatic exports for chosen data and period. Please contact us or your local

Hansaworld

partner for more info.