| Purpose & Benefits |
|---|
| This function allows you to change the TAS Supplier Code of one or more Supplier records in TAS. It is similar to TAS function 054, but allows multiple suppliers to be processed at once. |
The change can be done interactively one Supplier at a time or in “bulk” from a simple pre-prepared ASCII CSV file. The change is applied retrospectively to the chosen suppliers’ history throughout the TAS database.
Important
It is strongly recommended CRITICAL that a backup of the TASBooks data is taken immediately before running programs involving “heavy-duty” database changes such as this. You are asked to confirm before proceeding further.
Continuing with the process causes the main form to be displayed, initially with an empty grid:
To add a single supplier to the grid for its Code change, click on Add Single Supplier.
The following dialogue appears:
Existing Supplier Code
Select/enter an existing TAS Supplier using the Navigation function keys. The system displays its name.
New Supplier Code
Enter the New Supplier Code. Clicking the OK button inserts the record into the Supplier Code List grid:
To add a list of suppliers “in bulk” to the grid from an ASCII CSV file, click on Add List From File ; this brings up the standard CSV file selection dialogue with the starting folder being the current TAS data directory:
Open
Highlight your selection and click the Open button to continue.
The CSV file is pre-processed into the grid with the existing TAS Supplier codes and new codes being validated; any errors or problem areas are reported in the grid, which you can correct by highlighting the row and clicking Edit Row to edit. To troubleshoot any errors, you can use the Troubleshooting ASCII CSV File Data Errors section in the Appendices.
When satisfied with the grid’s Supplier contents click Start Processing Supplier(s). This brings up the ‘Checking Supplier List’ confirmation dialogue; click OK to continue to the standard Lock System routine as described in the Appendices.
Click OK to proceed and start the main part of the processing, with progress being reported on the original form – all other buttons are now disabled. Each row in the grid is processed. If there are any problems in a row it is skipped.
When processing is complete a message to that effect is displayed and the System Lock procedure unlocks the TAS users. A text log file with a unique name is created listing all changes that have taken place during this process (Supplier_Code_Change_YY-MM-DD_NN.LOG); you are asked if you wish to view the log file. You can also view and print it later from the ‘View Text File’ option on the File menu, or even rename its extension to ‘.CSV’ and open it in your spreadsheet software.
Records of the changes are also added to the TAS System Audit Log. You can view these using TAS function 059 (‘Print System Audit Log’); be sure to select the Report Order Option ‘By Unique ID’.
Click the Close button on the Supplier Code Change form to return to the main menu.