D-Tools System Control Settings
(D-Tools Import System Control Settings)
Access
Use this routine to configure the settings required to import D-Tools® project data into STORIS. To import D-Tools line-item product data, STORIS needs to know how STORIS product fields match up with D-Tools column names and positions in the exported data file. This screen has the fields you need to supply STORIS with the appropriate column-mapping information.
This process is available if the module is licensed, regardless of whether or not the module is active. You can check the licensing status of this module via the Licensing tab of the General System Control Settings. If this module is not licensed, please call STORIS to purchase.
Some system control settings are personnel only.
Import PathEnter the default path where the CSV-formatted D-Tools file resides. Initially, STORIS provides the default path that D-Tools uses when it exports data. You can edit this field.
If the path does not include a filename, the import process automatically brings up the file browser where you can select one from the indicated path. If the entire path is empty, the file browser defaults to the root directory of the log-in PC. If you expect the filename to remain the same for each exported project, you can include the actual filename in the path.
Column Names IncludedIf the first line of the export data file consists of column names (that is, the first line of actual data starts on the second line), check the box. If you leave the box blank, the system considers the first line of data to be valid line-item data for import. If you are exporting a D-Tools file, the first line MUST consist of column names.
Last Line Total IncludedIf the last line of the exported data is a totals line, check the box. Otherwise, leave the box blank. If you check the box, the system does not import the last line of data.
STORIS Field Name The contents of the STORIS Field Name field for the selected item appears here when you double-click on an item in the grid. You cannot edit this field.
D-Tools Column Name
Column
Default ValueUse this field to specify a default value for the associated STORIS field when no D-Tools data is available or cannot be mapped directly. For example, if the default vendor number is not available from D-Tools, the number you specify here can be used wherever necessary (for example, in line-item entry or new product creation).
Required FieldIf the current data field is required, a check appears in the box (and a 1 appears in the grid). Otherwise, the box is empty (and a 0 appears in the grid). You cannot edit this field.
