Click on the Process button and the Process launch pad is displayed.
Select the Import button and the following screen will display.
You can choose to import the following data:
Import Data For:
Orders: Orders are not imported from your Great Plains system, they can only be imported from ASCII
delimited files. The Remote client as well as the Administrator can import ASCII orders.
Customers: When customer records are imported, any Lookup Table fields which are part of the customer record are also imported. Data fields such as Terms, Salesperson, Ship-Via or Territory are updated to their respective tables. They can be edited using the Table Maintenance later. Customer records can be edited later through the order entry screen or the Customer/ Ship-to Maintenance function.
Ship-to: The ship-to codes and addresses are associated with a customer record. Ship-to addresses can be edited later through the order entry screen or the Customer/ Ship-To Maintenance function.
Items: When importing an item price list you can choose to;
An "Only Update" - which allows you to import only changes to your item price list and not the whole list.
A "Replace List" - which imports a totally new item list. You can use this if you have deleted items that you also want to delete from your RemoteDesk database.
The inventory item can also have multiple Units of Measure imported with it. These units are updated to their respective table.
