Settings > Data Management > General > Data Manager Page
Data Manager Page
View Access SettingsView Common Functions
The Data Manager page enables the ability to import data, view data in the system, download an import template, export data for mass updates and re-import.
These are the actions you can perform on this page:
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Rights cannot be assigned to non-default segments. Only the Default segment is supported on this page.
Action
Description
Import
Click this button to open the Import page.
Download Template
Select the checkbox next to one or more entities and click this button. Answer the prompt that is displayed with one of the following options:
• Select Open to open the Excel spreadsheet for the selected entities.
• Select Save to save the Excel spreadsheet for the selected entities.
Export For Import
Select the checkbox next to one or more entities and then click this button. Answer the prompt that is displayed with one of the following options:
• Select Open to open the Excel spreadsheet for the selected entities. The spreadsheet is populated with the data that corresponds with the selected data type.
• Select Save to save the Excel spreadsheet for the selected entities. The spreadsheet is saved with the data that corresponds with the selected data type.
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This option only exports the fields that are required for importing the data. To export all fields displayed use Export Button.
File Format
Select the format for the export file. Options are:
• csv — Only one entity can be exported. If more than one entity is selected and Export For Import is clicked, a warning message is displayed stating that only one entity can be exported. Close all but one of the entity tabs to use the csv format. There is no restriction on the maximum number of rows that can be exported.
• xlsx — The following rules apply:
◦ The MAX_EXPORT_ROWS global setting is respected when there are more than 65,000 rows. However, the maximum number of rows that is allowed for an export is 999,999.
◦ When the Export For Import option is used, the number of entities that can be exported at one time must be less than the value of the MAX_ENTITIES_ALLOWED_FOR_EXPORT global setting. If the number of entities selected exceeds the MAX_ENTITIES_ALLOWED_FOR_EXPORT global setting value a warning message is displayed stating that the maximum number of entities was exceeded.
Show Data
Select the checkbox next to one or more entities and click this button to display the corresponding records in the grid.
These entries are enabled:
• Causal Forecasting Causal Type
• Causal Forecasting Causal Value
• Causal Forecasting Failure Rate
• Causal Forecasting Product BOM
• Causal Forecasting Product Rollout
• Causal Forecasting Scenario Causal Value
• Causal Forecasting Scenario Product Rollout
• Cost
• Currency Exchange Rate
• Demand
• Demand Detail
• Forecast
• Forecast Disaggregation Weight Overrides
• Location
• Order Plan
• Part
• Part Chain
• Part Chain Details
• Part Chain Location
• Price
• Price Feedback
• Pricing Market Relationship
• Pricing Survey Companies
• Pricing Survey Data
• Pricing Survey Details
• Pricing Survey Parts
• Price Transaction Entry
• SKU
• SKU Overrides
• Sales Order
• Stock Amount
• Stock Level
• Vendor
• Vendor Location
• Vendor Location SKU LT
• Vendor Location SKU Capacity
• Vendor Location SKU Priority
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The entities that are displayed in the list are dependent on the settings on the Import tab of the User Rights Setup page.
After an entity is selected the grid is populated with the data for that entity. Multiple selections result in a tab for each selection.
Clear All
Select this button to clear all check marks next to the entities and close all open tabs on the page.
Search
Type the name of an entity or a column, including a custom attribute column name, to search for entities. Press the Tab key or Enter. The search lists entities that match the entity or column name entered as the search criteria. Entities that contain the column or field name that is used as the search criteria are listed.
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