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Data load to BPC from excel

naveen1241
Participant
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Hi Folks,

I've to create master data and transaction data from a file containing both details in a single file. Can I follow the approach of creating one master data and then corresponding transaction data and complete the process in a cyclical manner. If there are points to be considered or have some detailed thread already available, kindly let know.

Thanks in advance,

Naveen

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former_member186338
Active Contributor
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Hi Naveen,

Your requirements are not clear...

First you have to load master data (different ways possible)

Then - transaction data...

What do you mean by "cyclical manner"?

Vadim

naveen1241
Participant
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Hi Again Vadim..

I've a single file containing both Master data to be created and holding the transaction data. Master data fields keep repeating. Eg:

MD .. MD... TD TD TD TD  - Row structure

Eg:

Row 1 - Document No 1, Transaction Data 1a

Row 2 - Document No 1, Transaction Data 1 b

Row 3 - Document No 2, Transaction Data 2 a

Row 3 - Document No 2, Transaction Data 2 b

By cyclical, I meant - Create one master data, corresponding transaction data, then next master data and corresponding transaction data. Create Document 1 and update transaction data 1a and 1b. Then Create document 2 and update transaction data 2a 2b

In short, I've a single file that has both master data info and transaction data info.

Thanks,

Naveen

former_member186338
Active Contributor
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First you have to process the file to get unique master data then load master data. Then load transaction data!

Vadim

naveen1241
Participant
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Okay. So, when I process the master data initially, i get unique document numbers generated for the master data. When I go and load the transaction data as the next step, I do not have the unique document numbers generated on saving the master data with me in the excel data file. How do I relate the master data in the system with the transaction data available in the excel file?

Thanks,

Naveen

former_member186338
Active Contributor
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Sorry, but your explanation is not clear... Can you provide some example?

naveen1241
Participant
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Okay Vadim,

Taking the earlier mentioned example, excel file data looks like below.

Row 1 - Document No 1, Transaction Data 1a

Row 2 - Document No 1, Transaction Data 1 b

Row 3 - Document No 2, Transaction Data 2 a

Row 3 - Document No 2, Transaction Data 2 b


Above data is analogous to the excel file in hand.

Now, if I load the master details first. The master data loaded in BPC would be as below:

Row 1 - Document No 100000,

Row 2 - Document No 100001

The document number 1 in Excel file matches to 100000 of the master record created and document number 2 relates to 100001.

Now, I've to load the transaction data which should look like:

Row 1 - Document No 100000, Transaction Data 1a

Row 2 - Document No 100000, Transaction Data 1 b

Row 3 - Document No 100001, Transaction Data 2 a

Row 4 - Document No 100000, Transaction Data 2 b


But, I do not have the document number 100000 and 100001 with me in the excel file to load the transaction data and I've the numbers 1 & 2 only.


Thanks,

Naveen

Former Member
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Hello Naveen,

Share your first five lines of Master and Transaction data sheet if possible,..

It could be some what useful to understand ur req,...

Ammarch
Explorer
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upload unique document data first as master data. then upload the transaction data along with document number.