C. LU-SU1104: How to import partners for migration

Supply User Manual ENG -> Supply Configurations -> 2.4 LU-SU1104:Unifield instance data migration -> C. LU-SU1104: How to import partners for migration

C. LU-SU1104: How to import partners for migration

Partners should also be migrated from the legacy system. As partners are also used by Finance, you should collaborate to make sure partners are not created in duplicate. The difference with the products is that partners can be created at coordination and project level. As partner are synchronized (as inactive) within the mission, there is no need to create a same partner on 2 different instances if a partner is used by 2 different instances. The partner can simply be activated on 1 of the 2 instances. If the partner is created twice you might again create duplicates.

Remember that ESC partners are created on the HQ instance and synchronized (as inactive) down to coordination (and project) instances. They should not be created on your instance but simply activated if needed. Internal, Inter-section and Intermission partners are created by the system (synchronized). This means that in the migration, you should only have External partners.

In order to continue ordering and delivering goods to their current partners, the mission needs to import these External partners in UniField (at Coordination or Project level) from a file with a specific CSV format (check with your OC support to get the latest version). The file can be prepared in Excel, filled-in with all necessary partners information and then saved as in CSV format before import.

Go to: to Partners / Suppliers / Suppliers

1. Click on the small arrow
   
   on the top right of the screen to display the action menu.
2. Click on “Import”.
3. Click on “Browse”, select the file to use for the import (the file needs to be in the same format as the template and have the same column names).
4. Click on “Import File” to import the partners into UniField.

The partners have been successfully imported in UniField.