Connect by Standard File Format
This document describes the procedure and what can be imported and exported to and from WinServ.
It is easy to import and export data records using this documentation.
Remember that the import of data can overwrite critical business information. Contact WinServ Support if you have any questions concerning the import procedures.
Always be sure to check that a valid backup is available.
File types
Unless otherwise noted, the file type of the file to be imported or exported from WinServ should be a comma separated file with the corresponding OEM encoding as the regional settings in Windows.
Examples of regional settings in Windows:
| Regional settings in Windows | Encoding |
|---|---|
| Sweden | OEM 850 |
| Norway | OEM 850 |
| Denmark | OEM 850 |
| Finland | OEM 850 |
Instructions
Use MS Excel to organize the data by columns according to specification. Use MS Excel to remove null and void characters. Use MS Excel to remove thousand separator. Use MS Excel to remove " (quotation marks) like inch marks (e.g. 17" monitor), use two ' instead. Save the file as a tab delimited text file. Then use a Tool to change tab to "," for each field. Each row must start with a quotation mark. Each row must end with a quotation mark.
Example:
"EY74500","Keyboard","ENG","0001","3010","123,00","100,00"
"EY33300","Display","14 inch","0001","1210","456,00","200,00"
Troubleshooting
File type: Check that the file is comma separated, each field should also be encapsulated within quotation marks, and encoded with the OEM encoding that corresponds to the regional settings in Windows as above.
Text field: Check the maximum field length.
Numeric field: Check maximum integer and decimal part.
Invalid characters in text: " (Use two ' instead of quotation mark)
Notes: One row = One product
Don’t use thousands separators. Wrong: 123.000,00 or 123 000,00. Right: 123000,00.
Remember that initial 0’s in numeric fields are filtered out by MS Excel (ex. 004356799 is changed to 4356799), instead change the field into a text field in Excel to keep the initial 0’s.
Field Specification importing Products (Items) to WinServ
Register location in WinServ: BASIC FUNCTIONS > PRODUCTS File name: ARTIKLAR.TXT or [nnn...] @ A.TXT
| No | Excel | Fieldname | Database name | Length | Type | Notes |
|---|---|---|---|---|---|---|
| 1 | A | Product ID | ARTIKLAR.ARTNR | 20 | Text | REQUIRED |
| 2 | B | Product Description | ARTIKLAR.BEN | 60 | Text | |
| 3 | C | Product Description 2 | ARTIKLAR.BEN2 | 60 | Text | |
| 4 | D | Product Group | ARTIKLAR.ARTGRUPP | 10 | Text | Code |
| 5 | E | Sales Account | ARTIKLAR.KONTO | 6 | Text | |
| 6 | F | Cost Price | ARTIKLAR.INPRIS | 10.4 | Numeric | 7 |
| 7 | G | Not used | Leave blank | |||
| 8 | H | Sales price 1 | ARTIKLAR.UTPRIS | 10.2 | Numeric | |
| 9 | I | Sales price 2 | ARTIKLAR.UTPRIS_2 | 12.2 | Numeric | |
| 10 | J | Sales price 3 | ARTIKLAR.UTPRIS_3 | 12.2 | Numeric | |
| 11 | K | Sales price 4 | ARTIKLAR.UTPRIS_4 | 12.2 | Numeric | |
| 12 | L | Sales price 5 | ARTIKLAR.UTPRIS_5 | 12.2 | Numeric | |
| 13 | M | Not used | Leave blank | |||
| 14 | N | Inventory quantity (total) | ARTIKLAR.LAGERANTAL | 10.2 | Numeric | |
| 15 | O | Inventory product | ARTIKLAR.LAGERARTIKEL | 1 | Text | J = Yes, N = no |
| 16 | P | Vendor Product | ARTIKLAR.LEVART | 20 | Text | |
| 17 | Q | Vendor Id | ARTIKLAR.LEV | 20 | Text | |
| 18 | R | Purchase account | ARTIKLAR.KONTO_INKOP | 6 | Text | |
| 19 | S | Cost center | ARTIKLAR.KST | 10 | Text | Code |
| 20 | T | Object | ARTIKLAR.OBJEKT | 10 | Text | Code |
| 21 | U | Inventory location | ARTIKLAR.LAGERPLATS | 10 | Text | |
| 22 | V | Shelf | ARTIKLAR.HYLLA | 10 | Text | |
| 23 | W | Cost unit | ARTIKLAR.KBAR | 10 | Text | Code |
| 24 | X | Tax code | ARTIKLAR.MOMSKOD | 1 | Text | Code |
| 25 | Y | Packing type | ARTIKLAR.FORP | 12 | Numeric | Code |
| 26 | Z | Custom item type | ARTIKLAR.ARTIKELTYP | 4 | Text | |
| 27 | AA | Unit | ARTIKLAR.ENHET | 6 | Text | Code |
| 28 | AB | Replaced by | ARTIKLAR.ERSATT | 40 | Text | |
| 29 | AC | Product status | ARTIKLAR.STATUS | 2 | Numeric | See table below *) |
| 30 | AD | EAN Barcode Code | ARTIKLAR.EAN | 20 | Text | |
| 31 | AE | Cost Price foreign currency | ARTIKLAR.INPRIS_UTL | 12.2 | Numeric | |
| 32 | AF | Note | ARTIKLAR.FRITEXT | 1024 | Text | |
| 33 | AG | Image | ARTIKLAR.BITMAP | 100 | Text | Path |
| 34 | AH | Image web | ARTIKLAR.WEB_BMP | 100 | Text | Path |
| 35 | AI | Discount class | ARTIKLAR.RABATTKLASS | 4 | Text | |
| 36 | AJ | Discount % | ARTIKLAR.RABATT | 4.2 | Numeric | |
| 37 | AK | Basic prices | ARTIKLAR.BASPRIS | 12.2 | Numeric | |
| 38 | AL | Own number | ARTIKLAR.ENR | 15 | Text | |
| 39 | AM | Vendor inventory | 12.2 | Text | ||
| 40 | AN | Price change date | ARTIKLAR.UPD_DATUM | 10 | Date | |
| 41 | AO | Weighted price | ARTIKLAR.VAGT_INPRIS | 12.4 | Numeric | |
| 42 | AP | Currency code | ARTIKLAR.VALUTAKOD | 3 | Text | Code |
| 43 | AQ | Web Information | ARTIKLAR.WEBINFO | 1024 | Text | |
| 44 | AS | Card number | ARTIKLAR.KORTNR | 20 | Text | |
| 45 | AS | Tax deduction | 2 | Numeric | **) Se table below | |
| 46 | AT | Weight | ARTIKLAR.VIKT | 12.4 | Numeric | |
| 47 | AU | Volume | ARTIKLAR.VOLYM | 12.4 | Numeric | |
| 48 | AV | Stock Account | ARTIKLAR.KONTO_LAGER | 8 | Text |
*) Product status
0= Active
1= Passive
2= Deleted
**) Tax Deduction
0= No deduction
1= Deduction
Field Specification importing Models to WinServ
Register location in WinServ: BASIC FUNCTIONS > OBJECT TYPES (MODELS)
File Name: MODELL.TXT
| No | Excel | Field Name | Database name | Length | Type | Notes |
|---|---|---|---|---|---|---|
| 1 | A | Model ID | 25 | Text | REQUIRED | |
| 2 | B | Model name | 60 | Text | ||
| 3 | C | Not used | (leave blank) | |||
| 4 | D | Segment | 4 | Text | Code | |
| 5 | E | Product area | 4 | Text | Code | |
| 6 | F | Response time goal | 8.2 | Numeric | With a contract | |
| 7 | G | Revisit, (pages) | 12.0 | Numeric | ||
| 8 | H | Revisit, (days) | 12.0 | Numeric | ||
| 9 | I | Response time goal | 8.2 | Numeric | Without a contract | |
| 10 | J | Counter 1 | 1 | Text | ||
| 11 | K | Counter 2 | 1 | Text | ||
| 12 | L | Counter 3 | 1 | Text | ||
| 13 | M | Counter 4 | 1 | Text | ||
| 14 | N | Response time goal workshop | 8.2 | Numeric | With a contract | |
| 15 | O | Response time goal workshop | 8.2 | Numeric | Without a contract | |
| 16 | P | PM (pages) | 8 | Numeric | ||
| 17 | Q | PM (days) | 8 | Numeric | ||
| 18 | R | Reliability (pages) | 8 | Numeric | ||
| 19 | S | Reliability (days) | 8 | Numeric | ||
| 20 | T | Bonus points-field service | 8.2 | Numeric | ||
| 21 | U | Bonus points-phone | 8.2 | Numeric | ||
| 22 | V | Bonus points-workshop | 8.2 | Numeric | ||
| 23 | W | Bonus points-scheduled | 8.2 | Numeric | ||
| 24 | X | Commissioning time target | 8.2 | Numeric | With a contract | |
| 25 | Y | Commissioning time target | 8.2 | Numeric | Without a contract | |
| 26 | Z | Bonus points-RTF | 8.2 | Numeric | ||
| 27 | AA | Machine points | 8.2 | Numeric | ||
| 28 | AB | Vendor name | 30 | Text | ||
| 29 | AC | Segment name | 30 | Text | ||
| 30 | AD | Product area name | 30 | Text | ||
| 31 | AE | Counter 1 name | 20 | Text | ||
| 32 | AF | Counter 2 name | 20 | Text | ||
| 33 | AG | Counter 3 name | 20 | Text | ||
| 34 | AH | Counter 4 name | 20 | Text | ||
| 35 | AI | Counter 1 Statistics | 2 | Numeric | ||
| 36 | AJ | Counter 2 Statistics | 2 | Numeric | ||
| 37 | AK | Counter 3 Statistics | 2 | Numeric | ||
| 38 | AL | Counter 4 Statistics | 2 | Numeric | ||
| 39 | AM | Counter 1 Service order | 2 | Numeric | ||
| 40 | AN | Counter 2 Service order | 2 | Numeric | ||
| 41 | AO | Counter 3 Service order | 2 | Numeric | ||
| 42 | AP | Counter 4 Service order | 2 | Numeric | ||
| 43 | AQ | Bonus points-maintenance | 8.2 | Numeric | ||
| 44 | S | Bonus points-delivery | 8.2 | Numeric | ||
| 45 | AS | Counter 1 control | 2 | Numeric | ||
| 46 | AT | Counter 2 control | 2 | Numeric | ||
| 47 | AU | Counter 3 control | 2 | Numeric | ||
| 48 | AV | Counter 4 control | 2 | Numeric | ||
| 49 | AW | Counter 1 product group | 2 | Numeric | ||
| 50 | AX | Counter 2 product group | 2 | Numeric | ||
| 51 | AW | Counter 3 product group | 2 | Numeric | ||
| 52 | AW | Counter 4 product group | 2 | Numeric |
Field Specification importing Vendors to WinServ
Register location in WinServ: BASIC FUNCTIONS > VENDORS
File Name: LEV.TXT
| No | Excel | Field Name | Database name | Length | Type | Notes |
|---|---|---|---|---|---|---|
| 1 | A | Vendor ID | 20 | Text | REQUIRED | |
| 2 | B | Vendor name | 50 | Text | ||
| 3 | C | Department | 50 | Text | ||
| 4 | D | Street address | 50 | Text | ||
| 5 | E | E-mail address | 50 | Text | ||
| 6 | F | Zip code | 10 | Text | ||
| 7 | G | City | 20 | Text | ||
| 8 | H | Country | 30 | Text | ||
| 9 | I | Economic Reference | 30 | Text | ||
| 10 | J | Bank account | 50 | Text | ||
| 11 | K | Post Account | 50 | Text | ||
| 12 | L | Phone | 20 | Text | ||
| 13 | M | Fax | 20 | Text | ||
| 14 | N | Payment terms | 4 | Text | Code | |
| 15 | O | Company organization ID | 20 | Text | ||
| 16 | P | Customer number vendor | 15 | Text |
Field Specification importing Customers to WinServ
Register location in WinServ: BASIC FUNCTIONS > CUSTOMERS
File Name: KUNDER.TXT or [nnn...] @ K .TXT
| No | Excel | Field Name | Database name | Length | Type | Notes |
|---|---|---|---|---|---|---|
| 1 | A | Customer ID | 14 | Text | REQUIRED | |
| 2 | B | Legal name | 50 | Text | Invoice address | |
| 3 | C | Department | 50 | Text | Invoice address | |
| 4 | D | Street address | 50 | Text | Invoice address | |
| 5 | E | Postal address | 50 | Text | Invoice address | |
| 6 | F | Zip code | 10 | Text | Invoice address | |
| 7 | G | City | 20 | Text | Invoice address | |
| 8 | H | Country | 50 | Text | ||
| 9 | I | Phone | 20 | Text | ||
| 10 | J | Fax | 20 | Text | ||
| 11 | K | Company organization ID | 20 | Text | ||
| 12 | L | Credit limit | 12.2 | Numeric | ||
| 13 | M | Credit balance | 12.2 | Numeric | ||
| 14 | N | Payment terms | 4 | Text | Code | |
| 15 | O | Vat code | 1 | Text | Code | |
| 16 | P | Seller | 4 | Text | Code | |
| 17 | Q | Category | 4 | Text | Code | |
| 18 | R | District | 4 | Text | Code | |
| 19 | S | Shipping terms | 4 | Text | Code | |
| 20 | T | Shipping method | 4 | Text | Code | |
| 21 | U | 100 | Text | |||
| 22 | V | Reference | 30 | Text | Economic reference | |
| 23 | W | Keyword | 30 | Text | ||
| 24 | X | Summary invoice | 1 | Text | J = Yes, N = no | |
| 25 | Y | Cost center | 10 | Text | ||
| 26 | Z | Item | 10 | Text | ||
| 27 | AA | Invoice detent | 1 | Numeric | 0=not blocked 1=block | |
| 28 | AB | Service charge | 1 | Numeric | 0=no, 1=Yes | |
| 29 | AC | Due amount | 12 | Numeric | ||
| 30 | AD | Zip code | 10 | Text | Visiting address | |
| 31 | AE | City | 20 | Text | Visiting address | |
| 32 | AF | Customer name | 50 | Text | Visiting address | |
| 33 | AG | Price list | 1 | Text | Code | |
| 34 | AH | Website | 100 | Text | ||
| 35 | AI | Base customer ID | 14 | Text | ||
| 36 | AJ | EAN Bar code | 20 | Text | ||
| 37 | AK | Or customer number | 14 | Text | ||
| 38 | AL | Message | 512 | Text | ||
| 39 | AM | Language | 3 | Text | Code | |
| 40 | AN | Country code | 10 | Text | Code | |
| 41 | AO | Currency | 3 | Text | ||
| 42 | AP | General discount % | 12.2 | Numeric | ||
| 43 | AQ | Postal address 2 | 50 | Text | ||
| 44 | AR | Street address 2 | 50 | Text | ||
| 45 | AS | Customer price list | 10 | Text | Code | |
| 46 | AT | Customer Agreement | 10 | Text | Code | |
| 47 | AU | Status | 1 | Numeric | 0=Active 1=Passive | |
| 48 | AV | Statistics number | 10 | Text | ||
| 49 | AW | Internal Code | 10 | Text | ||
| 50 | AX | VAT-number | 20 | Text | VAT number | |
| 51 | AY | Seller 2 | 4 | Text | ||
| 52 | AZ | Mobile phone | 20 | Text | ||
| 53 | BA | Export customer | 2 | Numeric | 0=no, 1=Yes | |
| 54 | BB | Building tax | 2 | Numeric | 0=no, 1=Yes | |
| 55 | BC | Tax Deduct No. | 2 | Numeric | 0=no, 1=Yes | |
| 56 | BD | Region | 4 | Text | Code | |
| 57 | BE | EU customer | 2 | Numeric | 0=no, 1=Yes |
Field Specification importing Inventory Balances to WinServ
File Name: SUBLAGER.TXT
| No | Excel | Field Name | Database name | Length | Type | Notes |
|---|---|---|---|---|---|---|
| 1 | A | Product ID | 20 | Text | REQUIRED | |
| 2 | B | Inventory ID | 4 | Text | REQUIRED | |
| 3 | C | Inventory balance | 12.2 | Numeric | ||
| 4 | D | Order point | 12.2 | Numeric | ||
| 5 | E | Order quantity | 12.2 | Numeric | ||
| 6 | F | Max inventory quantity | 12.2 | Numeric | ||
| 7 | G | Inventory location | 10 | Text | ||
| 8 | H | Shelf | 10 | Text |
Field Specification Order/Invoice from WinServ
This part describes the procedures and requirements for export order/invoice documents from WinServ. These files shall be used in connection with imports into the ERP-system.
File name: nnnn.ORD
Description
To generate an order file, the functionality for generating order files has to be activated in the system parameters.
The files are automatically placed in a predefined directory set in the system parameters.
Ex: F:\program\winserv\Databases\Data\Export\123.ORD File name: nnnnn.ORD
(nnnnn) is the serial number and start at 1 and count up + 1. The file extension stands for order.
Each order file contains only one order.
Inventory should be affected in ERP-system according to the content in the order file.
The file must be deleted after import into the ERP-system. A copy of the imported file can be saved in an archive folder for future controls.
Order head
The order file consists of three parts:
Order Head= General information relating to orders
Order Rows= Order Content
Order Text= Text
| No | Excel | Field Name | Database name | Length | Type | Notes |
|---|---|---|---|---|---|---|
| 1 | A | H | 1 | Text | ||
| 2 | B | Order type | 1 | Text | *) See table below | |
| 3 | C | Order ID | 12.2 | Numeric | 4 | |
| 4 | D | Total amount | 12.2 | Numeric | ||
| 5 | E | Machine ID | 25 | Text | ||
| 6 | F | Customer ID | 14 | Text | ||
| 7 | G | Agreement ID | 20 | Text | ||
| 8 | H | Customer name | 40 | Text | ||
| 9 | E | Position | 40 | Text | ||
| 10 | J | Street address | 40 | Text | ||
| 11 | K | Zip code | 10 | Text | ||
| 12 | L | City | 30 | Text | ||
| 13 | M | Payment terms | 4 | Text | Code | |
| 14 | N | Shipping way | 4 | Text | Code | |
| 15 | O | Shipping terms | 4 | Text | Code | |
| 16 | P | Seller | 4 | Text | Code | |
| 17 | Q | District | 4 | Text | Code | |
| 18 | R | Category | 4 | Text | Code | |
| 19 | S | Tax code | 1 | Text | Code | |
| 20 | T | Clients | 60 | Text | ||
| 21 | U | Tag | 30 | Text | ||
| 22 | V | Delivery Date | 8 | Date | ||
| 23 | W | Technician | 4 | Text | Code | |
| 24 | X | Note | 1 | Text | J = Yes, N = no | |
| 25 | Y | Model name | 30 | Text | ||
| 26 | Z | Our reference | 30 | Text | ||
| 27 | AA | Service order type | 4 | Text | ||
| 28 | AB | Summary Invoice | 1 | Text | J = YES, N = no | |
| 29 | AC | Economic reference | 30 | Text | ||
| 30 | AD | Delivery status | 1 | Numeric | **) See table below | |
| 31 | AE | Printed date | 8 | Date | ||
| 32 | AF | Billing period | 4 | Text | Code | |
| 33 | AG | Tag 2 / Text | 30 | Text | ||
| 34 | AH | From date | 8 | Date | Contract period | |
| 35 | AI | Tom date | 8 | Date | Contract period | |
| 36 | AJ | Service Agreement code | 4 | Text | Code | |
| 37 | AK | Service Agreement name | 40 | Text | ||
| 38 | AL | Not used | ||||
| 39 | AM | Keyword | 10 | Text | ||
| 40 | AN | Project | 12 | Text | Code | |
| 41 | AO | Currency | 3 | Text | Code | |
| 42 | AP | Project type | 4 | Text | Code | |
| 43 | AQ | Internal code | 4 | Text | Code | |
| 44 | AR | Control number | 12 | Numeric | ||
| 45 | AS | Base customer ID | 14 | Text | ||
| 46 | AT | Country | 50 | Text | ||
| 47 | AU | Country code | 4 | Text | Code | |
| 48 | AV | Regular customer number | 14 | Text | ||
| 49 | AW | Street address 2 | 30 | Text | ||
| 50 | AX | Warranty | 1 | Numeric | ***) See table below | |
| 51 | AY | Address-ID | 10 | Text | ||
| 52 | AZ | External order No. | 10 | Text | ||
| 53 | BA | Cost center | 10 | Text | Code | |
| 54 | BB | Object code | 10 | Text | Code | |
| 55 | BC | Longitude | 256 | Text | ||
| 56 | BD | Latitude | 256 | Text | ||
| 57 | BE | Notified date | 8 | Date | ||
| 58 | BF | Notified time | 2.2 | Numeric | ||
| 59 | BG | Planned date | 8 | Date | ||
| 60 | BH | Planned time | 2.2 | Numeric | ||
| 61 | BI | Dispatched date | 8 | Date | ||
| 62 | BJ | Dispatched time | 2.2 | Numeric | ||
| 63 | BK | Reverse construction tax | 1 | Numeric | 0=No tax 1=Tax | |
| 64 | BL | Tax deduction | 1 | Numeric | 0=No deduct 1=Deduct | |
| 65 | BM | Social security number | 15 | Text | ||
| 66 | BN | Cadastral | 25 | Text |
*) Order type
S= Service order
F= Consumption order
O= Customer order
A= Agreement invoice
C= Initial invoice
K= Meter invoice
H= Rental orders
U= Course order
**) Delivery status
0= Not delivered
1= Delivered
2= Delivered cash paid
***) Warranty
0= No Warranty
1= Warranty
Order lines
| No | Excel | Field Name | Database name | Length | Type | Notes |
|---|---|---|---|---|---|---|
| 1 | A | L | 1 | Text | ||
| 2 | B | Line number | 12 | Numeric | ||
| 3 | C | Product ID | 20 | Text | ||
| 4 | D | Product Description | 60 | Text | ||
| 5 | E | Product Description 2 | 60 | Text | ||
| 6 | F | Number | 12.2 | Numeric | ||
| 7 | G | Inventory ID | 10 | Text | ||
| 8 | H | Cost Price | 12.2 | Numeric | ||
| 9 | I | Sales price | 12.2 | Numeric | ||
| 10 | J | Total Cost Price | 12.2 | Numeric | ||
| 11 | K | Total Sales price | 12.2 | Numeric | ||
| 12 | L | Discount % | 4,4 | Numeric | ||
| 13 | M | Sales Account | 6 | Text | Code | |
| 14 | N | Cost Center | 10 | Text | Code | |
| 15 | O | Items | 10 | Text | Code | |
| 16 | P | Object code | 10 | Text | Code | |
| 17 | Q | Sales tax amount | 12.2 | Numeric | ||
| 18 | R | Previous meter | 12 | Numeric | ||
| 19 | S | Present meter | 12 | Numeric | ||
| 20 | T | Expended according to mileage | 12 | Numeric | ||
| 21 | U | Invoice | 1 | Numeric | 0=no invoice 1=Invoice | |
| 22 | V | Unit | 12.2 | Numeric | ||
| 23 | W | Project ID | 10 | Text | ||
| 24 | X | Drive | 4 | Text | ||
| 25 | Y | Product Type | 1 | Text | * See table below | |
| 26 | Z | Machine ID | 25 | Text | ||
| 27 | AA | Model ID | 30 | Text | ||
| 28 | AB | The machine location | 50 | Text | ||
| 29 | AC | The machine's location | 50 | Text | ||
| 30 | AD | Inventory Balance | 12.2 | Numeric | ||
| 31 | AE | Tax deduction | 1 | Numeric | 0=no deduct 1=Deduct | |
| 32 | AF | Serial Number | 20 | Text |
*) Definition product type
0= Non-selected 6= Passive product
1= Spare part 7= Miscellaneous product
2= Service 8= Working hours
3= Consumption 9= Travel time
4= Text rows 10= Travel Km
Order line text
| No | Excel | Field Name | Length | Type | Notes |
|---|---|---|---|---|---|
| 1 | A | Type | 1 | Text | “T” =Text line |
| 2 | B | Line number | 12 | Number | |
| 3 | C | Text | 100 | Text |
Field Specification importing Customer Shipping address to WinServ
Register location in WinServ: BASIC FUNCTIONS > CUSTOMERS > DELIVERY ADDRESSES
File Name: KUNDLEV.TXT
| No | Excel | Field Name | Database name | Length | Type | Notes |
|---|---|---|---|---|---|---|
| 1 | A | Customer ID | 14 | Text | REQUIRED | |
| 2 | B | Customer ship-to address ID | 14 | Text | REQUIRED | |
| 3 | C | Customer Name | 50 | Text | ||
| 4 | D | Department | 50 | Text | ||
| 5 | E | Delivery address | 50 | Text | ||
| 6 | F | Address | 50 | Text | ||
| 7 | G | Zip code | 10 | Text | ||
| 8 | H | City | 20 | Text | ||
| 9 | I | Phone | 20 | Text | ||
| 10 | J | Country | 30 | Text |
Field specification importing contacts to WinServ
Register location in WinServ: BASIC FUNCTIONS > CONTACT PERSONS
File Name: PERSON.TXT
| No | Excel | Field Name | Database name | Length | Type | Notes |
|---|---|---|---|---|---|---|
| 1 | A | Customer ID | 14 | Text | REQUIRED | |
| 2 | B | Contact ID | 12 | Text | REQUIRED | |
| 3 | C | Contact Name | 40 | Text | ||
| 4 | D | Position | 4 | Text | Code | |
| 5 | E | Phone | 20 | Text | ||
| 6 | F | Mobile Phone | 20 | Text | ||
| 7 | G | E-mail address | 100 | Text | ||
| 8 | H | Customer name | 30 | Text | ||
| 9 | I | Visiting address | 30 | Text | ||
| 10 | J | Postal address | 30 | Text | ||
| 11 | K | Zip code | 10 | Text | ||
| 12 | L | City | 30 | Text | ||
| 13 | M | Country | 30 | Text | ||
| 14 | N | Fax | 20 | Text | ||
| 15 | O | Seller | 4 | Text | Code | |
| 16 | P | Customer Seller | 4 | Text | Code | |
| 17 | Q | Notes | 1024 | Text | ||
| 18 | R | Status | 2 | Numeric | 0=Active, 1=Passive |
Field Specification importing Customer price matrix, Customer contract and Customer price list to WinServ
Register location in WinServ
BASIC FUNCTIONS > CUSTOMERS > PRICE MATRIX BASIC FUNCTIONS > > > CLIENT CONTRACT CUSTOMERS PARAMETERS BASIC FUNCTIONS > > > REGISTRY CUSTOMERS PARAMETERS CUSTOMER PRICE LIST
| No | Excel | Field Name | Database name | Length | Type | Notes |
|---|---|---|---|---|---|---|
| 1 | A | Type | 2 | Text | * see table below | |
| 2 | B | Contract ID | 10 | Text | ||
| 3 | C | Contract name | 30 | Text | ||
| 4 | D | Price list | 4 | Text | ||
| 5 | E | Customer ID | 14 | Text | ||
| 6 | F | Product Group | 4 | Text | ||
| 7 | G | Product ID | 25 | Text | ||
| 8 | H | Sales price | 12.2 | Numeric | ||
| 9 | I | Discount % | 12.2 | Numeric | ||
| 10 | J | From date | 8 | Date | ||
| 11 | K | Tom date | 8 | Date | ||
| 12 | L | Based on | 2 | Text | 1=Item, 2=Price list | |
| 13 | M | Unit | 10 | Text | Code |
*) Type
1 = Customer price matrix / client price item
2 = Customer price matrix / Product Group
3 = Customer agreement / article
4 = Customer agreements / Product Group
10 = Customer price list / item
Field Specification importing Invoice Feedback to WinServ
Register location in WinServ: HISTORY > (ORDER TYPES)
Requirements
The file must meet the following requirements for a successful import.
File type: comma-separated file with the corresponding OEM encoding such
as Windows.
Program: there are 4 different programs for the invoice feedback to
WinServ:
Importadm.exe, Importadm_faktura.exe,
Importadm_pyramid.exe
and Importadm_global.exe. They have the same functionality, the
only thing that
differ between the programs is the name of the import file.
File Name: FAKTURA.TXT for Importadm.exe, Importadm_faktura.exe
and
Importadm_pyramid.exe. nnn@F.txt for Importadm_global.exe where
nnn can be replaced by
any number of digits.
Description
This file must come from the ERP system when an imported WinServ-order
has been invoiced in the ERP system.
The file is placed in WinServ import directory defined in the system
parameters.
| No | Excel | Field Name | Database name | Length | Type | Notes |
|---|---|---|---|---|---|---|
| 1 | A | Type | 1 | Text | * See table below | |
| 2 | B | Order ID | 12.2 | Text | ||
| 3 | C | Invoice ID | 12 | Text | ||
| 4 | D | Invoice date | 8 | Date | ||
| 5 | E | Invoice amount | 12.2 | Numeric | Total incl. sales tax |
*) Type
S = Service order
F = Consumable Orders
O = Customer Orders
A = Agreement Invoice
C = Initial Invoice
K = Meter reading Invoice
H = Rental Order Invoice
U = Course order Invoice
Field Specification importing Projects to WinServ
Register location in WinServ: BASIC FUNCTIONS > PROJECTS
Requirements
File Name: PROJEKT.TXT
Description
This file must come from ERP systems when project costs and project
revenues are generated in the ERP system.
The file shall be called PROJEKT.TXT and placed in WinServ import
directory that is defined in WinServ system parameters.
| No | Excel | Field Name | Database name | Length | Type | Notes |
|---|---|---|---|---|---|---|
| 1 | A | Project ID | 12 | Text | REQUIRED | |
| 2 | B | Project Name | 100 | Text | ||
| 3 | C | Start date | 8 | Date | ||
| 4 | D | End date | 8 | Date | ||
| 5 | E | Seller | 4 | Text | Code | |
| 6 | F | Created Date | 8 | Date | ||
| 7 | G | Seller name | 30 | Text | ||
| 8 | H | Customer reference | 30 | Text | ||
| 9 | I | Quotation amount | 12.2 | Numeric | ||
| 10 | J | Customer ID | 14 | Text | ||
| 11 | K | Customer name | 30 | Text | ||
| 12 | L | Calculated hours | 12.2 | Numeric | ||
| 13 | M | Estimated cost | 12.2 | Numeric | ||
| 14 | N | Project type ID | 4 | Text | Code | |
| 15 | O | Project type name | 50 | Text | ||
| 16 | P | Project group | 4 | Text | Code | |
| 17 | Q | Project group name | 50 | Text |
Field Specification importing Parameters to WinServ
Register location in WinServ: PARAMETERS.
Requirements
File Name: UNDER.TXT or 123U.TXT
| No | Excel | Field Name | Database name | Length | Type | Notes |
|---|---|---|---|---|---|---|
| 1 | A | Type | 2 | Text | * See table below | |
| 2 | B | Code | 10 | Text | ||
| 3 | C | Name | 30 | Text | ||
| 4 | D | Extra | 10 | Text |
*) Type
Sa = Salesman
DI = District
BV = Payment Terms
PN = Price List
An = Contract List
AG = Product Group
LV = Delivery Terms
LS = Mode
KG = Customer category (Group)
RE = Region
KS = Cost Center
KB = Cost Object
Field Specification importing Customer price matrix per article to WinServ
Register location in WinServ: BASIC FUNCTIONS > CUSTOMERS > PRICE MATRIX > PRODUCTS
File Name: KUNDPRIS.TXT
| No | Excel | Field Name | Database name | Length | Type | Notes |
|---|---|---|---|---|---|---|
| 1 | A | Customer ID | 14 | Text | REQUIRED | |
| 2 | B | Product ID | 25 | Text | REQUIRED | |
| 3 | C | Product Description | 30 | Text | ||
| 4 | D | Sales Price | 12.2 | Numeric | ||
| 5 | E | Discount % | 12.2 | Numeric |
Field Specification importing Customer price matrix per Product Group to WinServ
Register location in WinServ: BASIC FUNCTIONS > CUSTOMERS > PRICE ARRAY > PRODUCT GROUP
File Name: KUNDRAB.TXT
| No | Excel | Field Name | Database name | Length | Type | Notes |
|---|---|---|---|---|---|---|
| 1 | A | Customer ID | 14 | Text | REQUIRED | |
| 2 | B | Product Group | 10 | Text | REQUIRED | |
| 3 | C | Product Group name | 30 | Text | ||
| 4 | D | Discount % | 12.2 | Numeric |
Field Specification Purchase orders ERP system from WinServ
This specification is recommended to use when importing purchase orders to the ERP system that WinServ is associated with.
File name: nnnnn.BST
Purchase order head
| No | Excel | Field Name | Database name | Length | Type | Notes |
|---|---|---|---|---|---|---|
| 1 | A | Main | 1 | Text | H = Head | |
| 2 | B | Type | 10 | Text | B = Order | |
| 3 | C | Purchase order ID | 12.0 | Numeric | ||
| 4 | D | Total | 14.2 | Numeric | ||
| 5 | E | Vendor ID | 20 | Text | ||
| 6 | F | Company name | 50 | Text | ||
| 7 | G | Street address | 50 | Text | ||
| 8 | H | Post code | 50 | Text | ||
| 9 | I | City | 50 | Text | ||
| 10 | J | Payment terms | 4 | Text | Code | |
| 11 | K | Delivery way | 4 | Text | Code | |
| 12 | L | Delivery terms | 4 | Text | Code | |
| 13 | M | Seller | 30 | Text | ||
| 14 | N | Vendor reference | 30 | Text | ||
| 15 | O | Our reference | 30 | Text | ||
| 16 | P | Technician | 4 | Text | ||
| 17 | Q | Seller | 30 | Text | ||
| 18 | R | Mark | 256 | Text | ||
| 19 | S | Purchase date | 8 | Date | ||
| 20 | T | Cost center | 10 | Text | Code | |
| 21 | U | Cost object | 10 | Text | Code | |
| 22 | V | Project | 10 | Text | Code | |
| 23 | W | Contact ID | 30 | Text | ||
| 24 | X | Vendor E-mail | 100 | Text | ||
| 25 | Y | Vendor Phone | 30 | Text | ||
| 26 | Z | Vendor mobile phone | 30 | Text | ||
| 27 | AA | Service order ID | 14.2 | Numeric | ||
| 28 | AB | Currency | 3 | Text | Code |
Purchase order lines
| No | Excel | Field Name | Database name | Length | Type | Notes |
|---|---|---|---|---|---|---|
| 1 | A | Type | 1 | Text | L = lines | |
| 2 | B | Line ID | 10 | Text | ||
| 3 | C | Product ID | 14 | Text | ||
| 4 | D | Product Description | 30 | Text | ||
| 5 | E | Text | 30 | Text | ||
| 6 | F | Ordered quantity | 12.2 | Numeric | ||
| 7 | G | Inventory | 4 | Text | Code | |
| 8 | H | Cost price | 12.2 | Numeric | ||
| 9 | I | Total Cost price row | 12.2 | Numeric | ||
| 10 | J | Discount % | 12.2 | Numeric | ||
| 11 | K | Delivered quantity | 12.2 | Numeric | ||
| 12 | L | Remaining quantity | 12.2 | Numeric | ||
| 13 | M | Date | 8 | Date | ||
| 14 | N | Cost center | 10 | Text | Code | |
| 15 | O | Cost object | 10 | Text | Code | |
| 16 | P | Project | 10 | Text | Code | |
| 17 | Q | Foreign Cost price | 12.2 | Numeric | ||
| 18 | R | Foreign Cost price total row | 2.2 | Numeric | ||
| 19 | S | Vendor Product ID | 20 | Text | ||
| 20 | T | Serial ID | 20 | Text |
Field Specification purchase order vendor with Pyramid ERP system from WinServ
This specification is recommended in order to send a purchase order to the supplier. Pur stands for purchase order (purchase order) and is a general format that can be used against any economic system. Pyr stands for Pyramid and are specially adapted to be loaded by providers that use Pyramid as its ERP system.
File name: nnnnn.PUR or nnnnn.PYR
Purchase order head
| No | Excel | Field Name | Database name | Length | Type | Notes |
|---|---|---|---|---|---|---|
| 1 | A | Main | 1 | Text | * See table below | |
| 2 | B | Type | 1 | Text | B = Order | |
| 3 | C | Purchase order ID. | 12.0 | Numeric | ||
| 4 | D | Total | 14.2 | Numeric | ||
| 5 | E | Vendor ID | 20 | Text | ||
| 6 | F | Company name | 50 | Text | ||
| 7 | G | Street address | 50 | Text | ||
| 8 | H | Zip code | 50 | Text | ||
| 9 | I | City | 50 | Text | ||
| 10 | J | Payment terms | 4 | Text | Code | |
| 11 | K | Delivery way | 4 | Text | Code | |
| 12 | L | Blank unused field | ||||
| 13 | M | Seller | 30 | Text | ||
| 14 | N | Vendor reference | 30 | Text | ||
| 15 | O | Our reference | 30 | Text | ||
| 16 | P | Inventory | 4 | Text | ||
| 17 | Q | Seller name | 30 | Text | ||
| 18 | R | Mark | 256 | Text | ||
| 19 | S | Date | 8 | Date | ||
| 20 | T | Cost center | 10 | Text | ||
| 21 | U | Cost object | 4 | Text | ||
| 22 | V | Project | 10 | Text | ||
| 23 | W | Customer ID by vendor | 15 | Text | ||
| 24 | X | Zip code [space] City | 103 | Text | ||
| 25 | Y | Country | 30 | Text | ||
| 26 | Z | Preferred delivery date | 8 | date | ||
| 27 | AA | Preferred delivery date | 5.0 | Numeric | YYWWDD | |
| 28 | AB | Mobile | 30.0 | Text | ||
| 29 | AC | Phone | 30.0 | Text | ||
| 30 | AD | 100.0 | Text |
*) Main
H = Head in PUR
<HEAD> = Head in PYR
Purchase order lines
| No | Excel | Field Name | Database name | Length | Type | Notes |
|---|---|---|---|---|---|---|
| 1 | A | Type | 1 | Text | * See table below | |
| 2 | B | Line ID | 10 | Text | ||
| 3 | C | Product ID | 14 | Text | ||
| 4 | D | Product Description | 30 | Text | ||
| 5 | E | Text | 30 | Text | ||
| 6 | F | Unit | 12.2 | Numeric | ||
| 7 | G | Inventory | 4 | Text | Code | |
| 8 | H | Cost price | 12.2 | Numeric | ||
| 9 | I | Cost price total row | 12.2 | Numeric | ||
| 10 | J | Discount % | 12,2 | Numeric | ||
| 11 | K | Delivered quantity | 12.2 | Numeric | ||
| 12 | L | Remaining quantity | 12.2 | Numeric | ||
| 13 | M | Date | 10 | Date |
*) Type
L = lines in PUR
<ART> = lines in PYR
Field Specification importing Feedback Vendor Invoice
Register location in WinServ: BASIC FUNCTIONS > PROJECTS > (INVOICES)
File Name: PROJEKT_FAKTURA.TXT
Description
This file must come from ERP systems when an imported WinServ order have
been invoiced in the ERP system.
The file is called PROJEKT_FAKTURA.TXT and placed in the WinServ import
directory that is defined in the WinServ system parameters.
| No | Excel | Field Name | Database name | Length | Type | Notes |
|---|---|---|---|---|---|---|
| 1 | A | Project ID | 12 | Text | REQUIRED | |
| 2 | B | Vendor ID | 14 | Text | REQUIRED | |
| 3 | C | Invoice number | 12.2 | Numeric | REQUIRED | |
| 4 | D | Serial number | 12 | Numeric | REQUIRED | |
| 5 | E | Invoice date | 10 | Date | REQUIRED | |
| 6 | F | Due date | 10 | Date | REQUIRED | |
| 7 | G | Invoice amount incl. VAT | 12.2 | Numeric | ||
| 8 | H | VAT amount | 12.2 | Numeric | ||
| 9 | I | Invoice amount excluding. VAT | 12.2 | Numeric | ||
| 10 | J | 250 | Text | Shortcut to PDF | ||
| 11 | K | Type | 1 | Text | REQUIRED L=Vendor |
Field Specification importing credit information to WinServ
Register location in WinServ: MAIN FUNCTIONS > CUSTOMERS > ORGANISATION > CREDIT
Requirements
The file must meet the following requirements for a successful import.
File type: Comma-separated file with corresponding OEM encoding to
Windows.
Program: Importadm_faktura.exe
File name: KREDIT.TXT
Delimiter: Quotes, Comma, Quotes -Ex:“data1”,”data2”, ...
Text field: Field length (max number of positions) described below per
row
Numeric field: Max INTEGER and DECIMALS (II,DD) described below per
row
Invalid characters: ” (using two ’ instead of quotes)
Comment: One row = one customer
Description
This file could come from an ERP-system.
The file is placed in the WinServ Import directory specified in the
System parameters.
Field Specification – Credit information
| No | Excel | Field name | Database name | Length | Type | Notes |
|---|---|---|---|---|---|---|
| 1 | A | Customer number | 14 | Text | ||
| 2 | B | Credit limit | 12.2 | Numeric | ||
| 3 | C | Credit balance | 12.2 | Numeric | ||
| 4 | D | Lapsed12,2 | 12.2 | Numeric |