Creating a New Database - Importing Set-up Data

The Standard ERP installation package includes a number of files containing set-up data, such as Form Template designs and a chart of Accounts. You can import some or all of this set-up data to your database and then modify it to suit your own requirements. Depending on those requirements, it may be easier to do this than to start from scratch. This is especially recommended in the case of Form Template designs.

The following files are included in the installation package:

UKACCS1.TXTChart of Accounts
Definition of Balance Sheet report
Definition of Profit & Loss report
Definition of VAT report (VAT Return)
Account Usage S/L setting (sets defaults for Accounts used in the Sales Ledger)
Account Usage P/L setting (sets defaults for Accounts used in the Purchase Ledger)
Account Usage Stock setting (sets defaults for Accounts used in the Stock module)
VAT Codes
Payment Modes (payment methods)
UKForms.txtForm Template designs
Form Definitions (specifying when each Form Template will be printed)
Styles (various text attributes e.g. font, size, bold, italic etc)
UKSTD.TXTVarious settings e.g. Payment Terms, Reporting Periods
ItemButtonsBlock.txtSample Item buttons for touch-screen Invoice
LocalLoginBlock.txtSample Login Shortcuts that specify the screens shown to users on logging in
LocalLoginOptBlock.txtDisplays buttons and keypad in the 'Login' window (suitable for use with touch-screen)
To import one or more of these files, follow the steps described below. If you have more than one Company, the file will only be imported to the Company you are working in. Repeat the process in each Company as required.
  1. In a multi-user system, ensure you are the only user logged in. Importing is disabled if there are two or more user