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issues and queries when Importing or exporting

Articles around troubleshooting errors, and how to questions when Importing or Exporting

3 authors10 articles
"Directory Access test has failed" error when exportingThis article provides you with the steps on what to do if you are seeing the Directory Access test has failed error.
Automatically importing Route Operations onto a QuoteThis article can provide you with the steps you need to automatically import your routine operations onto a quote.
CSV export is opening in Notepad instead of Microsoft Excel (Access Hosted Clients)This article advises you on what to do if the CSV exports are opening in Notepad instead of Microsoft Excel
Datahub import is not working (Access Hosted Clients)This article advises what to do when some batch numbers have not synchronised with Access Financials, due to the Data Hub import not working.
FactoryMaster: Cannot import competency levels into employee skills maintenanceYou can export data from the Employee Skills Maintenance window by clickings Reports and then export, but you cannot import entries e.g. competency levels
FactoryMaster: Full export not generating drawing numbers for random partsI select all parts from stocked parts maintenance and click print. I select full export and select all columns, the drawing number is missing from some parts.
Invoices in a batch haven't exported to our accounting systemI have some purchase invoices that haven't exported but are part of a batch where most have. I have some sales invoices that have not exported. FactoryMaster Sage Dimensions
Show Text Fields on the Sales Order Book ExportWe have noticed Text Field columns on the Sales Order Book export, how do we populate them?
The five character codes for import valuesI am trying to import values for user defined fields UDFCustomer08, UDFPurchaseOrder01 and UDFSalesOrderHeader02. Import Manager wants a 5-character code, not the field names. Where do I find a list…
Export button from job costing details missingMissing export button to extract all the job costings details.