If it is necessary to configure the loading of data from an Excel file into a more complex system data object - for example, documents (where it is possible to select data in fields from standard catalogs, and embedded data is also possible - for example, sub-account analytics (dimensions) linked to a GL account, batches or characteristics for items), this .
This loading will require writing a special program code - a handler.
The handler is a part of the program code - a special function that is designed to process and load data into a specific object under specific conditions.
As part of loading data from an external file, this program code is necessary in cases of more complex loads than loading data into a standard catalogs.
Explanation: in the catalog, when user needs to load new elements, the data is loaded linearly - that is, the identifier (name, code) and its characteristics.
For example, the employee's full name, gender, date of birth, etc.
If data loading into a document is required, it is a more complex non-linear data set.
What is the difference:
For example, when loading an Invoice document - on the Main tab, the first thing to indicate is the Counterparty Company and the Contract.
...
Therefore, for cases of non-linear data loading - that is, data from related reference books, analytics linked to GL accounts and other related objects, it is necessary to develop a corresponding handler (making changes to the program code, which is performed by the system developers) - that is, adding rules to the loading handler, according to which related data will be loaded.
NOTE
If user need to create new elements that are not in the Catalogs (item, company, employee, etc.), it is needed to develop a handler.
These handlers are written by the technical team. You need to contact your Accounts manager or send to Hotline for further additional customization.
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