TPS Dos Data Import

Action: TPSCONVERT

This utility is used to merge one copy of the DOS TPS© program data into the WinTPS© module of ProfitSystem.

There should always be a current backup copy of the ProfitSystem© data before performing a merge. This allows for a restore and a re-merge if a problem is discovered after the merge.

The import process is as follows: 1. The shipping methods for each account are imported, the name, pre-use, and post use dates are retained. The #1 ranked ship method in DOS becomes the default ship method in ProfitSystem. 2. The accounts are imported. The Return to is set to 'Laundry', Ship to is set to 'Shipped', and Assemble to is set to 'Wait Ship.' The Terms are set as N->None, C->COD, I->Net 30, otherwise the terms are None. Retail versus Wholesale is set from DOS.
3. The account is linked to a new wholesale customer in the ProfitSystem. The total AR balance for the account is computed in DOS, and a single ticket is created in the ProfitSystem with a BF transaction containing the balance. If the account is already on file, it is not added. 4. The suppliers are imported as vendors, and the Sub-Rent? option to checked for all imported suppliers. 5. The existing item types are removed, and the DOS item types are imported.
6. Inventory is then imported, and if a style code in DOS TPS matches a style code in the ProfitSystem, then the ProfitSystem style will be converted into a rental style to match the DOS Plant style. 7. If the DOS is set for free format tickets, then the wholesale w/ coat price is the RENT_PRICE in DOS, and retail w/ coat is the RETL_RENT price. If DOS is set for fixed format, then the wholesale w/ coat is PANT_PRICE, and retail w/ coat is PANT_RENT. 8. A retail bar code number is auto-assigned to imported styles. The qty available for rent is set automatically from DOS. A single receive history entry is created for the date of import. The rental statistics are also imported. 9. Tracked items w/ serial #'s are imported from DOS, including the location 1 and 2 and tag description. If the DOS status is L, I, Y, A, T, O, or D then the item is marked as available for rental.

Accounting class...Usually RENTALS.

Inventory category...Usually RENTALS.

Reset vendor/cat/class?... If checked, the vendors, categories, and accounting classes are set back to the system default prior to import. This would not be checked in a BPS import was done first, and the BPS categories and vendors need to be retained.

There are two modes to import rental orders 1. Import from TPS use TPS line items on duplicate orders * An order is only imported if the order # is not present in the ProfitSystem.
* For each rental order: * If the rental order # from DOS matches a customer # in ProfitSystem, the rental order is linked to that customer. If the rental # from DOS matches a ticket number in ProfitSystem, the rental order is linked to that ticket. If that ticket contains a 'RE NTAL' style code, then that ticket line item is converted into a RENTAL type transaction. * If the rental order # from DOS does not match a customer, then the order is considered wholesale and linked to the wholesale account. * Existing rental order line items for the order are deleted in the ProfitSystem. Then, the line items are imported from DOS. A ticket is then created with a rental transaction for the rental order. 2. Don't import from TPS * In this case, the existing rental orders in the ProfitSystem are processed. The shipping method for each order is set to the default for the pickup account. Then the assemble date and back date are computed and set.