Import a Finance Catalogue | Scribe

    Import a Finance Catalogue

    • Lucy Sonner |
    • 17 steps |
    • 37 seconds
      1
      Navigate to Synbiotix
      2
      Enter your username and password and click "Login"
      3
      Select NCIS
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      NCIS is called "Production Management" in some systems but the functionality is the same
      4
      Click "Administration"
      5
      Click "Financial Items"
      6
      Select the purchase provider and click "Go" (if you use more than one)
      7
      Click "Upload Item Template"
      8
      Use the toggle to choose whether you want to replace an existing catalogue
      9
      If you've chosen to replace an existing catalogue, select the catalogue name from the drop-down list
      10
      If you've chosen not to replace an existing catalogue, select whether or not you want to remove missing items from the system
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      This **does not** delete the item in the Synbiotix system. It only deletes the finance item the Synbiotix item is linked to in the database. The affected Synbiotix items will need to be re-mapped to new financial items
      11
      If you've chosen to remove missing items, choose whether this applies to the current purchase providers ("multiple catalogues") or all purchase providers ("all catalogues")
      12
      Click "Browse"
      13
      Find and select the finance catalogue
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      If you are using data from PECOS, you can upload the file straight from the PCM download. You don't need to change the format
      14
      Click "Upload"
      15
      Review any changes
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      You may see the following categories: - **Items to be unmapped and removed:** These finance items don't exist in the new catalogue. They will be unmapped from Synbiotix items, and removed from the financial system - **Items to be removed**: These finance items don't exist in the new catalogue and will be removed from the financial system. They weren't previously mapped to Synbiotix items - **New items:** These finance items were in the previous catalogue and were previously mapped to Synbiotix items. They will be re-added to the financial system. The mapping won't be changed - **Items needing mapping**: These finance items weren't in the previous catalogue. They will be added to the financial system, and will require mapping to any corresponding items
      16
      Click "Submit"