Cabinet Vision Import (Designer License)
Importing data from the Cabinet Vision 'Drafter' license is possible. However, this requires the Cienapps team to add details to be exported in one of your reports.
This license may be called 'Designer' or 'Drafter' depending on the version.
IMPORTANT
Failure to comply with the configurations indicated in this document will not allow the import to function properly. Follow the steps indicated.
Prerequisites for a Drafter Report
Customer address and delivery address
At the end of the report, add a line with the following formula.
'Room import : ' + Description_Projet + '@'
+
'User_Contact;Customer_Address;Customer_City;Customer_Contact;Customer_Email;Customer_Name;Customer_Phone;Customer_State;Customer_Zip;'
+
User_Contact+';'+Customer_Address+';'+Customer_City+';'+Customer_Contact+';'+Customer_Email+';'+Customer_Name+';'+Customer_Phone+';'+Customer_State+';'+Customer_Zip+';'
+
'Ship_To_Address;Ship_To_City;Ship_To_Contact;Ship_To_Email;Ship_To_Name;Ship_To_Phone;Ship_To_State;Ship_To_Zip;'
+
Ship_To_Address+';'+Ship_To_City+';'+Ship_To_Contact+';'+Ship_To_Email+';'+Ship_To_Name+';'+Ship_To_Phone+';'+Ship_To_State+';'+Ship_To_Zip+';'
Exported details should remain visible. One trick used is to reduce the font size to the smallest possible size (a small black line may appear on the printed report).
Subtotal
The subtotal information must be included in the extracted report.
Here's how it should appear on the extracted report.
"Subtotal", "$23,225.82"
Example
Here is an example of an exported file with the details at the end
Manufacturing Configuration
In the Cienapps factory configuration, you must select the Designer configuration.
Import CAD/CAM
In the CAD/CAM import, you must select the file to import.
New customer
When importing, if the customer does not exist, the new customer entry window appears. The customer is targeted by their phone number. If two customers have the same phone number, the import will select the first customer.
You can adjust some details if required. When these changes are accepted, click 'OK'.
IMPORTANT
If the customer information is missing from the Drafter file, this automatic feature will not be available. You will need to manually create the client beforehand and select them during the import.
Delivery address
If a delivery address is present, the entry window appears.
IMPORTANT
This information is not mandatory. If it is missing, the user will not be prompted for it. It will be possible to enter this information manually later, if required.
An existing customer
During import, if the customer exists, it is automatically selected. The import is triggered.
Importing data
When using the 'Import' button, the import window allows you to enter the name of the part to be imported. You can enter an additional description and select a classification.
Price, total and quantity are information automatically added to the new finished product line.
If you use the part name in the import, the name will be automatically entered as is. If the classification with the same name exists, it is automatically selected.
IMPORTANT
The amount must appear on the Drafter report and be present in the document imported by Cienapps. See above in the current document.
Import
When you click the 'Save' button, the targeted import will be processed.
Here's an example with a quotation.
LIMITATION
This module is incompatible with the non-unique phone number module. If enabled, if two customers have the same number, the first customer will be used in the import.