YHiFinance 5
SECTION
1.5.4.4.2 - UPDATE EXISTING TAXI CARDS ASCII IMPORT
USAGE: To import a file
containing, all or a subset, of changed information to be posted to the Taxi
master-file. The input file is required to be in a very strictly stylised
format so that HiFinance can allocate data to the
correct fields on the correct Taxi records. This function is only relevant for
specific sites.
DISCUSSION: Make sure that you have a good backup of your data
and that no-one is using HiFinance during the update.
HiFinance may not update the files as you expected
and the only completely safe way to correct the mistake is to restore your data
from backup.
The import file required must be called taximf.csv, although case is not important in Windows. This
file must reside in your data directory, eg \HF5DATA\COMP1. Also, the file must not be in use. This is important
because if you have created the file from a spreadsheet
and have saved it but not closed it, the file will still be locked by the spreadsheet program and HiFinance
will not be able to open it.
The input file must be in CSV format. This is a comma-delimited
file (without quotes) with one record per line. Exporting from
Excel, choosing the CVS format, will produce the correct format automatically.
Each alphanumeric field must be left justified. HiFinance
will make no attempt to remove leading spaces (for names, etc.). Numeric fields
should not have any dollar signs or commas. Do not use commas in any
alpha fields. These will be treated as a field break and HiFinance will not import the row correctly. A blank cell
will be treated as a valid entry, thus a blank alpha cell will clear the
corresponding field in the master-file and a blank numeric cell will reset the
corresponding field in the master-file to zero. Thus if you do not wish to
change a field, either delete the row, delete the column or make sure that the
cell contains the same information as the field in the master-file currently
has.
The first line of the input file must contain only
field names. These fields are mostly identical to those exported using TAXI
CARDS ASCII EXPORT (see SECTION 1.5.3.7U.1).
In fact the easiest way to create the initial file is to export it first using
this program with the headings option turned on. This also has the advantage of
accurately exporting the current information. There are some fields available
in the Import program that are not created in the
Export program. The full list is detailed below. Note the use of the underscore
character instead of spaces. This format must be copied exactly.
CARD_NUMBER
DRIVER_REGO
LICENCE_NUMBER
ACTIVE_FLAG
AVAILABLE_FROM
AVAILABLE_TO
FIRST_NAME
LAST_NAME
SALUTATION
GENDER,DATE-OF-BIRTH
TRADING_NAME
ABN
ADDRESS_LINE_1
ADDRESS_LINE_2
ADDRESS_LINE_3
POSTCODE
WORK_PHONE
HOME_PHONE
FAX_PHONE
MOBILE_PHONE
EMAIL
OTHER_KEY1
OTHER_KEY2
OTHER_KEY3
PLUS_ALLOWED
PLUS_DISCOUNT
ULP_ALLOWED
ULP_DISCOUNT
DIS_ALLOWED
DIS_DISCOUNT
LPG_ALLOWED
LPG_DISCOUNT
PREMIUM_ULP_ALLOWED
PREMIUM_ULP_DISCOUNT
PREMIUM_100_ALLOWED
PREMIUM_100_DISCOUNT
E85_ALLOWED
E85_DISCOUNT
ADBLUE_ALLOWED
ADBLUE_DISCOUNT
PREDIS_ALLOWED
PREDIS_DISCOUNT
NOTES_P1
NOTES_P2
NOTES_P3
NOTES_P4
NOTES_P5
NOTES_P6
NOTES_P7
NOTES_P8
NOTES_P9
NOTES_P10
NOTES_P11
NOTES_P12
NOTES_P13
NOTES_P14
NOTES_P15
NOTES_P16
NOTES_P17
NOTES_P18
NOTES_P19
NOTES_P20
EXCEPTION_1
EXCEPTION_2
EXCEPTION_3
EXCEPTION_4
EXCEPTION_5
EXCEPTION_6
EXCEPTION_7
AVAILABLE_FROM
AVAILABLE_TO
Notes:
1)
The order of the columns is not important but they must not appear more
than once.
2)
CARD_NUMBER must appear, as it is used to link the row
to the Card Code as it currently exists on the Taxi master-file.
3)
Apart from CARD_NUMBER, you must have at least one more column.
4)
OTHER_KEY’s are replaced by whatever you have defined it as
in SYSTEM DEFAULTS.
5)
Some fields are only relevant to specific installations.
6)
If you try to import the raw file form the ASCII EXPORT program,
it will not read in successfully unless you choose to export with comma
delimiters between fields and without quotes around fields (numeric and
alphanumeric). This can be set in the options part of the export program.
Normally this is not the way this function is used, the purpose of this
function being to manipulate the file in a spreadsheet
program and importing the result.
7)
Most fields are not verified on import. You must enter valid
information. For the field that are validated, invalid data will be ignored.
When the program starts, it will firstly check whether
the import file exists and is accessible. Having established this, HiFinance will read the first line of the file and check
for its correctness. If no obvious errors are found, you will be asked to
confirm that you have made a backup and then you will be asked to confirm that
you wish to proceed.
HiFinance will then read import lines
one at a time confirming firstly that the CARD_NUMBER field corresponds to a Taxi
Card code and then replacing the fields and records, as defined by the columns
you have chosen. If an invalid or blank row is encountered, it will be skipped.
HiFinance will continue processing until it reaches
the end of the import file. Finally the import file will be renamed to taximf.old (to stop you from accidentally rerunning the program
with used data) before returning you the MAIN MENU.
