EUROnet is a previous version of EULANDA and has not been supported or further developed since 2000. However, it is possible to transfer EUROnet data into the EULANDA. Due to the different data structure, it is sometimes not possible to transfer all data without errors (depending on the data quality).
The data transfer
The assistant for transferring the EURO data requires a lot of preparation. The following points should be carried out conscientiously. Otherwise the data of EULANDA® cannot be transferred, only incompletely or simply only erroneously.
EURO data can only be transferred to a new empty EULANDA® client. This also means that in case of errors in the transfer, the client with errors in EULANDA® must be deleted via the start menu before a new transfer.
Backing Up EURO Data
Do not use the fuse function integrated in the EURO (see EURO manual).
Deletion of all unneeded master data (articles and customers)This speeds up the transfer of data considerably. You will find the menu item under "Articles/Miscellaneous" or "Addresses/Miscellaneous" as "Delete Area". You should also remove wholesale catalogs that are not required.
Deletion of all old and no longer required operations
In the EURO, you will find the item "Remove posted transactions" under "Orders/miscellaneous" and the corresponding item "Delete area" in the dunning system. The item "Delete postings" only removes cleared items. Open items are therefore retained. The corresponding invoices must always exist for the items listed in the dunning system. EULANDA® has to merge both files, because a separation like in the EURO, no longer exists.
If the invoices are missing in balances, these balances cannot be transferred.
Matchcodes should be unique in the EURO
EULANDA® recognizes duplicate matchcodes and converts them to MATCH-1, MATCH-2 etc., but you have no influence on the naming itself.
VAT groups used must exist
The VAT groups used in the articles and the VAT groups used in the quotation and invoice items must also be defined in the constants of the EURO. EULANDA® can only accept articles and items for which the groups used are defined.
Customer numbers must be numeric
EULANDA® uses the customer number as account for accounting. Customer numbers whose contents do not consist of pure digits are not transferred. However, the data record itself is also copied if the customer number is invalid. In this case, the customer number for these addresses remains empty.
Checking the connections in the EURO
You will find this point in the EURO under "Other/System Administrator/Connections". This check should be made for articles and customers. All data that are not connected are assigned to an address "DIVERSE" and an article "DIVERSE" in EULANDA®. There is no similar module for subsequent connection in EULANDA®, since the SQL database server used does not allow inconsistencies. It is therefore necessary to carry out this work in the EURO. This is extremely important because otherwise the information system cannot make any assignments. In contrast to the EURO, information such as VAT, scales, etc. is loaded from the master data, thus producing different and therefore undesirable results for old invoices.
Performing a System Check in the EURO
This ensures that all data can be exported. Otherwise it can happen with partially defective files that the export in ORC files is incomplete.
Performing a Consistency Check in the EURO
This check checks various field contents for validity. If values are recognized that are not allowed, they are set to default values.
Export of EURO data
In the EURO there is the menu item "to Eulanda/Orca" within the EURO under "Other/Converter". After selecting this menu item, all EURO data is saved in ORC format. All data within the EURO are of course retained - they are not even changed.
The ORC data is stored in the ORCA folder below the EURO installation path. You can call up this installation path within the EURO with CTRL+I. The ORC format is a pure ASCII format; thus EULANDA® can take over the EURO data without having to access the Btrieve file system - the ORC data can also be copied to another computer system and taken over there by EULANDA®. If you have images in EURO, copy the images into the same path as the ORC data; these are then taken into account when importing EULANDA®.
Import of data via the wizard
After you have started EULANDA®, you will find the assistant for data transfer of the EURO data under "System administration". The"Next" button is only enabled if the dialog page has been filled in correctly.
The wizard guides you through the individual sections and collects all the necessary information. No changes are made to the data during input in the fields.
Current tips for the preparation of the takeover
Check the notes in the latest online help again; these preparation steps may be more current than those in this description.
Path specification for EURO-ORC data
Alternatively to direct input, the path can also be selected via the file dialog box using the"..." button at the end of the input field.
Normally, all data is selected for transfer to EULANDA® as specified. In test transfers, however, it may make sense to import only certain parts after data has been changed or corrected in the EURO, for example.
Note that warehouse stocks are only transferred correctly if all data is transferred and no time limit is specified.
Settings for Data Transfer
In EULANDA® there are no more selections as in the EURO. Characteristics are used instead. Any number of characteristics can be managed in EULANDA®. The converter allows the assignment from the old selection system to the new characteristic system. You can assign up to 20 combinations of old selections to a characteristic. The converter creates the characteristic and assigns this characteristic to the address if the selection is correct.
If you notice that the data has not been transferred completely or not as desired, the client must be deleted or you must use another client when you transfer the data again.
After the transfer, it can happen that invoice amounts have a different final total than in the EURO. This is due to the completely different rounding procedure and how price units are now taken into account. For this reason it is necessary that the old EURO data including EURO are kept in order to be able to print out old invoices retrospectively. It also happens that balances can deviate from the open items. In the EURO, paid balances can be deleted for reasons of space, if this was done, the receipt of payment is missing, so that the invoice remains open for EULANDA. Serial numbers and sources of supply cannot be transferred and must be maintained.
Operating instructions for EUROnet users
Identical or similar keyboard commands
EULANDA® has adopted many operating elements of EUROnet invoicing. These include the following functions:
|Browser||CTRL+ENTER from scroll mode|
|Program step back||ESC|
|Scrolling in Scroll Mode||Cursor left/right|
|Switch print box from printer, monitor, fax, etc.||F7|
|Skip long text during item entry||CTRL+ENTER|
|information system||In EURO I in scrolling mode in EULANDA CTRL+I|
|Transfer of the current date||In the EURO CTRL+F1 in EULANDA® CTRL+1|
|Transferring the time||In the EURO CTRL+F2 is in EULANDA® CTRL+2|
|Keyboard macro: Assigning the keys||In EURO ALT+F8 in EULANDA® you can manage phrases via the menu under Edit\Floskeln\Floskeln|
|Key macro: retrieve||In the EURO Shift+F1 to Shift+F10 in EULANDA® CTRL+0 to CTRL+9 is|
|Send email from address||In the EURO ALT+0, in EULANDA® UMSCH+STRG+M|
|Sending a fax from the address||In the EURO ALT+8, in EULANDA® UMSCH+STRG+F|
|Copy current address to clipboard||In the EURO ALT+W in EULANDA® UMSCH+STRG+W is|
|Electoral assistance||In EURO ALT+T in EULANDA® a click on the field name (hyperlink) of the telephone field in the address mask|
|System information||In EURO ALT+I you can reach EULANDA® from the menu under Help and there as menu item System information|
|Functions no longer required|
|System check||Not applicable Due to the security concept of the SQL server used|
Modification of the operation
In EUROnet, there was a separate screen template for each mode, such as change, create and delete. While entering orders, etc., you had to switch between these menu items. In EULANDA® all modes can be controlled from the same screen. By default EULANDA® is always in search mode. If you want to create a new data record, press the key combination Ctrl+N (=Create new). Deleting data records is always possible in scroll mode using the delete key.
For the EUROnet programme, there was only one distinction between offers and invoices. An order was only a special variant of an offer. Invoices could be created without an order, and the warehouse stock was posted at various points. The delivery note as such could be printed out as a copy of the offer or a copy of the invoice; it was only a form.
This made the program very easy to use, but the evaluations, the stock management and the traceability from the creation of an invoice for an order were only possible to a very limited extent. It was also not possible to determine the exact stock level, as the time of booking was never identical from the outset. Due to the simple Btrieve database, posting transactions could not be packed securely, so that it was possible for the warehouse stock to be executed during the posting run in dunning.
With EULANDA® all commercial processes are independent processes with independent number ranges. However, the difference to the document "Invoice" is quite significant. In EULANDA® invoices are purely accounting processes. Accordingly, these are never created manually, but are created or called up by a posting command in the extra menu of the"Convert to invoice" order.
This quick posting was especially implemented for users who only want to write invoices. The effort is identical to EUROnet. In these cases, header data and items are entered. Instead of having to change the menus, as with EUROnet, the function in the special menu of the"Convert to invoice" order not only takes over the complete creation of the cancellation of the warehouse reservation, the warehouse booking, the creation of a delivery note and the creation of the invoice, but also switches automatically to the invoice module. An invoice printout can be made immediately via Ctrl+P.
If changes are to be made to an invoice, you can jump back from the displayed invoice to the order module by clicking on the order number. Further entry of a completed order is then possible at any time via the special menu under "Further entry".
If only partial items of an order are to be executed, each order can be split into individual deliveries (=delivery notes) using a dialog.
Delivery notes can be converted to individual invoices or collective invoices at any time. With EULANDA® it is therefore no longer necessary to decide at the beginning whether a collective invoice for different delivery notes or an individual invoice will be required later.
The dunning process has also been considerably simplified. With EULANDA®, a posting run is no longer necessary. All invoices for which no payments are available can be dunned as soon as the payment deadline is exceeded. You can also post any number of payments for each invoice. At EUROnet, only the last payment was recorded here.