Quick Data Loader

Quick Data Loader works with MAX to provide trusted methods for quickly and accurately populating data into a MAX database from an Excel spreadsheet within minutes.

Description
Requirements
Documentation
Changelog
Installation

Implementing MAX for the first time? Facing a large data entry session? Easily review your data in Excel and load into MAX.

A favorite tool for new MAX users, perfect for contract manufacturers, helpful in entering extensive BOM… use it any time data is available in Excel.

MAXToolKit Quick Data Loader works with MAX master records, inventory balances and orders – importing your new data and/or changes. The initial data migration process from other ERP solutions can be difficult. Quick Data Loader helps you fill in missing fields with valid values so the import process is smooth and successful.

Benefits

Easy to Use | Use your Excel knowledge to prepare data for import
Thorough and Flexible | Load Part Masters, Bills of Material, Routings, Customers, Vendors, Posting Accounts, Costing Data, Inventory Balances, Orders and More
Verification| Quick Data Loader ensures that all data is validated and missing input fields are populated with default values

The MAXToolkit Advantage: Why spend hours or DAYS entering data when you can upload unlimited data in minutes?

Click here to read how one customer used Quick Data Loader to quickly and efficiently transfer their data to MAX.

Quick Data Loader Fact Sheet

Other tools implemented by module users include Part Cloner and SuperZap.

Balance Point Technologies also creates custom enhancements for MAX and Dynamics GP, extending their capabilities to meet your specific business requirements.

*Please note that installation and training time is not included in the purchase price of this product. This product requires an annual customer service plan for upgrades and support.

Documentation

MAX Quick Data Loader User Guide

Quick Data Loader Fact Sheet

MAX Workbench User Guide

Quick Data Loader

Updated 1/13/2022 - v22.1.13.1
- Updated functionality for loading of work orders to utilize the update MAX API methods
Updated 1/06/2022 - v22.1.6
- Updated the Templates dialog to display required fields based on a selected table and to highlight the required fields in exported templates
Updated 12/29/2021 - v21.12.29
- Added functionality to load Master Schedule Orders
Updated 11/17/2021 - v21.11.17
- Included functionality to add/update Order_Master_Ext and Purchase_Order_Code_
Updated 10/11/2021 - v21.10.11
- Modified functionality for SO and PO notes to be split by | instead by a new line character
Updated 9/13/2021 -v21.09.13
- Added an option to open the selected input file directly from Quick Data Loader
Updated 8/27/2021 - v21.08.27
- Updated the sales order load functionality to allow the user to load header and details notes in one iteration.
Updated 4/09/2021 - v21.04.09
- Added functionality to update Order Master
Updated 1/11/2021 - v21.01.12
- Update functionality to show Defaults and Settings for only the MANAGER user
Updated 1/09/2021 - v21.01.9
- Added Ship Via to the sales order import template
Updated 12/16/2020 - v20.12.16
- Added ZONE to the Stock Transfer template
Updated 11/23/20 - v20.11.23
- Added functionality to assign a new order number when importing purchase orders in the following scenarious:
  - On a new part number
  - Ona new order number
  - When line and delivery number is 01
Updated 11/23/20 -v20.11.23
- Added functionality to import purchase order notes
Updated 11/23/20 -v20.11.23
- Added functionality to import subcontract purchase orders to MAX
Updated 7/23/20 - v20.7.23
- Corrected functionality for loading a new BOM and updating an existing one
Updated 6/27/20 -v20.6.27
- Updated fucntionality to allow to update field DELSTK_01 to a blank value
Updated 6/20/20 - v20.6.20
- Added MAX ID to the template of product structure; updated functionality in a way so the Cycle Count will verify that all required columns are in the input template that the user is using
Updated 4/18/2020 - v20.4.18
- Corrected functionality with loading of feature-options
Updated 2/22/2020 - v20.2.22
- Added PO Receipt transaction to Transactions tab
Updated 12/11/2019 - v19.12.11
- Added functionality to add/update SO_Master_Ext and SO_Detail_Ext
Updated 8/01/2019 - v19.8.1
- Modified Cycle Count functionality to process records of the same part in a batch instead of individually.
Updated 7/20/2019 - v19.7.20
- Added Field FRMPLN_10 to Purchase Order Update
Updated 4/03/2019 - v19.4.4.1
- Added functionality to update Cost per Unit when the Material Cost of a part is updated.
Updated 2/25/2019 - v19.2.25
- Modified BOM validation logic to include the provided Alternate Code
Updated 11/25/2018 - v18.11.25.1
- Modified export template functionality no not export the template as a data table
Updated 11/09/2018 - v18.11.9
- Updated functionality to export templates as a range instead of as a data table.
Updated 10/24/2018 - v18.10.24
- Added Multiple Cost to list of supported Static database tables.
Updated 6/25/2018 - v18.6.25
- Added the following fields to work order search - customer order, udf key, order reference
Updated 6/11/2018 - v18.6.11
- Added field CURPRM_10 to Purchase Order update.
Updated 3/21/2018 -v18.3.21
- Added functionality to import Configuration Master and Feature Qualifier in a single iteration
- Modified functionality to improve BOM and Part Master Load
Updated 1/31/2018 - v18.1.31
- Enhanced the Sales Order import in Quick Data Loader to retrieve pricing from Price Breaks based on the part and customer specified in the input file and included an option on the Sales Order Settings tab to enable or disable this functionality.
Updated 12/06/2017 - v17.12.06
- Added Tax Master to Static Tab.
Updated 11/25/2017 - v17.11.25
- Added cycle count to the Transactions tab.
- Added Stock Transfer, Unplanned Receipt, Unplanned Issue and Cycle Count to the Templates dialog.
Updated 11/13/2017 - v17.11.13
- Added functionality to add/update part notes.
Updated 5/30/2017 - v17.5.30
- Updated logic to insert new components on a BOM when updating the a BOM.
Updated 2/22/2017 - v17.2.22
- Added Stock Transfer to the Transactions tab
Updated 2/4/2017 - v17.2.7
- Corrected validation functionality when loading multilevel BOM.
Updated 2/2/2017 - v17.2.2.3
- Corrected validation for cost type of components and assignment of effectivity dates when loading BOM.
Updated 1/28/2017 - v17.1.28
- Added unplanned issue to the transactions tab
Updated 12/05/2016 - v16.12.5
- Added support for database column names that contain spaces
- Added Planners table to the static tab
Updated 11/04/2016 - v16.11.4
- Updated the purchase order import functionality to allow part number containing special characters.
Updated 6/14/2016 - v16.6.14
- Added Part_Master_Ext insert during the BOM Load.
- Added generation of blank templates for Sales Orders, Purchase Orders, Non-Inventory Purchase Orders and Work Orders.
- Added fields COMNT1_27, COMNT2_27, COMNT3_27, ADDR3_27, ADDR4_27 to Sales Order Import
Updated 6/13/2016 - v16.3.5
- Corrected functionality for creating Unplanned Receipts.
- Added a new Unplanned Receipts template to the Quick Data Loader Template document
- Corrected problem with text fields that are given a MAX length which was affecting the generating of the update and insert queries.
- Modified functionality for reading database column names and generating the queries. The new modified functionality will allow Quick Data Loader to work with fields names that start with a number.
- Added an additional fourth tab on the main window for loading BOM. The new BOM loading functionality provides the following features:
  - Can work with a single input file that could contain fields from Product_Structure, Part_Master and Mfg_Part_Master
  - Will automatically add a record to Mfg_Part_Master, if the input file contains the necessary information.
  - Will automatically add the assembly part or the component to Part_Master, if the assembly part or the component do not already exist in Part _Master and if the ‘Add non existing parts to Part_Master’ option is checked.
  - Add a single level or multi-level BOM
  - Add alternate single level or multi-level BOM
  - Update a single level BOM
  - Replace an existing single level BOM. Replacing of an existing multi-level BOM is not supported.
  - Allows the usage of a user defined Effectivity Date or Effectivity Date from an input file
  - Allows the user to specify the starting point (row number) of the data in the input file
Updated 9/23/2015 - v15.9.23.1
- Added the following tables:
  - Customer_Master_Ext
  - Employee_Master_Ext
  - Part_Routing_Ext
  - Part_Sales_Ext
  - SFC_Work_Center_Ext
  - Vendor_Master_ext
  - Labor_Rates
- Corrected issue with 'Modified By' column when updating a database table and the column is not present
- Added additional validation on numeric and date columns
Updated 7/08/2014
- Newest version available via MAX Workbench
Updated 9/27/12
- Price Breaks table added.
Updated 8/31/12