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Kofax

Clearing of Master data

3020043

Question / Problem: 

Common when a customer has done a lot of testing and want to start fresh.

Also applicable if you have had specific currency master data uploaded and want to reset the currency master data to default.

Answer / Solution: 

This can be done with Online Connect or the Excel add-in.

For the Excel add-in you can use the example file in the help: https://docs.readsoftonline.com/help...ster-data.xlsx,  and delete all the values.

For Online Connect you use a master data XML file with no suppliers, purchase orders, currencies, or what master data table you want to clear out.

Examples

For purchase orders the XML will look like this:

<?xml version="1.0" encoding="utf-8"?>
<PurchaseOrders xmlns:i="http://www.w3.org/2001/XMLSchema-instance">

</PurchaseOrders>

For suppliers:

<?xml version="1.0" encoding="utf-8"?>
<Suppliers xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
  
</Suppliers>

And for currencies:

<?xml version="1.0"?>
<Currencies xmlns:i="http://www.w3.org/2001/XMLSchema-instance">

</Currencies>

 

 

Applies to:  

Product Version
Readsoft Online  

 

 

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