Tools > Import From > Importing from Field Manager PRO

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« AgExpert Analyst Knowledge Base

Importing from Field Manager PRO 

You can import harvest, sales and inventory adjustment information from your Field Manager PRO software directly into AgExpert Analyst, with a few modifications.

To import Field Manager PRO transaction information into AgExpert Analyst:

  1. Select Import from and then Field Manager PRO from the Tools menu. The Field Manager PRO Import dialogue box appears.
  2. Click […] to select a Field Manager PRO file to Import. The Select Data File dialogue box appears.
  3. Locate your Field Manager PRO data files on the hard drive. Select the file to import and click Open.
  4. Use the check boxes to select any or all of HarvestsSales or Adjustments.
  5. Use the Date Filter to select a single date or a range of dates and then click Next.
      NoteTo view previously imported items, select the Show previously imported items check box.

To import adjustments or harvests:

  1. Click the Import… link in the Action column for the record you want to import.
  2. Select an inventory account to import the information from. If the amount imported from Field Manager PRO uses a different unit than the AgExpert Analyst account, select a unit for conversion or import it using the Field Manager Pro amount. 
      NoteIf you don’t convert the Field Manager PRO amount unit to the AgExpert Analyst account, you may import an incorrect amount of inventory.
  3. Click OK.
  4. Add a Reference and a Value per Inventory Unit in the Inventory Adjustment dialogue box. You can also change the date and description.
  5. Click Record when you’ve done modifying the entry.
      NoteFor harvests, if the amount entered causes the inventory to become negative, you won’t be able to record the transaction. Correct the inventory amount in AgExpert Analyst or import some harvests before modifying the entry.

To import sales:

  1. Click the Import… link in the Action column for the record you want to import.
      Note: To import a sale into AgExpert Analyst, you first need to map the dollar amounts from Field Manager PRO into your AgExpert Analyst accounts.
  2. Select a Transaction type from the drop-down menu:
  3. Select a Customer.
  4. Select the Crop Income Account for the sale.
      Note: You can map any deductions, rebates and adjustments set up in Field Manager PRO to an AgExpert Analyst account.
  5. Click  beside each deduction to map it to an account.
  6. Click OK.
      Note: If the amount imported from Field Manager PRO uses a different unit than the AgExpert Analyst account, you can select a unit for conversion or import it using the Field Manager Pro amount.  NoteIf you don’t convert the Field Manager PRO amount unit to match the AgExpert Analyst account, you may import an incorrect amount of inventory.
  7. Click OK. The Inventory Detail dialogue box appears.

 

Last updated on August 22, 2014 by FCC AgExpert