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<< Click to Display Table of Contents >> Navigation: Export > Setting up Regelneef Transporter |
Automatically translated from Dutch. Some wording may be inaccurate.
Before using Regelneef Transporter, configure the following settings.
In Regelneef
Under Maintenance → Settings, on the Integrations tab, enable the option to use Regelneef Transporter.
In Freepack
A small program must be installed and configured on the Freepack side. The Freepack modules must also use the correct settings.
Transporter program
Place RegelTrans.exe in the Freepack folder, preferably under freepack\regeltrans.
The program is available as a small download on request.
The examples below use z:\freepack\regeltrans.
Starting Transporter from Freepack
To launch the program easily from Freepack, configure a button under External links in menu 114. For example, to configure button 1, choose Edit and enter:
Display name: |
REGELNEEF TRANSPORT |
Run: |
z:\freepack\regeltrans\regeltrans.exe |
To make the button available in every administration, configure it separately in each one; button settings apply per administration.
Configuring administrations in Transporter
When first started, the program reports that no administrations have been configured. Use New on the Settings tab to add them.
For each Freepack administration to link, enter:
Freepack number: |
The Freepack administration number |
Regelneef key: |
The ID of the corresponding financial administration in Regelneef. Find this unique 36-character ID by opening the record under Maintenance → Tables → Financial administrations. |
For each administration, the program automatically creates a subfolder based on its number, such as Admin1 or Admin5.
In Settings, you can also enable automatic transfer when the program starts. This saves a click and is recommended.
Configuring modules in Freepack
Regelneef supports the modules in the following table:
Module |
Name |
Version |
Directory |
Filename |
142 |
Import employees |
1 |
Z:\Freepack\RegelTrans\Admin1\ |
r_ex_UZK.txt |
143 |
Import placements |
2 |
Z:\Freepack\RegelTrans\Admin1\ |
r_ex_UIT.csv |
144 |
Import weeksheets |
2 |
Z:\Freepack\RegelTrans\Admin1\ |
r_ex_WRB.csv |
146 |
Import debtors |
5 |
Z:\Freepack\RegelTrans\Admin1\ |
r_ex_DEB.txt |
161 |
Export employees |
2 |
Z:\Freepack\RegelTrans\Admin1\ |
uzk161v2.txt |
163 |
Export debtors |
3 |
Z:\Freepack\RegelTrans\Admin1\ |
deb163v3.txt |
Notes:
•Most organisations use only some of these modules. Configure only the modules you need.
•Within an administration, every module uses the same directory.
•You can copy the directory using the corresponding button on the Settings tab.
•Freepack module settings apply per administration. If you link several administrations, configure each separately. Only the path differs, using a different administration number.
•Filenames must match the table exactly.
•When you create an administration, Transporter also creates the four possible import files (r_ex_*) in its Admin folder. These are empty dummy files.
Use these to set the filenames in the modules by running each import once with the dummy file. Freepack reports that there is nothing to import, but remembers the correct filename for future use.