Catalyst Manufacturing FAQ

Question: How do I populate the database with my company data?

Answer: The two main methods to populate Catalyst Manufacturing® with your company data are importing data from an external source and keying the data in manually. A pre-formatted spreadsheet is available to help you import data from another data source. To import data not included in the spreadsheet, you will need to establish some append queries to add your imported data to the tables in Catalyst. For data sources with a limited number of records or where the data requires a significant amount of cleansing before importing, it is recommended that you enter the data manually using the Catalyst forms.

There are two resources at your disposal to help you determine the order data needs to be entered into Catalyst -- the Data Management page of the Process Flow Charts (Help > Process Flow Charts) and the table below which is a more technical reference that includes the database object names. If you decide to develop your own conversion routine to import the data into the Catalyst back-end database from another source, please refer to the table below to observe the table precedence and relationship requirements. To upgrade from a previous version of Catalyst, refer to the Upgrade Data topic to import your data automatically using the Catalyst Upgrade Wizard.

Foundation Data

Menu Path	Form Name	Table Name
Inventory > Create/Maintain Warehouses	frmWarehouses	tblWarehouses
Inventory > Create/Maintain Locations	frmLocations	tblLocations
Data Maintenance > Create/Maintain Company	frmCompany	tblCompany
Data Maintenance > Create/Maintain Company > Accounts	frmCompany	tblChartofAccounts
Data Maintenance > Create/Maintain Company > Costing	frmCompany	tblProductClass
Data Maintenance > Create/Maintain Company > Shipping	frmCompany	tblShipLocations
Financial > Create/Maintain Payment Terms	frmPaymentTerms	tblPaymentTerms
Data Maintenance > Create/Maintain Carriers	frmShipVia	tblShipVia
Data Maintenance > Create/Maintain Shipping Terms	frmFreightTerms	tblShipTerms
Data Maintenance > Create/Maintain FOB Points	frmFOBPoint	tblFOBPoint
Sales > Create/Maintain Sales Territories	frmTerritory	tblTerritory
Data Maintenance > Create/Maintain Product Codes	frmProductCode	tblProductCode
Data Maintenance > Create/Maintain Units of Measure	frmUM	tblUM
Data Maintenance > Create/Maintain Currency Codes	frmCurrency	tblCurrency
Data Maintenance > Create/Maintain Departments	frmDepartments	tblDepartments
Data Maintenance > Create/Maintain Employees	frmEmployees	tblEmployee
Production > Create/Maintain Work Centers	frmWorkCenters	tblWorkCenters
Production > Create/Maintain Work Centers > Capacity	frmWorkCenters	tblWCShifts
Sales > Create/Maintain Customer Types	frmCustType	tblCustType
Sales > Create/Maintain Customers	frmCustomers	tblCustomers
Sales > Create/Maintain Customers > Contacts	frmCustomers	tblCustContacts
Sales > Create/Maintain Customers > Shipping	frmCustomers	tblCustShipTo
Purchasing > Create/Maintain Vendor Types	frmVendType	tblVendType
Purchasing > Create/Maintain Vendors	frmVendors	tblVendors
Purchasing > Create/Maintain Vendors > Contacts	frmVendors	tblVendContacts
Data Maintenance > Create/Maintain Item Master	frmItemMaster	tblItemMaster
Data Maintenance > Create/Maintain Item Master > Inventory	frmItemMaster	tblDimInv
Data Maintenance > Create/Maintain Item Master > Cost	frmItemMaster	tblItemCost
Sales > Sales Level Pricing Maintenance	frmItemMaster	tblSalesPriceLevel
Data Maintenance > Create/Maintain Item Master > Sales	frmItemMaster	tblCustPartNo
Data Maintenance > Create/Maintain Item Master > Supply	frmItemMaster	tblVendPartNo
Purchasing > Vendor Price/Quantity Discounts	frmVendors	tblVendPricing
Data Maintenance > Create/Maintain Item Master > Engineering	frmItemMaster	tblItemSub
Sales > Create/Maintain Forecasts	frmForecast	tblForecast
Production > Create/Maintain Operations	frmOperations	tblOperations
Data Maintenance > Create/Maintain Product Configurtions	frmProdConfig	tblEngMaster
Sales > Create/Maintain Quote Models	frmModels	tblModels
Inventory > Create/Maintain Reason Codes	frmReasonCodes	tblReasonCode
Production > Create/Maintain Shop Calendar	frmShopCalendar	tblShopCal

In addition, if you are using the Peachtree Accounting® interface, you will need to run the Peachtree Setup routine to populate the sales tax code tables (tblSalesTaxAuth, tblSalesTaxCodes, and tblSalesTaxCombined).

Transaction Data

Menu Path	Form Name	Table Name	Dependent Table(s)
Sales > Create/Maintain Customer Orders	frmCustOrders	tblCustOrders	tblOrderLines, tblQuotes
Purchasing > Create/Maintain Purchase Orders	frmPurchaseOrders	tblPurchaseOrders	tblPOLines
Production > Maintain Shop Orders	frmShopOrders	tblShopOrders	tblShopBOM, tblShopRoute
Financial > Physical Inventory Control Board	frmPhyInventory	tblInvTransactions

The entering of customer orders, purchase orders, and shop orders will depend on how you want to initialize the system. Generally, you will want to load open customer orders and purchase orders and any shop orders needed to cover work-in-progress at the time of implementation cutover. You may also want to release some shop orders in anticipation of what you will need during the initial production period. It is recommended that you conduct a physical inventory using the Physical Inventory Control Board to enter opening balance transactions for all inventory items just prior to the implementation cutover date.

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