This is a scripted interface (this means you can edit it to change its behaviour to suit your operating practices) implemented in the OperaII.lua file in your configs folder.

The file names used here are the standards offered when the interface is setup. If you chooses to use different names make sure you update the files paths in the appropriate accounts centre record.

Match-IT Nominal codes

Opera uses sales and purchase codes that represent many attributes, not just the nominal code. The codes in Match-IT that are referred to as Nominal Codes must match a sales or purchase code in Opera.

Match-IT VAT codes

Opera controls VAT through a combination of codes and attributes. The codes in Match-IT that are referred to as VAT Codes must match the letter you assigned to the VAT codes in Opera. Note: Opera uses a separate set of codes for sales and purchase VAT processing.

Match-IT accounts centre

In Match-IT use the Functions | Standing Data | Accounts | Accounts Centres menu and enter the Detail of the Main account centre. Select the Generic account centre. Then in the Options tab, type OperaII in the Script Name field.

Match-IT addresses

Opera only has a 5 line address, and line 5 (the post code) can only be 8 characters. Beware of this when entering addresses into Match-IT.

Match-IT terms

Opera uses a terms profile code to set many attributes for a customer or supplier. The codes in Match-IT referred to Terms must correspond to the Opera terms profile codes.

Match-IT area and group codes

Match-IT customer area and group codes are mapped to regions and territories in Opera.

Match-IT carriage codes

Match-IT carriage codes are mapped to dispatch methods in Opera.

Match-IT profile codes

Match-IT material profile codes are mapped to stock profiles in Opera.

Opera warehouses

Match-IT exports all stock transactions to an Opera warehouse called ‘MAIN’.

How do I set to use this interface?

In the accounts centre record, select Generic and OperaII as the Script Name.

How do I import my customer list?

Use the Reporter to create a report from the “Sales – accounts” database, give it the name CUSLIST, and send it to a CSV file with the name CUSLIST.CSV. Include the following fields in the order shown:

Account
Name
Addr1
Addr2
Addr3
Addr4
PstCode
TeleNo
Contact
Ctry
VRN

How do I import my supplier list?

The procedure is the same as the customer case except make a report called SUPLIST and select fields from the “Purchases – accounts” database.

How do I import my customer credit balances?

Use the Reporter to create a report from the “Sales – accounts” database, give it the name CUSBAL, and send it to a CSV file with the name CUSBAL.CSV. Include the following fields in the order shown:

from account database:

Account
CurrBal
CrLim
Stop

from calculated fields:

CurrentBalance
Month1Balance
Month2Balance
Month3Balance
Month4Balance
Month5Balance

How do I import my supplier credit balances?

The procedure is the same as the customer case except make a report called SUPBAL and select fields from the “Purchases – accounts” database.

How do I export new customer accounts?

Use the Import menu and select the Sales Customers option and send the report to a file with the name SNAME.CSV

How do I export new supplier accounts?

As above except the file name produced is PNAME.CSV and the import option is Purchase Suppliers.

How do I export new sales invoices?

As above except the file names produced are STRAN.CSV and SANAL.CSV and the import option is Sales Transactions.

How do I export new purchase invoices?

As above except the file names produced are PTRAN.CSV and PANAL.CSV and the import option is Sales Transactions.

How do I export new stock codes?

As above except the file name produced is CNAME.CSV and the import option is Stock Items.

How do I export new stock movements?

As above except the file name produced is CTRAN.CSV and the import option is Stock Transactions.