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.
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.
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.
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.
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.
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 customer area and group codes are mapped to regions and territories in Opera.
Match-IT carriage codes are mapped to dispatch methods in Opera.
Match-IT material profile codes are mapped to stock profiles in Opera.
Match-IT exports all stock transactions to an Opera warehouse called ‘MAIN’.
In the accounts centre record, select Generic and OperaII as the Script Name.
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:
The procedure is the same as the customer case except make a report called SUPLIST and select fields from the “Purchases – accounts” database.
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:
from calculated fields:
The procedure is the same as the customer case except make a report called SUPBAL and select fields from the “Purchases – accounts” database.
Use the Import menu and select the Sales Customers option and send the report to a file with the name SNAME.CSV
As above except the file name produced is PNAME.CSV and the import option is Purchase Suppliers.
As above except the file names produced are STRAN.CSV and SANAL.CSV and the import option is Sales Transactions.
As above except the file names produced are PTRAN.CSV and PANAL.CSV and the import option is Sales Transactions.
As above except the file name produced is CNAME.CSV and the import option is Stock Items.
As above except the file name produced is CTRAN.CSV and the import option is Stock Transactions.