Upgrading to 2ic Pallets Web App

Prerequisites link

The recommended version of 2ic Pallets desktop app for the following procedure is v2.88. The upgrade can be downloaded below:

get_app Latest Version 2icPalletsUpdate.exe

Trading Partner Profile Management link

Deactivating Trading Partners link

1. Login to 2ic Pallets V2 (desktop app), open Administration tab, open Trading Partners form.
2. Click Bulk Deactivate button at the bottom of the grid - this will prompt a cut-off date. This can be edited.
3. A message will appear stating the number of trading partners to deactivate, click Yes to deactivate or No to change the cut-off date.
4. A backup of the file will be created, click Yes and follow the prompts. A message will appear stating the number of trading partners that have been deactivated.

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Inactive trading partners will not be imported into 2ic Pallets web app.

Assigning Trading Account Profiles link

1. Login to 2ic Pallets V2 (desktop app), open Administration tab, open TP Accounts form.
2. Open 2nd Filter 'Active Trading Partners' - you can assign in bulk or individually.
   • To individually assign:
     1. In Administration tab, open Profiles form, create a profile accordingly.
     2. In TP Accounts form, assign a Profile in the Profile column on each TP Account.
   • To bulk assign:
     1. In Administration tab, open TP Accounts form.
     2. Click 'Set Missing Profiles' button at the bottom of the grid. This will display the number of trading accounts without a profile.
     3. A backup copy of the file will be created, click Yes and follow the prompts. A message will appear stating records have been updated and several profiles added. These profiles require renaming and are generated from a transaction code and timestamp.
     4. Close out of TP Accounts form, and open Profiles form. This displays the trading account information to make it easy to rename. Type over the text to rename.

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All active trading partners must have a profile assigned.

If there is more than one master data file, profiles need to be standardised in each desktop app data file, ensuring there is an identical list across all master data files. This is because trading partners will be shared across one database in 2ic Pallets web app.

Identify the 2ic Pallets desktop app data file with the most trading partners and this will be imported into the 2ic Pallets web app first, creating a list of trading names that will be used across all accounts. This process will be repeated with the remainder data files.