Turn on Unimicro as an option for invoice export
Go to System settings → Economy → Invoice Export and check Unimicro as an option for invoice export.
Then Unimicro will appear as a choice in the invoice overview when you have ticked the relevant invoices.
Unlike several others of our invoice export options, you do not need to enter additional information for the products in the product overview in RecMan to connect this to Unimicro. The only thing that is included from RecMan is the product number, and it will be matched automatically inside Unimicro.
When exchanging for the first time, make sure that the customer numbers match in the two systems. When creating customers later, it is important that RecMan is used as a master so that you do not sit in both systems and create customers with different customer numbers.
File export to Unimicro
When exporting to Unimicro, it can be good to have an understanding of which fields from RecMan are included in the file export. We will explain this in more detail in this part of the article. The first thing to do is to generate the Unimicro file, and this is done by selecting the relevant invoices and pressing the Unimicro button. Then, you will get a file that you can download from the file extension .TXT. This is a comma-separated ASC file and can be viewed either in Notepad or in Excel (must, in that case, define that the column divider should follow the commas).
The file contains three main types of information. These are Rectype 30, Rectype 80 and Rectype 81. Rectype is the first number that appears on the lines of the file. This can be found here in the file:
We will go through the different Rect types that are included in the export from RecMan here.
Rectype 30 - Customers
In the lines that start with the number (Rectype) «30» comes the customer information. See the picture below for an explanation of where the various information comes from. Remember that the numbers in the first column illustrate the position of the file.
Example from our demo system:
Rectype 80 - Invoice
In the lines that start with the number (Rectype) «80» comes the invoice information. The item/invoice lines do not appear here but rather in the lines with Rectype 81. See the picture below for an explanation of where the various information comes from. Remember that the numbers in the first column illustrate the position of the file.
Example from our demo system:
Rectype 81 - Item Lines
In the lines that start with the number (Rectype) «81» comes the item/invoice line information. These always follow a Rectype 80 (invoice information). See the picture below for an explanation of where the various information comes from. Remember that the numbers in the first column illustrate the position of the file.
Example from our demo system:
Sample file from a demo system
This is an example of the file. Click on the image to enlarge it.
Sample files
If you use Unimicro, then you can export a TXT file which in turn can be imported directly into Unimicro. You can also choose to export the Unimicro document file, which works in the same way as the regular export, but this will also contain RecType = 60.