Comments Template

Excel template to import comments and notes into Bevica Select records during data migration, keeping key context from legacy systems.

Use this template to import comments against Customers or Vendors.

Before you start

You need:

• ​Excel Template Data Migration​
• ​Configuration Worksheet

Import the parent record first (customer or vendor).

When to use this template

Export it from Configuration Worksheet on the Customer Comment or Vendor Comment line.

Step-by-step

1

Export the template

1. Open Configuration Worksheet.
2. Select the relevant comment line.
3. Select Excel → Export to Template.

2

Populate rows

1. Create one row per comment line.
2. Use Line No. increments of 1000.
3. Use the right Comment Type for the workflow you want.

3

Import and apply

1. Select Excel → Import from Template.
2. Fix any errors in the preview.
3. Select Apply Data.

4

Verify

1. Open the customer or vendor card.
2. Check the comments appear in the expected place.

Field reference (template columns)

The template has the following fields:

Field Id / Name	Related Table	FieldType	Note
1 Table Name		Option (Mandatory)	CustomerorVendor
2 No.		Code 20 (Mandatory)	This is the Customer or Vendor No.
3Line No.		Integer (Mandatory)	Increment by 10000, e.g. 10000, 20000, 30000 etc
4 Date		Date
5 Comment		Text 80
70500 Comment Type		Option (Mandatory)	• Internal • Delivery Instr. (Sales) • Picking Instr. (Sales) • Sales Documents • Gift Note • Internal • Purchase Documents