You are here: Chargemaster Toolkit Help > Modules > CDM Direct Merge

CDM Direct Merge

CDM DirectMerge is a module which provides the functionality to merge your raw CDM data directly into your working (HPT) file. This removes the need to send your file to Craneware for conversion.

Open Chargemaster Toolkit and from the main menu select File > Review.
Select the first file you want to merge then click on the Review button.
Enter your user name and password for the file then check out all departments.

See Override GLs if any GLs are already checked out and you need to regain full control over all department GLs.

From the main menu select File > Merge. The Select Merge Type screen displays.
Select the CDM Direct Merge button. The Wizard moves to the Select File stage.
Enter a path and file name or browse to the file you want to merge, then click on the Next button. The Merge CDM File screen displays.
Select the file you want to merge then click on the Open button.

Your file may be file type CSV, XLS or TXT but it must conform exactly to the original template agreed. Contact Craneware if you have any doubts as attempting to merge two files with incompatible formats can result in serious problems.

The Converted CDM File screen displays. CDM DirectMerge first converts your CDM file into a suitable format and displays details of your data in a conversion report.

Click on the Conversion Details tab to view possible problems. (At this stage the file has been converted but has not yet been merged.)

Blue Warning messages highlight potential problems with the incoming data. You can click on the blue highlight to drill down to see details. Blue Warning messages are for informational purposes and should not interfere with the merge process. However, a large number of Warning messages here may indicate that your data needs to be checked before merging.

When you have checked any Warning messages click on the Next button to proceed with the merge. The Wizard moves to the Merge Templates stage.
Select the Use Default Settings check box then click on the Next button. The Wizard moves to the Finish screen.
Click on the Finish button. The files are merged and the Merge Report displays.

The Merge Report screen lists the Merged Charge Items, Additional Charge Items, Merge Conflicts, Implementation Errors and Changed Departments. If you have any implementation errors you must deal with them. (See Error handling for details.)

When you are done click on the Close Button. You can access the Implementation Error Tool here on the Merge Report screen (in the Implementation Errors tab) or from Tools in the main menu.

____________________________________________________________________________________________________________________________________