Coil Receipt Defaults Import Guide - Revision history

Amohammad at 14:08, 27 March 2024

2024-03-27T14:08:03Z

Amohammad at 14:07, 27 March 2024

2024-03-27T14:07:42Z

Freddy at 11:56, 9 July 2019

2019-07-09T11:56:49Z

Freddy at 17:06, 13 June 2019

2019-06-13T17:06:40Z

Freddy at 19:24, 10 January 2019

2019-01-10T19:24:53Z

Freddy at 15:15, 13 December 2018

2018-12-13T15:15:33Z

Freddy at 20:20, 6 December 2018

2018-12-06T20:20:12Z

Freddy at 20:26, 27 November 2018

2018-11-27T20:26:52Z

Freddy at 19:39, 27 November 2018

2018-11-27T19:39:40Z

Freddy at 19:37, 27 November 2018

2018-11-27T19:37:09Z

Show changes

@@ Line 36: / Line 36: @@
 ==Coil Receipt Defaults Import Screen (IMPORTCOILJUMP)==
-Menu Location: Transaction >> Import/Export>> Item Control>> Coil Receipt Defaults Import (dropdown menu)
+Menu Location: Transaction >> Import/Export >> Item Control >> Coil Receipt Defaults Import (dropdown menu)
 [[File:Coil_Receipts_Defaults_Import.png]]

@@ Line 3: / Line 3: @@
 Refer to the [[Data Import General Information]] page for information and guidance on general import timeline, formatting import templates, as well as how to ensure you are using the most current template information for data imports.
@@ Line 15: / Line 14: @@
 The Coil Receipt Defaults Import can be run immediately after the Item Master Import to create and fill out the Coil Receipts Default attribute. The Coil Receipt Defaults attribute is also known as the COIL LOT or COILJUMP attribute.
-The Coil Receipt Defaults attribute must be added for any coil item codes that will import coil lot#s and quantities with the Coil Import. The attribute can be empty, but it has to exist.
+The Coil Receipt Defaults attribute must be added for any coil item codes that will import coil lot# and quantities with the Coil Import. The attribute can be empty, but it has to exist.
@@ Line 22: / Line 20: @@
 The Coil Receipt Default Import will add the attribute if it doesn't already exist. If the attribute already exists, it will update the details in the COILJUMP screen.
 ==Coil Receipt Defaults File Data Scrubbing==
@@ Line 36: / Line 31: @@
 * '''LBSFT''' - The SQL query above can help get the data needed to fill out the LBS/FT values if the unit weight data is complete on all of the coil items.  If the LBSFT column is left empty, it will import a blank value.
-* '''Processor''' - Review the COILPROCESSLIST CID Setup Option setting. With this turned on, the imported Processor Name value must EXACTLY match the company name of an organization set up with the PROCESSOR Organization attribute. If this option is off, any valid text wil import as the coil processor.
+* '''Processor''' - Review the COILPROCESSLIST CID Setup Option setting. With this turned on, the imported Processor Name value must EXACTLY match the company name of an organization set up with the PROCESSOR Organization attribute. If this option is off, any valid text will import as the coil processor.
 ==Coil Receipt Defaults Import Screen (IMPORTCOILJUMP)==
-Menu Location: Transaction>>Importers/Exporters>>Item Control>>Coil Receipt Defaults Import
+Menu Location: Transaction >> Import/Export>> Item Control>> Coil Receipt Defaults Import (dropdown menu)
-[[File:IMPORTCOILJUMP.png]]
+[[File:Coil_Receipts_Defaults_Import.png]]
@@ Line 54: / Line 48: @@
 '''Validate to XLS File:''' Generates a TXT file of errors that will prevent the import from completing.
@@ Line 68: / Line 60: @@
 '''f3 - Condition''' -  Default coil condition code/description (10 alphanumeric character max)
-'''f4 - Base Metal''' -  Default coil base metal code/decsription (10 alphanumeric character max)
+'''f4 - Base Metal''' -  Default coil base metal code/description (10 alphanumeric character max)
 '''f5 - Backer''' -  Default coil backer code/description (if any) (10 alphanumeric character max)
@@ Line 93: / Line 85: @@
 '''f16 - MasterCoil''' -  Enter 'Y' to define the associated coil item as a Master coil
@@ Line 99: / Line 90: @@
 There are no additional steps needed after the import.
@@ Line 107: / Line 97: @@
 Perform purchase order receipts for several different records and verify that receipt defaults and printing flags work as expected.

@@ Line 82: / Line 82: @@
 '''f10 - Paint Code''' -  Default paint Code value (10 alphanumeric character max)
-'''f11 - HeatNo''' -  Default heat number, can be used to default a prefix or a format (20 alphanumeric character max, some special characters allowed)
+'''f11 - HeatNo''' -  This field is no longer in use
 '''f12 - NumLabels''' - Default number of labels to print when receiving coil

@@ Line 78: / Line 78: @@
 '''f8 - Mill''' -  Default mill name (60 characters)
-'''f9 - Processor''' -  Default outside coil processor company name (60 characters). Processor name must EXACTLY match the Adjutant Organization name is COILPROCESSLIST is turned on.
+'''f9 - Processor''' -  Default outside coil processor company name (60 characters). Processor name must EXACTLY match the Adjutant Organization name if COILPROCESSLIST is turned on.
 '''f10 - Paint Code''' -  Default paint Code value (10 alphanumeric character max)

← Older revision		Revision as of 19:24, 10 January 2019
Line 1:		Line 1:

−	==General Import ~~Template File~~ Notes==	+	==General Data Import Notes==

−	*Template files are typically generated from their respective Import screen using an 'Export Template' button.	+	Refer to the [[Data Import General Information]] page for information and guidance on general import timeline, formatting import templates, as well as how to ensure you are using the most current template information for data imports.
−	*Using the 'Export Template' button from an updated system will help ensure that you are using the most up-to-date import file, and will help avoid errors.
−	*Templates generally (but not in all cases) contain 3 rows of header information.
−	**The first row is generally labelled with f1 through f## and is used to give a consistent column id to ~~each data column. Do not remove this row unless instructed.~~
−	**The second row is labelled with the ~~column data/field name. The values in this row are used~~ for ~~the file mapping screen. Editing these values is generally not needed~~ and ~~may make the field mapping process difficult.~~
−	**The third row (if present) is labelled either with the same values from row 2, ~~or with more detailed field descriptions. The third row is available to create a customer-friendly name for the associated data column.~~
−	***The third row should be removed from the source file prior to importing. It will cause errors since it will be treated as ~~the first import record on the file.~~
−	Import files MUST always be saved as ~~'Microsoft Excel 5.0/95 Workbook (.xls)' format until further notice. The import screens will generate errors if the file type is not correct.~~
−
−	*It is a good idea to ~~perform a Mapping Table Import~~ using ~~a current source list before beginning on any imports. Without a current mapping table,~~ the ~~quality of imports can be compromised. The Mapping Table Import only needs to be run once on a newly set up Adjutant system. It does not need to be run before each import.~~
−	**Export a current ~~list from the Mapping Table Import screen from an updated system (or contact your Implementation Consultant~~ for ~~an updated file).~~
−	**Perform a Mapping Table Import on the target system with the XLS file from the step above.

← Older revision		Revision as of 15:15, 13 December 2018
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−	'''File Name~~(Header)~~/Browse:''' Use the Browse button to locate and select the completed Coil Receipt Defaults template file (in XLS format).	+	'''Import File Name/Browse:''' Use the Browse button to locate and select the completed Coil Receipt Defaults template file (in XLS format).

	'''Export Template:''' Generates a blank Coil Receipt Defaults template file		'''Export Template:''' Generates a blank Coil Receipt Defaults template file

← Older revision		Revision as of 20:20, 6 December 2018
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−	==Coil ~~Import~~ Database Tables==	+	==Coil Receipt Defaults Database Tables==

	'''PCXREF''' - Attributes added to item records will create cross-reference entries in the PCXREF table. The TYPE will generally be the attribute name or code. The PARENTID and CHILDID will generally match the IKEY value of the associated item.		'''PCXREF''' - Attributes added to item records will create cross-reference entries in the PCXREF table. The TYPE will generally be the attribute name or code. The PARENTID and CHILDID will generally match the IKEY value of the associated item.

@@ Line 19: / Line 19: @@
 ==Coil Receipt Defaults Import Notes==
-The Coil Receipt Defaults sets the default values that prompt on coil tags as coils are received from purchase orders. The details in the attribute jump screen are defaults only, and can be overridden during the receiving process.
+The Coil Receipt Defaults screen sets the default values that prompt on coil tags as coils are received from purchase orders. The details in the attribute jump screen are defaults only, and can be overridden during the receiving process.
@@ Line 37: / Line 37: @@
-==Coil Import File Data Scrubbing==
+==Coil Receipt Defaults File Data Scrubbing==
 Every customer's data will have different issues that need addressing.  Some of the issues will not make themselves visible until after the data has been imported and is in use during parallel testing.  This is why it is critically important to perform an early import, and keep accurate notes on issues that need to be addressed on a supplemental import, or for a complete re-import. Some common things that need attention during Item Master data scrubbing include:
@@ Line 53: / Line 53: @@
 ==Coil Receipt Defaults Import Screen (IMPORTCOILJUMP)==
-Menu Location: Transaction>>Importers/Exporters>>Item Control>>Coil Receipt Default Import
+Menu Location: Transaction>>Importers/Exporters>>Item Control>>Coil Receipt Defaults Import
 [[File:IMPORTCOILJUMP.png]]

← Older revision		Revision as of 19:39, 27 November 2018
Line 55:		Line 55:
	Menu Location: Transaction>>Importers/Exporters>>Item Control>>Coil Receipt Default Import		Menu Location: Transaction>>Importers/Exporters>>Item Control>>Coil Receipt Default Import

−	[[File:IMPORTCOILJUMP.png]]	+	[[File:IMPORTCOILJUMP.png]]