Customer/Vendor Parts Import Guide - Revision history

DavidT at 19:25, 16 March 2022

2022-03-16T19:25:48Z

Freddy at 20:23, 7 June 2019

2019-06-07T20:23:09Z

Freddy at 19:29, 10 January 2019

2019-01-10T19:29:05Z

Freddy at 19:28, 10 January 2019

2019-01-10T19:28:29Z

Freddy: /* Customer/Vendor Parts Import Screen (IMPORTVPART) */

2018-12-13T15:43:11Z

‎Customer/Vendor Parts Import Screen (IMPORTVPART)

Freddy at 15:43, 13 December 2018

2018-12-13T15:43:00Z

Freddy at 17:01, 7 December 2018

2018-12-07T17:01:27Z

Freddy at 15:21, 7 December 2018

2018-12-07T15:21:46Z

Freddy at 15:16, 7 December 2018

2018-12-07T15:16:26Z

Freddy at 14:36, 7 December 2018

2018-12-07T14:36:08Z

← Older revision		Revision as of 19:25, 16 March 2022
Line 35:		Line 35:
	Menu Location: Transaction>>Importers/Exporters>>Item Control>>Customer/Vendor Part Import		Menu Location: Transaction>>Importers/Exporters>>Item Control>>Customer/Vendor Part Import

−	[[File:~~IMPORTVPART~~.png]]	+	[[File:Custmer-vendor_part_import.png]]

@@ Line 58: / Line 58: @@
 '''f4 - LeadTime''' -  Vendor order lead time in days. Updates the CV Part tab Lead Time field that displays on the Vendor Part report. Use the [[Item OHF Min/Max Import Guide|Item OHF Min/Max Import file]] to update order details for the QuickBuy application.
-'''f5 - Rating''' -  Vendor item rating. Allows a single character, either A-Z or 1-9.
+'''f5 - Rating''' -  Vendor item rating. Allows a single numeric digit (1-9)
 '''f6 - OrderInc''' -  Discontinued. Vendor order increment in purchase units. Use the [[Item OHF Min/Max Import Guide|Item OHF Min/Max Import file]] to update order details for the QuickBuy application.
@@ Line 84: / Line 84: @@
 '''f17 - PLeadTime''' -  Discontinued
-'''f18 - Def''' -  Enter 'Y' to flag the 'Default Source' field for the associated vendor record
+'''f18 - Def''' -  Enter 'Y' to flag the 'Default Source' field for the associated vendor record. A blank entry will import as 'N'o.
 '''f19 - FabTime''' -  Vendor item fabrication time in days.

@@ Line 44: / Line 44: @@
 '''Map Fields:''' Fields must be mapped prior to importing. If no changes have been made to the column headings, the mapping screen should show all green, and you can click OK to continue. If any of the Input Field Name columns on the left are red, single-click on the line on the left column, and then double-click the desired mapped field in the right column to complete the mapping.  Repeat for any red lines on the left that should be mapped.  If there are additional columns in the source file that should NOT be mapped, they can be left unmapped (displayed in red). Mandatory fields will require that they be mapped before clicking OK.
-'''Validate to XLS File:''' Generates an XLS file of errors that will prevent the import from completing.
+'''Validate to TXT File:''' Generates a TXT file of errors that will prevent the import from completing.
 ==Customer/Vendor Parts File Definitions==

@@ 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.
@@ Line 55: / Line 44: @@
 '''Map Fields:''' Fields must be mapped prior to importing. If no changes have been made to the column headings, the mapping screen should show all green, and you can click OK to continue. If any of the Input Field Name columns on the left are red, single-click on the line on the left column, and then double-click the desired mapped field in the right column to complete the mapping.  Repeat for any red lines on the left that should be mapped.  If there are additional columns in the source file that should NOT be mapped, they can be left unmapped (displayed in red). Mandatory fields will require that they be mapped before clicking OK.
-'''Validate to XLS File:''' Generates a TXT file of errors that will prevent the import from completing.
+'''Validate to XLS File:''' Generates an XLS file of errors that will prevent the import from completing.
 ==Customer/Vendor Parts File Definitions==

@@ Line 49: / Line 49: @@
-'''File Name/Browse:''' Use the Browse button to locate and select the completed Customer/Vendor Parts import template file (in XLS format).
+'''Item File Name/Browse:''' Use the Browse button to locate and select the completed Customer/Vendor Parts import template file (in XLS format).
 '''Export Template:''' Generates a blank Customer/Vendor Parts template file
@@ Line 56: / Line 56: @@
 '''Validate to XLS File:''' Generates a TXT file of errors that will prevent the import from completing.
 ==Customer/Vendor Parts File Definitions==

← Older revision		Revision as of 15:43, 13 December 2018
Line 49:		Line 49:


−	'''File Name~~(Header)~~/Browse:''' Use the Browse button to locate and select the completed Customer/Vendor Parts import template file (in XLS format).	+	'''File Name/Browse:''' Use the Browse button to locate and select the completed Customer/Vendor Parts import template file (in XLS format).

	'''Export Template:''' Generates a blank Customer/Vendor Parts template file		'''Export Template:''' Generates a blank Customer/Vendor Parts template file

@@ Line 29: / Line 29: @@
 ===General Notes===
-Most of the order calculation criteria has been moved to the item OHF tab, which offers more control over the order calculations used for QuickBuy procurement. The [[Item DET Import Guide|Item DET Import file]] should be used to update order calculation details for the QuickBuy application.
+Most of the order calculation criteria has been moved to the item OHF tab, which offers more control over the order calculations used for QuickBuy procurement. The [[Item OHF Min/Max Import Guide|Item OHF Min/Max Import file]] should be used to update order calculation details for the QuickBuy application.
 The import can be used to update existing customer or vendor alternate part numbers when an exact match is found for the Item/VendNo combination. However, if a new customer/vendor part is imported and any of the other details in the import file differ, the import process will create a new record rather than update the existing record. If you are attempting to update/replace the alternate part numbers, do not fill in any of the other non-required fields on the import file.
@@ Line 69: / Line 69: @@
 '''*f3 - VendNo''' -  Vendor number or Customer number for the associated item
-'''f4 - LeadTime''' -  Vendor order lead time in days. Updates the CV Part tab Lead Time field that displays on the Vendor Part report. Use the [Item DET Import Guide|Item DET Import file] to update order details for the QuickBuy application.
+'''f4 - LeadTime''' -  Vendor order lead time in days. Updates the CV Part tab Lead Time field that displays on the Vendor Part report. Use the [[Item OHF Min/Max Import Guide|Item OHF Min/Max Import file]] to update order details for the QuickBuy application.
 '''f5 - Rating''' -  Vendor item rating. Allows a single character, either A-Z or 1-9.
-'''f6 - OrderInc''' -  Discontinued. Vendor order increment in purchase units. Use the [[Item DET Import Guide|Item DET Import file]] to update order details for the QuickBuy application.
+'''f6 - OrderInc''' -  Discontinued. Vendor order increment in purchase units. Use the [[Item OHF Min/Max Import Guide|Item OHF Min/Max Import file]] to update order details for the QuickBuy application.
 '''f7 - LastCost''' -  Last received cost in dollars per purchase unit for the associated vendor item.

@@ Line 44: / Line 44: @@
 ==Customer/Vendor Parts Import Screen (IMPORTVPART)==
-Menu Location: Transaction>>Importers/Exporters>>Item Control>>Vendor Part Import
+Menu Location: Transaction>>Importers/Exporters>>Item Control>>Customer/Vendor Part Import
 [[File:IMPORTVPART.png]]

@@ Line 29: / Line 29: @@
 ===General Notes===
-Most of the order calculation criteria has been moved to the item OHF tab, which offers more control over the order calculations used for QuickBuy procurement. The [[Item DET Import Guide|Item DET Import file]] shoudl be used to update order calculation details for the QuickBuy application.
+Most of the order calculation criteria has been moved to the item OHF tab, which offers more control over the order calculations used for QuickBuy procurement. The [[Item DET Import Guide|Item DET Import file]] should be used to update order calculation details for the QuickBuy application.
 The import can be used to update existing customer or vendor alternate part numbers when an exact match is found for the Item/VendNo combination. However, if a new customer/vendor part is imported and any of the other details in the import file differ, the import process will create a new record rather than update the existing record. If you are attempting to update/replace the alternate part numbers, do not fill in any of the other non-required fields on the import file.
@@ Line 79: / Line 79: @@
 '''f8 - LastRec''' -  Last received date for the associated vendor item last cost record.
-'''f9 - Discount''' -  Discount percentage applied to this vendor item.
+'''f9 - Discount''' -  Discount (in dollars per unit) applied to this vendor item.
 '''f10 - Notes''' -  Notes associated with this vendor item. Notes can be printed on the Vendor Part report.