Price Group Import Guide - Revision history

Tcampbell at 14:13, 27 December 2022

2022-12-27T14:13:44Z

Mwillard at 17:23, 5 December 2022

2022-12-05T17:23:58Z

Freddy at 19:38, 10 January 2019

2019-01-10T19:38:18Z

Freddy at 21:05, 20 December 2018

2018-12-20T21:05:49Z

Freddy at 20:52, 20 December 2018

2018-12-20T20:52:25Z

Freddy at 20:36, 20 December 2018

2018-12-20T20:36:35Z

Freddy at 19:20, 20 December 2018

2018-12-20T19:20:33Z

Freddy at 17:57, 20 December 2018

2018-12-20T17:57:39Z

Freddy: Created page with " ==General Import Template File Notes== Template files are typically generated from their respective Import screen using an 'Export Template' button. Using the 'Export Temp..."

2018-12-20T17:36:01Z

Created page with " ==General Import Template File Notes== *Template files are typically generated from their respective Import screen using an 'Export Template' button. *Using the 'Export Temp..."

New page

==General Import Template File Notes==

*Template files are typically generated from their respective Import screen using an 'Export Template' button.
*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.

==Price Group Import Notes==

The OHF Import, also known as the ITEMDET import is used to add new Warehouse, Owner, Held For (OHF) records or to update the order control details on existing OHF records.

===Timing and Preparation===

The base OHF record, and additional combinations of OHF records can be created during the initial item import. The OHF import is generally used to update the details for accounting control, or Quick Buy order control based on the item's stocking/receiving warehouse. The OHF import can be performed at any point during the implementation once the item records have been created.

===General Notes===

All of the quantity values on this import are expressed in stock unit. The Quick Buy application suggests order quantities in stock units, but will convert to purchase units on the purchase order as long as item units, unit groups, and unit conversions are all set appropriately.

==Price Group 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.

This file is generally built from various sources of customer supplied data, so there is rarely a need for scrubbing customer data, except when item codes or vendor numbers are changed from the customer's legacy system.

==Price Group Import Screen (ITEMIMPORTDET)==

Menu Location: Transaction>>Importers/Exporters>>Item Control>>Item OHF Min/Max Import

[[File:ITEMIMPORTDET.png]]

'''Item File Name/Browse:''' Use the Browse button to locate and select the completed Item OHF Min/Max import template file (in XLS format).

'''Export Template:''' Generates a blank Item OHF Min/Max template file

'''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.

'''Default Owner:''' Sets the inventory owner for all imported OHF records where the Owner column is left blank. This list is populated with Organization records that have the Inventory Owner attribute.

'''Default Warehouse:''' Sets the warehouse location for all imported OHF records where the Whse column is left blank.. This list is populated by Warehouse Control records that have been created.

'''Default HedlFor:''' Sets the inventory holder for all imported OHF records where the HeldFor column is left blank.. This list is populated from the Item Held For Codes (HOLDER) Rule Maintenance record. If a catch-all code such as 'DEF' is used, make sure the HOLDER rule is set up properly.

'''Validate to TXT File:''' Generates a TXT file of errors that will prevent the import from completing.

==Price Group File Definitions==

Required fields are indicated with an *

'''*f1 - Item''' - Item Master item code for the associated OHF record. The item code must exist in Adjutant, or it will fail validation.

'''*f2 - Whse''' - Inventory warehouse name. This is required to update existing records. If left blank, the warehouse will be set to the default from the import request screen.

'''f3 - LeadTime''' - Order lead time in days for use in calculating delivery time. The Lead Time details in the Item C/V Part tab will override the OHF setting.

'''f4 - OrderInc''' - Order increment in stock units. The order increment can cause the recommended order quantity to exceed the maximum quantity setting

'''f5 - Min''' - Minimum on-hand stocked quantity, or reorder point, in stock units. Quick Buy will prompt for order when the projected quantity is below the minimum.

'''f6 - Max''' - Maximum on-hand stocked quantity, in stock units. Quick Buy will not suggest an order amount that exceeds this quantity.

'''f7 - OrderQty''' - Order quantity in stock units. Generally the difference between minimum and maximum quantity.

'''f8 - ScrapAtQty''' - On-hand quantity, in stock units, that should be considered scrap. Import accepts only whole numbers, no decimal values.

'''*f9 - HeldFor''' - Inventory holder name from the HOLDER rule. This is required to update existing records. If left blank, the Held For will be set to the default from the import request screen.

'''*f10 - Owner''' - Inventory owner organization ID. This is required to update existing records. If left blank, the Owner will be set to the default from the import request screen.

'''f11 - Bin''' - Default stocking bin location based on the OHF combination. Also known as ProBin. The bin must exist in the Bins screen, the import will not create bins.

'''f12 - PWOBin''' - Default bin for produced items

'''f13 - CtrlAcct''' - Inventory GL account for the OHF combination. Overrides the CID Master and Warehouse Item Control account.

'''f14 - POAcct''' - PO Clearing GL account for the OHF combination. Overrides the CID Master and Warehouse PO Clearing account.

'''f15 - ICCAcct''' - Inventory Clearing GL account. Overrides the CID Master and Warehouse IC Clearing account.

'''f16 - WIPAcct''' - Work in progress GL account. Overrides the CID Master and Warehouse WIP account.

'''f17 - ItemCat''' - Item category from the ITEMCAT rule. If left blank, the item category code marked as 'default' in the rule will be used.

'''f18 - BCost''' - Updates the Bcost value in OHF. This field is part of a custom solution that will not be used for new customers.

'''f19 - BQty''' - Updates the Bqty value in OHF. This field is part of a custom solution that will not be used for new customers.

'''f20 - PSelCode''' - Purchase Selection code for use in Quick Buy purchasing to sort and group items with similar codes. Accepts 10 characters alphanumeric.

'''f21 - StkCode2''' - Stock code for use in Quick Buy purchasing to sort and group items with similar codes. Accepts 10 characters alphanumeric.

'''f22 - OrderFreq''' - Order frequency, in days

'''f23 - IncReOrder''' - Include on reorder. Set this to 'Y' to include the item OHF combination in Quick Buy.

'''f24 - FixReOrder''' - Enter 'Y' to mark the item OHF combination as a fixed redorder.

'''f25 - ProdPlant''' - Enter 'Y' to set the 'Produce in this Location flag for the item OHF combination.

'''f26 - Consig''' - Enter 'Y' to mark the item OHF combination as a consignment item.

'''f27 - CycleCode''' - Custom cycle count code to select similarly coded items for a cycle count. Accepts 4 characters alphanumeric.

'''f28 - DefSource''' - Enter 'Y' to mark the item OHF combination 'Default Source' flag and establish the default order source.

'''f29 - AvgCost''' - Average cost per stocking unit for the item OHF combination.

'''f30 - LastCost''' - Last received cost per stocking unit for the item OHF combination

==Price Group Additional Steps==

There are no additional steps needed after the import.

==Price Group Reconciliation==

Reconciling imported data should begin with spot-checking several records field-by-field for complete data import. Pick records from the source file that have the most data columns filled in. Verify that all source file data fields imported correctly and display as expected.

==Price Group Database Tables==

'''ITEMDET''' - Each imported OHF combination will create a unique KEYNO in this table linked to the item's IKEY and combination of LOCTID (warehouse), VENDID (Owner ID), and HELDFOR.

[[Category: Order Entry]]
[[Category: Purchase Orders]]
[[Category: Import Guides]]

@@ Line 1: / Line 1: @@
+__NOTOC__
 ==General Data Import Notes==
@@ Line 20: / Line 20: @@
 ===General Notes===
-The Price Group Import can update either the Customer Pricing or the Vendor Pricing(Costing) screen. Adjustments to the pricing setup can easily be made by re-importing the same file after making changes. The import works to update existing records, as well as deleting unwanted records if the 'DeleteOnly' column is checked and there is an exact match.
+The Price Group Import can update either the Customer Pricing or the Vendor Pricing (Costing) screen. Adjustments to the pricing setup can easily be made by re-importing the same file after making changes. The import works to update existing records, as well as deleting unwanted records if the 'DeleteOnly' column is checked and there is an exact match.
 There are four types of pricing models that can be defined. The pricing model code is required for the first column of the import file, labelled PGRP.
@@ Line 35: / Line 35: @@
 ==Price Group 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.
+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.  Therefore, 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.
-This file is generally built from various sources of customer supplied data, so there is rarely a need for scrubbing customer data, except when item codes or vendor numbers are changed from the customer's legacy system.
+This file is built from various sources of customer supplied data, so there is rarely a need for scrubbing customer data, except when item codes or vendor numbers are changed from the customer's legacy system.
@@ Line 43: / Line 43: @@
 ==Price Group Import Screen (PRICEIMP)==
-Menu Location: Transaction>>Importers/Exporters>>Purchase and Sales Orders>>Price Group Import
+'''Menu Location''' Transaction>>Import/Export>>Import Master
-[[File:PRICEIMP.png]]
+[[image:PRICEIMP.png]]

← Older revision		Revision as of 19:38, 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.

@@ Line 80: / Line 80: @@
 '''*f2 - EntCode''' -  Pricing Group name for GG and GI matrix setups. Organization number (customer or vendor) for EG and EI matrix setups.
-'''f3 - ItemCode''' -  Item Group name for GG and EG matrix setups. Item number for GI and EI matrix setups.
+'''*f3 - ItemCode''' -  Item Group name for GG and EG matrix setups. Item number for GI and EI matrix setups.
-'''f4 - OrderInc''' -  Order increment in stock units. The order increment can cause the recommended order quantity to exceed the maximum quantity setting
+'''f4 - Factor''' -  Factor type. Defines how the factor amount entry is used to calculate pricing. Valid entries are 'F' (Fixed Price), 'P' (Percentage), 'M' (Margin), and 'D' (Dollars). Percentage and Fixed Price are the most common factor types.
-'''f5 - Factor''' -  Factor type. Defines how the factor amount entry is used to calculate pricing. Valid entries are 'F' (Fixed Price), 'P' (Percentage), 'M' (Margin), and 'D' (Dollars). Percentage and Fixed Price are the most common factor types.
+'''*f5 - RateCode''' -  Enter 'R' (Regular) for all records, unless directed otherwise. Other available entries are 'D' (Double-Time), 'O' (Overtime), and 'T' (Triple-Time) for labor options, which are no longer priced through this program.
-'''f6 - RateCode''' -  Enter 'R' (Regular) for all records, unless directed otherwise. Other available entries are 'D' (Double-Time), 'O' (Overtime), and 'T' (Triple-Time) for labor options, which are no longer priced through this program.
+'''*f6 - Origin''' -  Enter 'P' (Price) to use the item list price as the origin amount. Enter 'C' (Cost) to use the item base cost.
-'''f7 - Origin''' -  Enter 'P' (Price) to use the item list price as the origin amount. Enter 'C' (Cost) to use the item base cost.
+'''*f7 - FacAmt''' -  Factor Amount value. Enter the fixed price dollar amount or the percentage value to use for calculating the discount (for Price origin) or markup (for Cost origin). Allows 3 decimals.
-'''f8 - FacAmt''' -  Factor Amount value. Enter the fixed price dollar amount or the percentage value to use for calculating the discount (for Price origin) or markup (for Cost origin). Allows 3 decimals.
+'''*f8 - StkStatus''' -  Item stocking status filter. The most common entry is 'B' (Both stock and non-stock). Other filters are 'S' (Stock) and 'N' (Non-stock).
-'''*f9 - StkStatus''' -  Item stocking status filter. The most common entry is 'B' (Both stock and non-stock). Other filters are 'S' (Stock) and 'N' (Non-stock).
+'''f9 - StartQty''' -  Starting quantity (low) count used to define different price breaks based on order quantity.
-'''*f10 - StartQty''' -  Starting quantity (low) count used to define different price breaks based on order quantity.
+'''f10 - EndQty''' -  Ending quantity (high) count used to define different price breaks based on order quantity.
-'''f11 - EndQty''' -  Ending quantity (high) count used to define different price breaks based on order quantity.
+'''f11 - Sale''' - Enter 'Y' to check the Sale box for the associated pricing record. Sale start and end dates should be defined in the following fields, if 'Y' is entered.
-'''f12 - Sale''' - Enter 'Y' to check the Sale box for the associated pricing record. Sale start and end dates should be defined in the following fields, if 'Y' is entered.
+'''f12 - SaleStart''' -  Sale starting date in MM/DD/YY format
-'''f13 - SaleStart''' -  Sale starting date in MM/DD/YY format
+'''f13 - SaleEnd''' -  Saled ending date in MM/DD/YY format
-'''f14 - SaleEnd''' -  Saled ending date in MM/DD/YY format
+'''f14 - Unit''' -  Unit of measure used with the fixed price factor type
-'''f15 - Unit''' -  Unit of measure used with the fixed price factor type
+'''f15 - DeleteOnly''' -  Enter 'Y' to delete the associated pricing record
-'''f16 - DeleteOnly''' -  Enter 'Y' to delete the associated pricing record
+'''f16 - StartVal''' -  Starting dollar value (low) count used to define different price breaks based on order value.
-'''f17 - StartVal''' -  Starting dollar value (low) count used to define different price breaks based on order value.
+'''f17 - EndVal''' -  Ending dollar value (high) count used to define different price breaks based on order value.

@@ Line 94: / Line 94: @@
 '''*f9 - StkStatus''' -  Item stocking status filter. The most common entry is 'B' (Both stock and non-stock). Other filters are 'S' (Stock) and 'N' (Non-stock).
-'''*f10 - StartQty''' -
+'''*f10 - StartQty''' -  Starting quantity (low) count used to define different price breaks based on order quantity.
-'''f11 - EndQty''' -
+'''f11 - EndQty''' -  Ending quantity (high) count used to define different price breaks based on order quantity.
-'''f12 - Sale''' -
+'''f12 - Sale''' - Enter 'Y' to check the Sale box for the associated pricing record. Sale start and end dates should be defined in the following fields, if 'Y' is entered.
-'''f13 - SaleStart''' -
+'''f13 - SaleStart''' -  Sale starting date in MM/DD/YY format
-'''f14 - SaleEnd''' -
+'''f14 - SaleEnd''' -  Saled ending date in MM/DD/YY format
-'''f15 - Unit''' -
+'''f15 - Unit''' -  Unit of measure used with the fixed price factor type
-'''f16 - DeleteOnly''' -
+'''f16 - DeleteOnly''' -  Enter 'Y' to delete the associated pricing record
-'''f17 - StartVal''' -
+'''f17 - StartVal''' -  Starting dollar value (low) count used to define different price breaks based on order value.
@@ Line 129: / Line 128: @@
 ==Price Group Database Tables==
-'''ITEMDET''' - Each imported OHF combination will create a unique KEYNO in this table linked to the item's IKEY and combination of LOCTID (warehouse), VENDID (Owner ID), and HELDFOR.
+'''PRICEGROUP''' - All imported records are stored in the table. The EGROUP value holds the Entity or Group name. The IGROUP holds the Item Price Group or Item number. The IKEY shows the associated item number. The ENTID shows the associated organization ID.

@@ Line 76: / Line 76: @@
 Required fields are indicated with an *
-'''*f1 - PGrp''' -  Item Master item code for the associated OHF record. The item code must exist in Adjutant, or it will fail validation.
+'''*f1 - PGrp''' -  Pricing matrix code. Valid entries are GG, GI, EG, and EI. See above for detailed explanation.
-'''*f2 - Whse''' -  Inventory warehouse name. This is required to update existing records. If left blank, the warehouse will be set to the default from the import request screen.
+'''*f2 - EntCode''' -  Pricing Group name for GG and GI matrix setups. Organization number (customer or vendor) for EG and EI matrix setups.
-'''f3 - LeadTime''' -  Order lead time in days for use in calculating delivery time. The Lead Time details in the Item C/V Part tab will override the OHF setting.
+'''f3 - ItemCode''' -  Item Group name for GG and EG matrix setups. Item number for GI and EI matrix setups.
 '''f4 - OrderInc''' -  Order increment in stock units. The order increment can cause the recommended order quantity to exceed the maximum quantity setting
-'''f5 - Min''' -  Minimum on-hand stocked quantity, or reorder point, in stock units. Quick Buy will prompt for order when the projected quantity is below the minimum.
+'''f5 - Factor''' -  Factor type. Defines how the factor amount entry is used to calculate pricing. Valid entries are 'F' (Fixed Price), 'P' (Percentage), 'M' (Margin), and 'D' (Dollars). Percentage and Fixed Price are the most common factor types.
-'''f6 - Max''' -  Maximum on-hand stocked quantity, in stock units. Quick Buy will not suggest an order amount that exceeds this quantity.
+'''f6 - RateCode''' -  Enter 'R' (Regular) for all records, unless directed otherwise. Other available entries are 'D' (Double-Time), 'O' (Overtime), and 'T' (Triple-Time) for labor options, which are no longer priced through this program.
-'''f7 - OrderQty''' -  Order quantity in stock units. Generally the difference between minimum and maximum quantity.
+'''f7 - Origin''' -  Enter 'P' (Price) to use the item list price as the origin amount. Enter 'C' (Cost) to use the item base cost.
-'''f8 - ScrapAtQty''' -  On-hand quantity, in stock units, that should be considered scrap. Import accepts only whole numbers, no decimal values.
+'''f8 - FacAmt''' -  Factor Amount value. Enter the fixed price dollar amount or the percentage value to use for calculating the discount (for Price origin) or markup (for Cost origin). Allows 3 decimals.
-'''*f9 - HeldFor''' -  Inventory holder name from the HOLDER rule. This is required to update existing records. If left blank, the Held For will be set to the default from the import request screen.
+'''*f9 - StkStatus''' -  Item stocking status filter. The most common entry is 'B' (Both stock and non-stock). Other filters are 'S' (Stock) and 'N' (Non-stock).
-'''*f10 - Owner''' -  Inventory owner organization ID. This is required to update existing records. If left blank, the Owner will be set to the default from the import request screen.
+'''*f10 - StartQty''' -
-'''f11 - Bin''' -  Default stocking bin location based on the OHF combination. Also known as ProBin. The bin must exist in the Bins screen, the import will not create bins.
+'''f11 - EndQty''' -
-'''f12 - PWOBin''' - Default bin for produced items
+'''f12 - Sale''' -
-'''f13 - CtrlAcct''' -  Inventory GL account for the OHF combination. Overrides the CID Master and Warehouse Item Control account.
+'''f13 - SaleStart''' -
-'''f14 - POAcct''' -  PO Clearing GL account for the OHF combination. Overrides the CID Master and Warehouse PO Clearing account.
+'''f14 - SaleEnd''' -
-'''f15 - ICCAcct''' -  Inventory Clearing GL account. Overrides the CID Master and Warehouse IC Clearing account.
+'''f15 - Unit''' -
-'''f16 - WIPAcct''' -  Work in progress GL account. Overrides the CID Master and Warehouse WIP account.
+'''f16 - DeleteOnly''' -
-'''f17 - ItemCat''' -  Item category from the ITEMCAT rule. If left blank, the item category code marked as 'default' in the rule will be used.
+'''f17 - StartVal''' -
-'''f18 - BCost''' -  Updates the Bcost value in OHF. This field is part of a custom solution that will not be used for new customers.
+'''f18 - EndVal''' -

@@ Line 119: / Line 119: @@
 [[Category: Order Entry]]
-[[Category: Purchase Orders]]
+[[Category: Purchasing]]
 [[Category: Import Guides]]

@@ Line 19: / Line 19: @@
 ==Price Group Import Notes==
-The OHF Import, also known as the ITEMDET import is used to add new Warehouse, Owner, Held For (OHF) records or to update the order control details on existing OHF records.
+The Price Group Import is used to create new price group records, update existing records, or delete unwanted records. The import can create either customer pricing or vendor pricing controls. Vendor pricing groups are not as common.
 ===Timing and Preparation===
-The base OHF record, and additional combinations of OHF records can be created during the initial item import. The OHF import is generally used to update the details for accounting control, or Quick Buy order control based on the item's stocking/receiving warehouse.  The OHF import can be performed at any point during the implementation once the item records have been created.
+Customer Price Groups should be set up after all Item Master setup, including Item Master imports, has been completed, and all customer organizations have been imported.
 ===General Notes===
-All of the quantity values on this import are expressed in stock unit. The Quick Buy application suggests order quantities in stock units, but will convert to purchase units on the purchase order as long as item units, unit groups, and unit conversions are all set appropriately.
+The Price Group Import can update either the Customer Pricing or the Vendor Pricing(Costing) screen. Adjustments to the pricing setup can easily be made by re-importing the same file after making changes. The import works to update existing records, as well as deleting unwanted records if the 'DeleteOnly' column is checked and there is an exact match.
@@ Line 49: / Line 59: @@
-'''Item File Name/Browse:''' Use the Browse button to locate and select the completed Item OHF Min/Max import template file (in XLS format).
+'''Item File Name/Browse:''' Use the Browse button to locate and select the completed Price Group import template file (in XLS format).
-'''Export Template:''' Generates a blank Item OHF Min/Max template file
+'''Export Template:''' Generates a blank Price Group template file
 '''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.
-'''Default Owner:''' Sets the inventory owner for all imported OHF records where the Owner column is left blank. This list is populated with Organization records that have the Inventory Owner attribute.
+'''Special Customer Entered Pricing:''' Checking this box sets the 'Customer Entered Pricing' flag in the Customer Pricing screen for all imported records.
-'''Validate to TXT File:''' Generates a TXT file of errors that will prevent the import from completing.
+'''Customer Pricing:''' Select this radio button to update the Customer Pricing screen
@@ Line 69: / Line 76: @@
 Required fields are indicated with an *
-'''*f1 - Item''' -  Item Master item code for the associated OHF record. The item code must exist in Adjutant, or it will fail validation.
+'''*f1 - PGrp''' -  Item Master item code for the associated OHF record. The item code must exist in Adjutant, or it will fail validation.
 '''*f2 - Whse''' -  Inventory warehouse name. This is required to update existing records. If left blank, the warehouse will be set to the default from the import request screen.

@@ Line 42: / Line 42: @@
-==Price Group Import Screen (ITEMIMPORTDET)==
+==Price Group Import Screen (PRICEIMP)==
-Menu Location: Transaction>>Importers/Exporters>>Item Control>>Item OHF Min/Max Import
+Menu Location: Transaction>>Importers/Exporters>>Purchase and Sales Orders>>Price Group Import
-[[File:ITEMIMPORTDET.png]]
+[[File:PRICEIMP.png]]