Companion Product Import Format

A

1

Record Type

1

Character

Yes

Enter H to specify a header record. There must be at least one trailer record for every header record.

B

2

Companion Type

9

Character

No

You must enter one of the following:

• CustProd - Customer/Product

• CustClass - Customer/Companion Class

• BookProd - Companion Book/Product

• BookClass - Companion Book/ Companion Class

If this field is blank, it defaults to CustProd.

C

3

Customer Code

12

Character

Yes, only if CustProd or CustClass is entered for the Companion Type field (position 2)

Enter the customer code for the companion product rule. This field is validated. For information on customer codes, see Customer Maintenance.

D

4

Companion Book ID

12

Character

Yes, only if BookProd or BookClass is entered for the Companion Type field (position 2)

Enter the companion book ID for the companion product rule. This field is validated. For information on companion books, see Companion Book Maintenance.

E

5

Product Code

40

Character

Yes, only if CustProd or BookProd is entered for the Companion Type field (position 2)

Enter the product code for the companion product rule. This field is validated. For information on product codes, see Product Maintenance.

F

6

Companion Class ID

12

Character

Yes, only if CustClass or BookClass is entered for the Companion Type field (position 2)

Enter the companion class ID for the companion product rule. This field is validated. For information on companion classes, see Companion Class Maintenance.

G

7

Companion Name ID

12

Character

Yes

Enter a valid companion name ID for the companion product rule. For information on companion name IDs, see Companion Name Maintenance.

H

8

Start Date

10

99/99/9999

Yes

Enter the first date in a range of effective dates for the companion product rule.

I

9

End Date

10

99/99/9999

Yes

Enter the last date in a range of effective dates for the companion product rule

J

10

Quantity

10

>>>,>>9.99

Yes

Enter the quantity to use as a basis for calculating companion quantities based on the product quantity ordered.

K

11

Unit of Measure

8

Character

No

If CustProd or BookProd is entered for the Companion Type field (position 2), enter a valid unit of measure for the originating product code. For information on units of measure, see Unit of Measure Maintenance.

If CustClass or BookClass is entered for the Companion Type field (position 2), enter one of the following units of measure:

• Default Selling

• Base UM

• Default Display

• Default Packaging

• Default Purchasing

• Default Receipt

If this field is blank, it defaults to Default Selling.

L

12

Quantity Based on

8

Character

No

Enter one of the following values:

• Minimum - The companion product is ordered once when the minimum quantity entered in the Quantity field (position 10) is ordered.

• Multiple - The companion product is ordered for every multiple of the quantity entered in the Quantity field (position 10) that is ordered.

If this field is blank, it defaults to Minimum.

M

13

Action during Order Entry

9

Character

No

Enter one of the following values:

• Automatic - When a product that is defined to have a companion product is entered anywhere in an order (order pad, etc), automatically add the companion product as well.

• Prompt - When a product that is defined to have a companion product is entered anywhere in an order (order pad, etc.), ask the user whether the companion product should be added as well.

If this field is blank, it defaults to Prompt.

N

14

Shipping Rules

11

Character

No

Enter one of the following values:

• Complete - The product quantity and companion product's quantities must ship complete (the remainder of line items on an order can ship by themselves).

• Proportion - Product quantities can only be shipped with a proportionate amount of the companion product’s quantities.

• Limit - Product quantities can be shipped in advance of companion product quantities, but not vice versa.

• Independent - Product quantities can ship independent of companion product quantities.

If this field is blank, it defaults to Complete.

O

15

Maximum Number of Uses

14

Integer

No

Enter the maximum number of uses for the companion product (if applicable). If this field is blank, no maximum number of uses is set up for the companion product.

EXAMPLE You only want to give away a free product once for a companion product combination. To set this up, enter 1 for this field.

P

16

Mix and Match

3

Yes/No

No

Enter Yes if companion quantities can be met by the total of ordered products in a companion class, or No if companion quantities must be met by a single ordered product in a companion class.

EXAMPLE Product A and Product B are in companion class X. If 10 units are sold, Product C is free. If Yes is entered for this field, customers can order 6 units of Product A and 4 units of Product B to get Product C for free. If No is entered for this field, customers must order 10 units of either Product A or 10 units of Product B to get Product C for free.

This field defaults to No, and is only used if CustClass or BookClass is entered for the Companion Type field (position 2).

A

1

Record Type

1

Character

Yes

You must enter T to specify a trailer record. A trailer is related to the header record just before it in the import file.

B

2

Companion Product Code

40

Character

Yes

Enter the product code of the companion product. This field is validated. For information on product codes, see Product Maintenance.

C

3

Quantity

10

>>>,>>9.99

Yes

Enter the companion product quantity.

D

4

Unit of Measure

8

Character

No

Enter the unit of measure for the companion product. This field is validated. For information on units of measure, see Unit of Measure Maintenance. If this is blank, it defaults to the default selling unit of measure of the product.

E

5

Pricing Option

8

Character

No

Enter one of the following values:

• Free - The customer is not charged for the companion product. The cost of the companion product still flows through.

• Regular - Determine the price as if it was entered as an independent product.

• Special - Use the price entered in the Special Price field, based on the unit of measure entered in the Special Price U/M field.

If this field is blank, it defaults to Free.

F

6

Special Price

12

>,>>>,>>9.99

Yes, only if Special is entered for the Pricing Option field (position 5)

Enter a special price for the companion product.

G

7

Special Price Unit of Measure

8

Character

Yes, only if Special is entered for the Pricing Option field (position 5)

Enter the unit of measure for calculating the special price of the companion product. This field is validated. For information on units of measure, see Unit of Measure Maintenance.

H

8

This field is not used. Leave this field blank.

I

9

This field is not used. Leave this field blank.

J

10

Additional Charge/Credit Type

12

Character

No

Enter an additional charge/credit type for the companion product. This field is validated. For information on additional charge codes, see Order Entry Additional Charge Maintenance.

K

11

Charge Amount

12

>,>>>,>>9.99

Yes, only if an additional charge code is entered for the Additional Charge/Credit Type field (position 10)

Enter an additional charge amount for the companion product.

L

12

Free Goods Billback Percentage

6

>>9.99

No

Enter a percentage of the cost that can be billed back to the supplier if the companion product is added to an order. This field is only used if Free is entered for the Pricing Option field (position 5).