NOTE For general information on using imports, see Imports FAQ.
The following tables list the format for importing a header or trailer record in Companion Product Import.
Column |
Position |
Field |
Maximum Length |
Format |
Required |
Description |
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:
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:
If this field is blank, it defaults to Default Selling. |
L |
12 |
Quantity Based on |
8 |
Character |
No |
Enter one of the following values:
If this field is blank, it defaults to Minimum. |
M |
13 |
Action during Order Entry |
9 |
Character |
No |
Enter one of the following values:
If this field is blank, it defaults to Prompt. |
N |
14 |
Shipping Rules |
11 |
Character |
No |
Enter one of the following values:
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). |
Column |
Position |
Field |
Maximum Length |
Value |
Required |
Description |
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:
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). |
Before using this import, the following must be set up:
customers or companion books
products or companion classes
companion names