Order Pad Import Format

NOTE For general information on using imports, see Imports FAQ.

The following tables list the format for importing order pad method and product records in Order Pad Import.

Order Pad Method Record

Column

Position

Field

Maximum Length

Format

Required

Description

A

1

Type

3

Character

Yes

Enter MTH to specify the record is an order pad method record.

B

2

Order Pad Method

15

Character

Yes

Enter the order pad method name of an order pad method you want to update or of the new order pad method you want to create.

C

3

Customer Code/Price Book ID

12

Character

Yes, only if the data type for the order pad method entered for the Order Pad Method field is Customer or Price Book

If the data type for the order pad method is Customer, enter a valid customer code.

If the data type for the order pad method is Price Book, enter a valid price book ID.

If the data type for the order pad method is All, leave this field blank.

D

4

Data Type

10

Character

No

If the record is for a new order pad method, enter one of the following to determine the customer(s) that can use the order pad method:

  • Customer - Only appears for specific customers.

  • Price Book - Only appears for specific price book groups of customers.

  • All - Available for all customers.

E

5

Description

60

Character

No

If the record is for a new order pad method, enter a description of the order pad method.

F

6

Active

3

Yes/No

No

If the record is for a new order pad method, enter Yes if you want to make the order pad active in Order Entry.

G

7

Default

3

Yes/No

No

If the record is for a new order pad method, enter Yes if you want to make the order pad method the default order pad in Order Entry.

H

8

Display on Internet

3

Yes/No

No

If the record is for a new order pad method, enter Yes if you want to allow the order pad to display on customer portals.

I

9

Resequence by

3

Integer

No

If you are updating an existing order pad, enter a number by which to resequence products. Typically, this is 10.

Product Record

Column

Position

Field

Maximum Length

Format

Required

Description

A

1

Type

3

Character

Yes

Enter ITM to specify the record is a product record.

B

2

Product Code

40

Character

Yes

Enter a valid product code.

C

3

Unit of Measure

8

Character

No

Enter the unit of measure for the product. If this field is blank, the unit of measure defaults to the default selling unit of measure for the product.

Prerequisites

Before using this import, the following must be set up:

Import Format Notes