NOTE For general information on using imports, see Imports FAQ.
The following table lists the format for importing a record in Royalty Rate Import.
|
Column |
Position |
Field |
Maximum Length |
Format |
Required |
Description |
|
A |
1 |
Royalty Calculation Basis |
16 |
Character |
Yes |
Enter one of the following to calculate royalties for the royalty rate based on customer invoices or supplier receipts:
|
|
B |
2 |
Royalty Deal ID |
12 |
Character |
Yes |
Enter a valid royalty deal for the royalty rate. For information on setting up royalty deal ID's, see Royalty Deal Maintenance. |
|
C |
3 |
Product Code |
40 |
Character |
Yes, only if the Royalty Class field (position 4) is blank, or Fixed Amount is entered for the Rate Type field (position 18) |
Enter a valid product code for the royalty deal. If you enter a product code, leave the Royalty Class field (position 4) blank. |
|
D |
4 |
Royalty Class |
12 |
Character |
Yes, only if the Product Code field (position 3) is blank |
Enter a valid royalty class for the royalty deal. If you enter a royalty class, leave the Product Code field (position 3) blank. |
|
E |
5 |
All Customers |
3 |
Yes/No |
No |
Enter Yes if the royalty rate is for all customers, or enter No if the royalty rate is not for all customers. If you enter Customer Invoice for the Royalty Calculation Basis field (position 1), and this field is blank, it defaults to Yes. |
|
F |
6 |
Customer Code |
12 |
Character |
Yes, only if No is entered for the All Customers field (position 5) and the Royalty Book field (position 9) is blank |
If the royalty rate is for a specific customer, enter a valid customer code for the royalty rate. This field is only used if you enter Customer Invoice for the Royalty Calculation Basis field (position 1). |
|
G |
7 |
All Suppliers |
3 |
Yes/No |
No |
Enter Yes if the royalty rate is for all suppliers, or enter No if the royalty rate is not for all suppliers. If you enter Supplier Receipt for the Royalty Calculation Basis field (position 1), and this field is blank, it defaults to Yes. |
|
H |
8 |
Supplier Code |
15 |
Character |
Yes, only if No is entered for the All Suppliers field (position 7) and the Royalty Book field (position 9) is blank |
If the royalty rate is for a specific supplier, enter a valid customer code for the royalty rate. This field is only used if you enter Supplier Receipt for the Royalty Calculation Basis field (position 1). |
|
I |
9 |
Royalty Book |
12 |
Character |
Yes, only if No is entered for the All Customers field (position 5) and the All Suppliers field (position 7), and the Customer Code field (position 6) and Supplier Code field (position 8) are blank |
Enter a valid royalty book for the royalty rate. |
|
J |
10 |
Royalty Supplier Code |
15 |
Character |
Yes |
Enter a valid supplier code for the supplier that will receive the royalty. Note If there is more than one supplier receiving a royalty for a specific product or royalty class, then set up multiple records to accommodate each supplier. Example The NFL receives a 1% royalty and the Players Association receives a 0.5% royalty for all football hats (all football hat products have the same royalty class). One record would be set up for each of these royalty suppliers. |
|
K |
11 |
All Regions |
3 |
Yes/No |
No |
Enter Yes if the royalty rate is for all royalty regions, or enter No if the royalty rate is not for all royalty regions. If this field is blank, it defaults to Yes. |
|
L |
12 |
From Royalty Region |
12 |
Character |
Yes, only if No is entered for the All Regions field (position 11) |
Enter a valid royalty region from which the order or purchase order ships for the royalty rate. For information on setting up royalty regions, see Royalty Region Maintenance. |
|
M |
13 |
To Royalty Region |
12 |
Character |
Yes, only if No is entered for the All Regions field (position 11) |
Enter a valid royalty region to which the order or purchase order ships for the royalty rate. For information on setting up royalty regions, see Royalty Region Maintenance. |
|
N |
14 |
All Order Classes |
3 |
Yes/No |
No |
Enter Yes if the royalty rate is for all order classes, or enter No if the royalty rate is not for all order classes. If this field is blank, it defaults to Yes. |
|
O |
15 |
Order Class |
12 |
Character |
Yes, only if No is entered for the All Order Classes field (position 14) |
Enter a valid order class for the royalty rate. |
|
P |
16 |
Start Date |
10 |
99/99/9999 |
Yes |
Enter the first date in a range of dates for the royalty rate. Note The invoice date for invoices and credit memos is used for this date range. |
|
Q |
17 |
End Date |
10 |
99/99/9999 |
Yes |
Enter the last date in a range of dates for the royalty rate. Note The invoice date for invoices and credit memos is used for this date range. |
|
R |
18 |
Rate Type |
24 |
Character |
Yes |
Enter one of the following rate types.
|
|
S |
19 |
Royalty Type |
11 |
Character |
Yes |
Enter one of the following royalty types:
|
|
T |
20 |
Percent Basis |
13 |
Character |
Yes, only if Supplier Receipt is entered for the Royalty Calculation Basis field (position 1) and Percent is entered for the Rate Type field (position 18) |
If Percent is entered for the Rate Type field, enter one of the following to indicate the percent cost basis:
|
|
U |
21 |
Master |
3 |
Yes/No |
No |
Enter Yes to mark the royalty rate as a master royalty rate. This designation is only used for the Royalty Report. When you set up the report, you can select to only report on master royalty rates. Use master royalty rates for products for which royalties are paid to several suppliers. This allows you to only report on sales associated with the master royalty rate, so that sales amounts associated with royalties can be reconciled with overall sales amounts. When reporting on master royalty rates, royalty sales are reported only once instead of multiple times. Enter No if the royalty rate is not a master royalty rate. If this field is blank, it defaults to No. |
|
V |
22 |
Use Highest Royalty Amount |
3 |
Yes/No |
No |
Enter Yes if when comparing a percent of sales and fixed amount to use the higher of the two for the royalty calculation. Enter No to use the lower of the two. If you enter Multiple Rate Comparison for the Rate Type field (position 18), this defaults to Yes. |
|
W |
23 |
Minimum Royalty Per Item |
12 |
>,>>>,>>9.99 |
No |
If there is a minimum amount per product, then enter the amount. Example The NFL receives a 1% royalty subject to a $0.50 minimum per football jersey. If a football jersey sells for $25.00, then the 1% royalty amount of $0.25 is overridden by the $0.50 minimum. |
|
X |
24 |
Total Royalty Break 1 |
12 |
>,>>>,>>9.99 |
No |
Leave this field blank. |
|
Y |
25 |
Percent of Sales/Profit 1 |
12 |
>,>>>,>>9.99 |
Yes, only if Percent of Sales, Percent of Profit, or Multiple Rate Comparison is entered for the Rate Type field (position 18) |
Enter the percentage for the royalty rate for the first break. This field is only used if you enter Customer Invoice for the Royalty Calculation Basis field (position 1). |
|
Z |
26 |
Amount 1 |
12 |
>,>>>,>>9.99 |
Yes, only if Fixed Amount or Multiple Rate Comparison is entered for the Rate Type field (position 18) |
Enter the amount for the royalty rate for the first break. This field is only used if you enter Customer Invoice for the Royalty Calculation Basis field (position 1). |
|
AA |
27 |
Unit of Measure or Unit of Measure Type |
12 |
>,>>>,>>9.99 |
Yes, only if Fixed Amount or Multiple Rate Comparison is entered for the Rate Type field (position 18) |
For a product royalty rate, enter the unit of measure for the royalty rate for up to five breaks. For a royalty class royalty rate for which Multiple Rate Comparison is entered for the Rate Type field (position 18), enter one of the following units of measure for up to five breaks:
This field is only used if you enter Customer Invoice for the Royalty Calculation Basis field (position 1). |
|
AB |
28 |
Total Royalty Break 2 |
12 |
>,>>>,>>9.99 |
No |
Enter the total monetary amount of royalties that must be reached during the date range of the royalty rate for the second break. This field is only used if you enter Customer Invoice for the Royalty Calculation Basis field (position 1). |
|
AC |
29 |
Percent of Sales/Profit 2 |
12 |
>,>>>,>>9.99 |
No |
Enter the percentage for the royalty rate for the second break. This field is only used if you enter Customer Invoice for the Royalty Calculation Basis field (position 1). |
|
AD |
30 |
Amount 2 |
12 |
>,>>>,>>9.99 |
No |
Enter the amount for the royalty rate for the second break. This field is only used if you enter Customer Invoice for the Royalty Calculation Basis field (position 1). |
|
AE |
31 |
Total Royalty Break 3 |
12 |
>,>>>,>>9.99 |
No |
Enter the total monetary amount of royalties that must be reached during the date range of the royalty rate for the third break. This field is only used if you enter Customer Invoice for the Royalty Calculation Basis field (position 1). |
|
AF |
32 |
Percent of Sales/Profit 3 |
12 |
>,>>>,>>9.99 |
No |
Enter the percentage for the royalty rate for the third break. This field is only used if you enter Customer Invoice for the Royalty Calculation Basis field (position 1). |
|
AG |
33 |
Amount 3 |
12 |
>,>>>,>>9.99 |
No |
Enter the amount for the royalty rate for the third break. This field is only used if you enter Customer Invoice for the Royalty Calculation Basis field (position 1). |
|
AH |
34 |
Total Royalty Break 4 |
12 |
>,>>>,>>9.99 |
No |
Enter the total monetary amount of royalties that must be reached during the date range of the royalty rate for the fourth break. This field is only used if you enter Customer Invoice for the Royalty Calculation Basis field (position 1). |
|
AI |
35 |
Percent of Sales/Profit 4 |
12 |
>,>>>,>>9.99 |
No |
Enter the percentage for the royalty rate for the fourth break. This field is only used if you enter Customer Invoice for the Royalty Calculation Basis field (position 1). |
|
AJ |
36 |
Amount 4 |
12 |
>,>>>,>>9.99 |
No |
Enter the amount for the royalty rate for the fourth break. This field is only used if you enter Customer Invoice for the Royalty Calculation Basis field (position 1). |
|
AK |
37 |
Total Royalty Break 5 |
12 |
>,>>>,>>9.99 |
No |
Enter the total monetary amount of royalties that must be reached during the date range of the royalty rate for the fifth break. This field is only used if you enter Customer Invoice for the Royalty Calculation Basis field (position 1). |
|
AL |
38 |
Percent of Sales/Profit 5 |
12 |
>,>>>,>>9.99 |
No |
Enter the percentage for the royalty rate for the fifth break. This field is only used if you enter Customer Invoice for the Royalty Calculation Basis field (position 1). |
|
AM |
39 |
Amount 5 |
12 |
>,>>>,>>9.99 |
No |
Enter the amount for the royalty rate for the fifth break. This field is only used if you enter Customer Invoice for the Royalty Calculation Basis field (position 1). |
|
AN |
40 |
Percent/Amount |
12 |
>,>>>,>>9.99 |
Yes, only if Supplier Receipt is entered for the Royalty Calculation Basis field (position 1) |
Enter the percentage or amount for the royalty rate. This field is only used if you enter Supplier Receipt for the Royalty Calculation Basis field (position 1). |
|
AO |
41 |
Unit of Measure |
8 |
Character |
Yes, only if Supplier Receipt is entered for the Royalty Calculation Basis field (position 1) and Fixed Amount is entered for the Rate Type field (position 18) |
Enter the unit of measure for the royalty rate. This field is only used if you enter Supplier Receipt for the Royalty Calculation Basis field (position 1). |
|
AP |
42 |
Royalty Impact Allowance Type Group Code |
|
Character |
No |
Enter customer allowance type group codes that include customer allowance types that impact royalties for the royalty rate. Separate each group code with a | character. EXAMPLE ABC|BBC|CBC This field is only used if you enter Customer Invoice for the Royalty Calculation Basis field (position 1). |
Before using this import, the following must be set up:
royalty deals
product codes or royalty classes
suppliers