NOTE For general information on using imports, see Imports FAQ.
The following table lists the format for importing a record in Sales History Import.
|
Column |
Position |
Field |
Maximum Length |
Format |
Required |
Description |
|
A |
1 |
Type of Record |
6 |
Character |
Yes |
Enter Month or Period as the type of record. |
|
B |
2 |
Year |
4 |
9999 |
Yes |
If Month is entered for the Type of Record field, enter the calendar year. Otherwise, enter the fiscal year. You must enter four digits for the year, and the year must be a valid and open general ledger year. |
|
C |
3 |
Period/Month |
2 |
99 |
Yes |
If Month is entered for the Type of Record field, enter the calendar month (01-12 are valid entries). Otherwise, enter the fiscal period (01-13 are valid entries). You must enter two digits for the period or month, and the period must be a valid and open period or month. |
|
D |
4 |
Sales History Day |
2 |
99 |
Yes |
Enter the sales history day. This allows you to import daily sales history if necessary. If Month is entered for the Type of Record field, enter the end of month day. Otherwise, enter the end of period day. |
|
E |
5 |
Customer Code |
12 |
Character |
Yes, only if the Product Code field is blank |
Enter a valid customer code. If this field is left blank, data is not stored in the customer and customer/product history tables, and the record is a product sales history record. For information on setting up customer codes, see Customer Maintenance. |
|
F |
6 |
Product Code |
40 |
Character |
Yes, only if the Customer Code field is blank |
Enter a valid product code. If this field is left blank, data is not stored in the product and customer/product history tables, and the record is a customer history record. For information on setting up product codes, see Product Maintenance. |
|
G |
7 |
Shipping Location Prefix |
3 |
Character |
Yes |
Enter a valid shipping location prefix. For information on setting up location prefixes, see Location Maintenance. |
|
H |
8 |
Sales Location Prefix |
3 |
Character |
Yes |
Enter a valid sales location prefix. For information on setting up location prefixes, see Location Maintenance. |
|
I |
9 |
Units Shipped |
16 |
->>>>>>>>>>>9.99 |
No |
Enter the number of units shipped. You can enter a negative value if units were returned. |
|
J |
10 |
Amount Shipped |
16 |
->>>>>>>>>>>9.99 |
No |
Enter the monetary amount shipped. You can enter a negative value if units were returned. |
|
K |
11 |
Accounting Cost |
14 |
->>>>>>>>9.999 |
No |
Enter the accounting cost. For accounts receivable invoices, this is the cost multiplied by the quantity. You can enter a negative value if units were returned. |
|
L |
12 |
Burden Cost |
14 |
->>>>>>>>9.999 |
No |
Enter the burden cost. You can enter a negative value if units were returned. |
|
M |
13 |
Commission Cost |
14 |
->>>>>>>>9.999 |
No |
Enter the commission cost. You can enter a negative value if units were returned. |
|
N |
14 |
Sales Cost |
14 |
->>>>>>>>9.999 |
No |
Enter the sales cost. You can enter a negative value if units were returned. |
|
O |
15 |
Units Transferred |
13 |
>>>>>>>>9.999 |
No |
Enter the quantity of units transferred. |
|
P |
16 |
Promotional Sales |
13 |
>>>>>>>>9.999 |
No |
Enter the monetary amount of the selected product sold from the selected location using promotional pricing. |
|
Q |
17 |
Promotional Units |
12 |
>>>>>>>>9.99 |
No |
Enter the quantity of the selected product sold from the selected location using promotional pricing. |
|
R |
18 |
Promotional Cost |
13 |
>>>>>>>>9.999 |
No |
Enter the cost of the selected product sold from the selected location using promotional pricing. |
Before using this import, the following must be set up:
general ledger years
shipping locations
sales locations
If you plan on using demand forecasting, you must import both month and period type records. The output to demand forecasting exports monthly history, while most reports use period history.
If both the product code and customer code are entered in an import record, the record is a customer product history record.
This import stores data in three tables: Customer Sales History, Product Sales History, and Customer Product Sales History. Units transferred is only stored in the Product Sales History table, on a per month, per period basis.
There must be a record of blank space(s) at the end of an import file.