EDI Inventory Inquiry/Advice Import

Menu Path: None

To use EDI Inventory Inquiry/Advice Import, click the Import button in the ribbon in EDI Inventory Inquiry/Advice Management.

Note The Import button is only available after you click the Update button in the ribbon.

Purpose

Import EDI inventory inquiry/advice product and inventory data.

Overview

Use EDI Inventory Inquiry/Advice Import to import products and the EDI inventory inquiry/advice settings for the products instead of manually entering the data in EDI Inventory Inquiry/Advice Management.

When you import, the following processing occurs:

The software calculates an inventory advice output quantity if the minimum available inventory quantity is greater than 0. If the current quantity available is less than the minimum available inventory quantity, the inventory advice output quantity is set to 0. If the current quantity available is greater than the minimum available inventory quantity, the inventory advice output quantity is calculated as the larger of the following values:

- minimum output quantity
- customer forecast percentage quantity (based on the percent of monthly customer forecast and the customer forecast quantity)
The software calculates the customer forecast quantity, current quantity available, MTD units sold, YTD units sold, promise date, and expected quantities.

Note The inventory advice output quantity is not calculated for products if No is entered for a product for the Ignore Recalculation field in the import file. However, the customer forecast quantity, current quantity available, MTD units sold, YTD units sold, promise date, and expected quantities are recalculated.

For import format information, see EDI Inventory Inquiry/Advice Import Format.

Importing EDI Inventory Inquiry/Advice Data

To import EDI inventory inquiry/advice data:

Select whether you want to validate and import a file, or only validate a file.
Enter or select the EDI inventory inquiry/advice import file.
If you want to overwrite data for products specified in the import file that already exist for the trading partner, select the Overwrite existing values check box.
Click the Print Options tab, and select output options for the import report.
Click the Import or Validate button in the ribbon to start the import and/or validation process. The Importing dialog box appears. The Import Status field displays the status of the import, including any error messages.

If the import file format is not correct, the import is not completed.

You can import from the following file types:

Excel (.xls, .xlsx, .xlsm, or .xlsb)

Note If you import from an Excel workbook that contains multiple worksheets, data is only imported from the first worksheet in the workbook.

comma-separated list (.csv)
text (.txt)
data (.dat)

Note To import a .csv file, enter your data in Excel, and then save the worksheet as a .csv file. Each field in a .txt or .dat file must be separated by a caret (^) character. There should be no spaces between each field in a .csv, .txt, or .dat file.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the EDI Inventory Inquiry/Advice Import window.
Import	Click this button to start the import process. This button is only available if you select the Import if all Data is Valid radio button.
Validate	Click this button to start the validation process. This button is only available if you select the Validate Only radio button.

Main Tab Fields and Buttons

Field or Button	Description
Processing Options	Select one of the following processing options: Import if all Data is Valid - Verify the format of the data, and, if correct, load the data into the database. Validate Only - Verify the format of the data only.
Import File	Enter the path and file name containing the data to be imported, or click the Lookup button to navigate to and select the file.
Overwrite existing values	Select this check box to overwrite data for products specified in the import file that already exist for the trading partner. This check box is cleared by default.
Import Status	This field displays the current status of the import in progress.

Print Options Tab Fields and Buttons

Field or Button	Description
Output Option	Select one of the following output options: Screen - Output to a PDF so you can immediately view the report. File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the output file name and location in the Output File Name or output folder in the Output Directory field. Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field. Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a PDF file. Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information.
Output File Type	Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.
Specify File Name	Select this check box to specify the file name of the output report. This check box is only available if you select the File radio button.
Output Directory	Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared.
Output File Name	Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. The file extension of the file name should match the selected output file type. This field is only available if you select the Specify File Name check box.
Excel Format Name	Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.
Format Maintenance	Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button.
Save As Type	Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.
Include header	Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.
Delimiter	Enter a comma (,), caret (^), or vertical bar (\|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.
Enclosing Character	If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.
Printer	Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.
Process	These radio buttons are disabled in this window.
Task Occurs	These radio buttons are disabled in this window.
Time	These fields and radio buttons are disabled in this window.
Date	This field is disabled in this window.
Task Description	This field is disabled in this window.
Scheduling Assistant Queue	This field is disabled in this window.
External Email	This check box is disabled in this window.
Screen Alert	This check box is disabled in this window.
Internal Email	This check box is disabled in this window.
Report Files	This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns: Print - Select the check box in this column to output the report file. Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button. Report Description - This column displays the description of each report file. Report Filename - This column displays the .rpt file name for each report file. Report Name - This column displays the name of each report file.