NOTE For general information on using imports, see Imports FAQ.
The following tables list the format for importing a header or trailer record in Min-Max Buying Recommendations.
|
Column |
Position |
Field |
Maximum Length |
Format |
Required |
Description |
|
A |
1 |
Buying ID |
20 |
Character |
Yes |
Enter a valid buying ID. For information on setting up buying ID's, see Min-Max Buying Maintenance. |
|
B |
2 |
All Suppliers |
3 |
Yes/No |
No |
Enter Yes if you are importing lines for multiple suppliers. Each trailer line can then have a different supplier. Enter No if you are importing lines for a single supplier. If you enter No, enter the supplier code for the Supplier Code field. If this is blank, it defaults from the buying ID. |
|
C |
3 |
Supplier Code |
15 |
Character |
No |
If you enter No for the All Suppliers field, enter a valid supplier code for which you are importing buying lines. The supplier must be the primary supplier defined for the product/location. Leave this field blank if you enter Yes for the All Suppliers field. If this is blank, it defaults from the buying ID. |
|
D |
4 |
Location Prefix |
3 |
Character |
No |
Enter a valid location prefix for the location for which you are importing buying lines. If this is blank, it defaults from the buying ID. |
|
E |
5 |
Internal Buyer |
60 |
Character |
No |
Enter a valid user ID for the internal buyer defined in the product/location record(s). If this is blank, it defaults from the buying ID. |
|
F |
6 |
No Exceed Max Qty |
3 |
Yes/No |
No |
Specify whether to round down purchases to not exceed the maximum quantity. This usually applies when the recommended quantity cannot be purchased exactly because of purchase increment restrictions. This field defaults to No. |
|
G |
7 |
Build Method |
3 |
Character |
No |
Specify whether to buy all products for the supplier or only products with inventory quantities below the minimum. You must enter All or Min. If this is blank, it defaults from the buying ID. |
|
Column |
Position |
Field |
Maximum Length |
Format |
Required |
Description |
|
A |
1 |
Supplier Code |
15 |
Character |
Yes, only if Yes is entered for the All Suppliers field in the Header record (position 2) |
If Yes is entered for the All Suppliers field in the Header record, enter the primary supplier defined for the product/location record. Otherwise, the header supplier is always used, and this field is ignored. |
|
B |
2 |
Product Code |
40 |
Character |
Yes |
If your system is set up to use the product code element functionality, leave the code unformatted (no periods or hyphens). Otherwise, enter the code as you defined it (which may include hyphens or periods). |
|
C |
3 |
Qty. Recommend |
13 |
->>>,>>>,>>9.99 |
Yes |
Enter the recommended purchase quantity for the product. This field cannot be modified in Min-Max Buying Recommendations. |
|
D |
4 |
Qty. To Buy |
13 |
->>>,>>>,>>9.99 |
Yes |
Enter the quantity to buy when creating purchase orders. This field can be modified in Min-Max Buying Recommendations. |
|
E |
5 |
Add To This PO |
3 |
Yes/No |
Yes |
If you enter No for this field, this product will not be added to the purchase order after clicking the Create button in Min-Max Buying Recommendations. This option can be modified in Min-Max Buying Recommendations. |
Before using this import, the following must be set up:
min-max buying IDs
products
This import does not create purchase orders. The information from this import appears in Min-Max Buying Recommendations where you can click the Create button in the ribbon to create the purchase order.
This import is made up of one header and multiple trailers.
The header row (first row) of the import file can only appear once, and the trailer rows (all other rows) may be repeated with different products and/or suppliers for the purchase order. Only one buying ID can be imported at one time. The header options in the import file must match the existing header options (i.e., All Suppliers vs. a single supplier code).
The existing trailer items will not be replaced, unless an imported trailer item matches the existing trailer item and either of the following criteria are met:
A single suppler code is entered in the header, and the buying ID and product code are identical.
Yes is entered for the All Suppliers field in the header, and the buying ID, product code, and supplier code are identical.
The product in the trailer must exist as a Merchandise product type which is stocked and not discontinued at the location in the header.
All suppliers that are entered must already exist.
There must be a record of blank space(s) at the end of an import file.