Sales History Import Format

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.

Prerequisites

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

Import Format Notes