NOTE For general information on using imports, see Imports FAQ.
The following table lists the format for importing a record in Sales Representative Import.
Column |
Position |
Field |
Maximum Length |
Format |
Required |
Description |
A |
1 |
Sales Representative ID |
12 |
Character |
Yes |
Enter a sales representative ID for the sales representative. |
B |
2 |
Commission Group |
12 |
Character |
No |
Enter a valid commission group if the sales representative is a member of one. For information on setting up commission groups, see Commission Group Maintenance. |
C |
3 |
Sales Team |
12 |
Character |
No |
Enter a valid sales team if the sales representative is a member of one. For information on setting up sales teams, see Sales Team Maintenance. |
D |
4 |
First Name |
20 |
Character |
Yes |
Enter the sales representative's first name. |
E |
5 |
Last Name |
25 |
Character |
Yes |
Enter the sales representative's last name. |
F |
6 |
Social Security Number |
9 |
Character |
No |
Enter the sales representative's social security number (without dashes). |
G |
7 |
Other ID |
12 |
Character |
No |
Enter an additional identification number for the sales representative. |
H |
8 |
Address Line 1 |
60 |
Character |
No |
Enter the first line of the sales representative's address. |
I |
9 |
Address Line 2 |
60 |
Character |
No |
Enter the second line of the sales representative's address. |
J |
10 |
City |
40 |
Character |
No |
Enter the city of the sales representative's address. |
K |
11 |
State/Province |
3 |
Character |
No |
Enter a valid state or province of the sales representative's address. For information on setting up states and provinces, see State and Province Maintenance. |
L |
12 |
Postal Code |
10 |
Character |
No |
Enter the postal code of the sales representative's address. The format of the postal code is set up for the country in Country Maintenance, and can optionally be set up to be validated. For more information on postal codes, see Postal Code Maintenance. |
M |
13 |
Country |
10 |
Character |
No |
Enter a valid country code for the sales representative's address. |
N |
14 |
Email Address |
60 |
Character |
No |
Enter the sales representative's email address. |
O |
15 |
Remarks |
160 |
Character |
No |
Enter any information about the sales representative. |
P |
16 |
Representative Type |
1 |
Character |
No |
Enter F (first or primary sales representative), S (secondary sales representative) or B (both - can be a primary or secondary sales representative). Note The type determines if this sales representative can be designated as first and/or second in Customer Maintenance and Order Entry. If this field is blank, it defaults to F. |
Q |
17 |
Phone Number |
16 |
Character |
No |
Enter the sales representative's phone number. The format of the telephone number is set up in Country Maintenance. |
R |
18 |
Fax Number |
16 |
Character |
No |
Enter the sales representative's fax number. The format of the telephone number is set up in Country Maintenance. |
S |
19 |
Cell Phone Number |
16 |
Character |
No |
Enter the sales representative's cell phone number. The format of the telephone number is set up in Country Maintenance. |
T |
20 |
User Defined 1 |
400 |
Character, Date, Decimal, Integer, or Logical |
No |
Enter the appropriate user-defined information for the sales representative. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance. |
U |
21 |
User Defined 2 |
400 |
Character, Date, Decimal, Integer, or Logical |
No |
Enter the appropriate user-defined information for the sales representative. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance. |
V |
22 |
User Defined 3 |
400 |
Character, Date, Decimal, Integer, or Logical |
No |
Enter the appropriate user-defined information for the sales representative. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance. |
W |
23 |
User Defined 4 |
400 |
Character, Date, Decimal, Integer, or Logical |
No |
Enter the appropriate user-defined information for the sales representative. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance. |
X |
24 |
User Defined 5 |
400 |
Character, Date, Decimal, Integer, or Logical |
No |
Enter the appropriate user-defined information for the sales representative. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance. |
Y |
25 |
User Defined 6 |
400 |
Character, Date, Decimal, Integer, or Logical |
No |
Enter the appropriate user-defined information for the sales representative. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance. |
Z |
26 |
User Defined 7 |
400 |
Character, Date, Decimal, Integer, or Logical |
No |
Enter the appropriate user-defined information for the sales representative. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance. |
AA |
27 |
User Defined 8 |
400 |
Character, Date, Decimal, Integer, or Logical |
No |
Enter the appropriate user-defined information for the sales representative. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance. |
AB |
28 |
User Defined 9 |
400 |
Character, Date, Decimal, Integer, or Logical |
No |
Enter the appropriate user-defined information for the sales representative. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance. |
AC |
29 |
User Defined 10 |
400 |
Character, Date, Decimal, Integer, or Logical |
No |
Enter the appropriate user-defined information for the sales representative. The labels, formats, and validations for this field are set up in User Defined Fields Maintenance. |
AD |
30 |
Manager |
12 |
Character |
No |
Enter a sales representative ID for the manager. |
The commission group, sales team, state/province, and country must be previously set up for validation purposes.
There must be a record of blank space(s) at the end of an import file.