New Product Code Assignment Utility

Menu Path: System Administration $Images\bluerarw.gif$ Utilities $Images\bluerarw.gif$ New Product Code Assignment Utility

Purpose

Change the code of existing products.

Overview

Use New Product Code Assignment Utility to quickly change the product code for products. You cannot change the product code in Product Maintenance. You must use this utility to change product codes. This utility uses an import file to change the product codes.

Note Back up your database before using this utility. If you are changing a large number of product codes, the utility may require a significant amount of time to complete the update.

If the import file format is not correct, the import will not complete.

You can import from the following file types:

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

Changing Product Codes

To change the product code for products:

Create an import file, which has two columns for each product code you want to change: The old product code and the new product code. For example, if you want to change product code 101 to 100101 and product code 102 to 100102, and are using a .txt import file, the file should be as follows:

101^100101

102^100102

Select whether you want to validate and import the file, or only validate the file.
Enter the folder path and product change import file name in the Product Change File Name field.
Click the Print Options tab, and select output options for the import report.
Click the Import button in the ribbon to start the import and/or validation process. The Importing dialog box appears. The Current Status field displays the status of the import, including any error messages.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the New Product Code Assignment Utility window.
Import	Click this button to start the import process.

Main Tab Fields and Buttons

Field or Button	Description
Processing Options	Select one of the following processing options: Validate and Update - Check the format of the data, and, if correct, load the data into the database. Validate Only - Check the format of the data only.
Product Change File Name	Enter the path and file name containing the data to be imported, or click the Lookup button to navigate to the file.
Current 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 file type and either the output folder or file name. 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.