Menu Path: System Administration Imports Orders Order Pad Import
Import order pad data from an external file.
Use Order Pad Import to import order pad and order pad method data instead of manually entering it in Order Pad Maintenance and Order Pad Method Maintenance.
Note The import allows you to create a new order pad method or update an existing method that was previously set up in Order Pad Maintenance.
There are three different modes that can be used for this import:
Delete Existing Products from Method and Replace - Delete all existing products in the method, then add the products in the import file.
Note You can delete all products from an existing order pad by importing the order pad method without any products.
Add New and Replace Existing Products - Delete all existing products in the method (typically for a unit of measure change), then add the products in the import file.
Add New and Skip Existing Products - Skip over any products that already exist that you are trying to import, and only add the products that do not exist.
Note In both Add New options, the newly added products will be sequenced at the end in the order of the import. You may need to manually re-sequence them if you want them intermingled with the existing products on the order pad.
For import format information, see Order Pad Import Format.
To import order pad data:
Select whether you want to validate and import valid data from a file, validate and import all data from a file if it is all valid, or only validate data in a file.
Select a mode for the import.
Enter or select the order pad import file.
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.
Button |
Description |
Exit |
Click this button to close the Order Pad Import window. |
Import |
Click this button to start the import process. This button is only available if you select the Import Valid Data (Skip Errors) or 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. |
Import Override Maintenance |
Click this button to display Import Override Maintenance, which allows you to set the default processing and file type options for the import window. |
Field or Button |
Description |
Select one of the following processing options:
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Select one of the following import modes:
Note All products from an order pad can be deleted by importing the order pad method without any products.
Note For both Add New options, the newly added products will be sequenced at the end in the order of the import. You may need to manually re-sequence the products if you want the products intermingled with the existing products on the order pad. |
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Enter the folder path and file name containing the data to be imported, or click the Lookup button to navigate to the file. |
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This field displays the current status of the import in progress. |
Field or Button |
Description |
Select one of the following output options:
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Output File Type |
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Specify File Name |
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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 |
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Excel Format Name |
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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 |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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