PI New Product Default Setup overview

Product Import > Setup > New Product Default

Function acronym: PISN

Use this page to set up new products that are contained in your import files.

Ensure you have defaults set up. By doing so, when new products are contained in your import files, the new products can be added to your database with minimal intervention. Defaults must also be defined for existing items for each vendor code or product line code. These defaults are defined in PI New Product Default Setup.

The defaults set up in this function control how the new Product Catalog Setup, Product Setup, or Product Warehouse Product Setup records are created or updated during the update process. These defaults can be set up for specific vendor codes or line codes, which are mapped in PI Import Definition Setup. One import type may require several PI New Product Default Setup records; one for each vendor code and line code included in the import file.

In Search, you can filter using Import Type, Vendor Code or Line Code. The results are listed in the grid. Expand a product to view update file data for that import type. Then, you can use these toolbar functions to manage information:

  • To create a new default, click New in the toolbar. Specify the new default in the form displayed.
  • To modify an existing default, select the import type from the grid and click Edit.
  • To delete a default, select the import type from the grid. Click Delete.

Drill down on a record. Then, use the fields and options to set up the default information used whenever records are created or updated in the Product entity during PI Entry Update Products. This default information determines the Authorized Replenishment Path (ARP) vendor[if record exists], the product line, category, and price type. It also determines the formatting of the product number, and what types of Product files are created.

These defaults are loaded into the new Product Lines Setup, Product Setup, or Product Warehouse Product Setup records, depending on the options set in this section during creation. If Product records already exist, these options are disregarded, and the records are updated if necessary.

We recommend that you do not change the new product default settings after updating import files. This is especially crucial when you are creating product numbers with a prefix or suffix, or special characters. The prefix and suffix fields and special characters are important for new product creation and product recognition. The prefix and suffixes that are defined here are used to link the import item to a current product or catalog record in the database. If these values are changed after files have been imported and the records created, that link no longer exists. Instead of updating current product records, the items are considered new products, or as a "Product Name Change" [supersede].

For example: ABC Electrical Supply provides product # 100, a prefix of "ABC". If a space is added to the product number, it is "ABC 100" in the database. The prefix is set up as: Product Prefix: ABC, Product Suffix: n.

If you remove the space between the prefix and the raw product number, the import process fails on the next import. For Product Prefix: ABC no, Product Suffix: no, an attempt is made to find "ABC100" in the database. It fails, because "ABC 100" is not considered to be a match for "ABC100". If you created auto pricing interchange records, the import procedure finds the product, "100". It is treated as an interchange record for "ABC 100," not "ABC100."