Setting up new product defaults for Product Import

Use PI New Product Default Setup to establish how 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.

Select Product Import > Setup > New Product Default.
From the toolbar, click New.
Specify this information:

Import Type

Required. Specify an import type to define new product defaults for. This must be a valid import type set up in PI Import Definition Setup.

Line Code

Specify the line code to define new product defaults for the vendor's product line. Leave this field blank if you do not import the product line, if one is not provided in the import record, or to set this PI New Product Default Setup record up for all import records that do not have a matching line code. This line code may not be the same as in Product Lines Setup. It should match the data in the import file that is mapped in PI Import Definition Setup as the Line field. Note that in a Trade Service import, the information in this field can also be used for the product category when creating new records if the T/S Comm Code field is set to Yes and the line code is between 1-4 characters, the required length of a product category.

Product Line

Required. Specify the product line for these products. A product line must be designated for every new product record that is created in Product Warehouse Product Setup. The product line is used to group similar products together for each vendor. The product line must be a valid record set up in Product Lines Setup. This is loaded in the Product Line field in the Product Warehouse Product Setup record that is created during the update process, if you select the Create Whse option.

Product Category

Required. Specify the product category for the products in this import file. The category is loaded in the Category field in Product Setup if a new product record is created.

Vendor

Required. Specify the Vendor Setup Vendor# from whom you usually order the products in this import file.

Vendor Code

New product defaults can be defined differently for each vendor. Specify the vendor code from the import file. Do not use the Vendor Setup Vendor #. This code must match the data in the import file that is mapped in PI Import Definition Setup as the Vendor field. You have the option of creating PI New Product Default Setup records with a blank vendor code.
Click Save.
On the General-Defaults view, complete the required fields and other fields appropriate for your import type.
In the Special Characters-Search and Replace view, remove, replace, or alter occurrences of text strings found in the product number, product descriptions, or both. If a prefix or suffix is being added to the product numbers, it is done after special characters have been manipulated. As with the information set up in the New Product Default Required section, the information set up here should not be changed after you begin importing files.
Click Save.