Importing Item Purchase Costs from a Spreadsheet

In your spreadsheet, copy the rows that you want to import.
Open the Item Purchase Costs Import/Export utility.
Select Edit > Paste Rows Append. Edit the rows as necessary.
If a new item needs to be created, specify this information:
UM

Select the unit of measure to use for the item.

Product Code

Select the product code for the item. These codes are used to hold general ledger account information for use in posting expenses and revenue for service orders and service contracts.

Type
Select one of these types to describe the item:
- Material: Either purchased or converted by the manufacturing process into components and/or finished products. It is also possible to use Material to identify an end item. These materials are normally allocated and consumed in the manufacturing process. Material type costs are used to calculate the material costs.
- Fixture: Devices which support materials or tools during the machining process. Fixtures are normally not consumed by the manufacturing process.
- Tool: Used by a machine to perform an operation. Tools can be consumed in the manufacturing process, but they are often reusable.
- Other: Items that do not fall into any of the other categories. These items might be nothing more than descriptions of miscellaneous charges for a task. For example, Outside Services would fall into this category.
ABC Code

Select the ABC codes to include on the report.
The ABC code lets you rank items according to annual domestic currency usage. Items with high unit cost and low annual usage could be classified the same as items with low unit cost and high annual usage. A typical breakdown of the categories might reflect that 20% of the items would fall into the A classification (highest annual domestic currency usage), 30% into B, and 50% into C (lowest annual domestic currency usage).

Vendor

Select the vendor for the item.

Material Status
Select the material status code to apply to the item:
- Active items
- Obsolete items
- Slow-moving items
You are prevented from using obsolete items and warned about using slow-moving items for a future buy or to make transactions.
Begin Effect

Select the date when the item purchase cost takes effect. The current date is displayed by default.

Cost Method
Select one of these cost flow methods, used for tracking and posting cost ledger transactions for the item:
- Average
- LIFO
- FIFO
- Specific
- Standard
Include In Configuration

Select this check box to add the item to the unit configuration.

Create All Item Warehouse/Locations

Select this check box to create and add the imported item to all warehouses and locations that exist in the system.

Update Existing Items

Select this check box to update items already in the system based on the information contained in the spreadsheet being imported.

Copy Vendor to Manufacturer

Select this check box if you want to use the vendor number for the manufacturer on the item master.

Copy Item to Manufacturing Item #

Select this check box if you want to set the item manufacturing number during the import.
Click Process to complete the import and add the grid records to the system.

Note:

The Item Defaults section of the form is used when new items must be created. If the value is not defined on the rows being imported, then the system assigns defaults using the selections here. Everything else not assigned from this area defaults using the values on the Inventory Parameters form.
A quick way to format a spreadsheet to use for importing is to first perform an export. After the file is saved to a location on the network, access and modify the contents or use it as reference for setting up a spreadsheet for importing vendor price book information.