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.