PI Edit Product Update Entry overview

Product Import > Entry > Edit Product Update

Function acronym: PIEE

Use this function to edit and update product import data, to prepare the data for updating to the Product entity files. This update function modifies product records, such as Product Setup, and should be run only by authorized operators.

Note:  Before any files can be imported, setups must be completed.

See Setting up Product Import.

When a file is imported in PI Administrator Import File, the import definitions and record default values set up in PI Import Definition Setup, PI Price Cost Multiplier Setup, and PI New Product Default Setup are applied to the file. An edit file is created on your system. This edit file (PI Entry Edit File) can be displayed and modified in PI Entry Edit Product Update File. This can occur before any Product entity records being updated or created in your database.

Operators must have their security set appropriately to change the records in the edit file. Their security level must be at least a level 3 (change) in SA Operator Setup. It must be level 5 to delete line items. To have prices displayed, in Entry Options-OE/PO Entry Options, in the Price/Discount Info field, select Allow Entry or Allow Viewing Only. To have costs displayed, in Controls-Cost, in the Allow User to View Costs field, select Yes.

Any changes you make in PI Entry Edit Product Update File are implemented when you run PI Entry Update Products. Those changes are reflected later in PI Entry Edit Product Update File. Those lines that were made inactive [were updated or deleted] are no longer displayed in PI Entry Edit Product Update File. When all line items are inactive, the file is no longer active and cannot be edited in PI Entry Edit Product Update File.

Note that active update files are those files with one or more records with a status of Hold or Update. In addition, active update files have not been updated in PI Entry Update Products. Inactive file records have all been updated, deleted, or ignored.

Search criteria

You can search for one/more import products using the Import Type or Update #Update #, only open records for the selected Import Type are listed. Unselect . If you use the lookup button on the Open Only to view all import products. Products' status, either Open or not open, are noted in the Update Number Lookup grid.

You can also expand the Additional Selection Criteria section to further filter your search. Specify the criteria you want and click Search. All update products that meet those criteria is listed in the grid. Be aware that the more criteria you specify, the more records are excluded.

In the Search function, you must select one of more of these options: Errors, Hold, Delete, Update, Ignore, New Products. Otherwise, this error is displayed: All Fields Cannot be "No" (2207).

Working in the grid

From the grid, there are various methods to use PI Entry Edit Product Update File. Using the toolbar, you can:

  • Click Create. The . If you use the lookupFull Product window is displayed. Specify values for the fields and click OK.
  • Select a product from the grid, and click Delete.
  • Select a product from the grid, and click Error and Hold Codes. The Error and Hold Codes window is displayed a list of error/hold codes.
  • Click Update Status Code. The Update Status Code window is displayed. You can edit the Status Code and several related fields.

In the grid, select a product and drill down to display the Full Product window, where you can edit various fields.

In the grid, several of the fields are editable. For example, use the drop-down list to modify the Status Code. Or, click in the Product Category field to activate the lookup feature. Click in the New Base field and modify the base price.