Version: 8.5 and Above

This feature allows the user to import records for the Customer Order Processing Product Category Location Account file. A new Import menu option has been added.

After choosing the Import option, a new screen is shown with a Pre-Interface, Interface, and Layout option. The Layout option shows the required layout for the CSV file used in the import process.

(Column A): Product Category (Required)          
(Column B): Location (Required)                  
(Column C): Sales Acct No. (Required)            
(Column D): Cost Of Goods Sold Acct No. (Required)

Note: If Profit Center Usage in COP Setup is set to "O," only the main account number for the sales and cost of goods sold account should be provided.

1. Import CSV File Path & Name - Enter the full path and file name of the CSV file to be processed. The application will remember the last file name entered.  

2. CSV File Contains Header Row ?  - If the CSV file contains a header row, enter Y. Otherwise, enter N. The application will remember the last entry.

Possible errors conditions:

Product Cat Size Exceeds Maximum Length of 3

Product Cat Not Found

Location No Must Be Entered

Location Size Exceeds Maximum Length of 2

Location Not Found

Record Already Exists, Cannot Be Added

Sales Account Not On File

COGS Account Not On File

Posting COGS Not Supported. Field Must Be Blank

The Pre-Interface and the Interface Journals will print the data from the CSV file and any pertinent error messages. Here is an example of the Interface Journal with main accounts.

  Here is an example of the Interface Journal with full accounts.