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Presales Import

Release Date: 3/1/24
Revised: 8/29/24
Version: 8.6 and Above

The Presales import will have similar functionality as the warehouse receiving CSV import.

 

1. Receipt File Name: CSV file name to be imported. Defaults to SH*.CSV. Press F1 to change import directory. Press F2 to reset the import directory to the default path defined in Presales Interface Global Setup. Press F7 to search for *.CSV files in the import directory.
2. Vessel Comment - Enter default vessel comment or default the information from the import file.            
3. Receiver - Enter the receiver/vendor number or default the information from the import file.
4. Inv/Doc# - Enter the invoice/document number or default the information from the import file.
5. Arrival Date - Enter the estimated arrival date or default the information from the import file.
6. Include Header - Enter Y if the CSV file has a header row.

The import supports the following fields:



(Column A): Vessel ID (Leave it Blank)
(Column B): Vessel Comment (Vendor# + ShippedDate + Tracking#) build if not provided
(Column C): Vessel Receiver/Vendor (Receiver/Vendor#)
(Column D): Vessel Inv/Doc No. (Inv/Doc No.)
(Column E): Vessel Shipped Date (Optional)
(Column F): Vessel Arrival Date (Optional)
(Column G): Trx PO Number (Required)
(Column H): Trx Line Number Optional
(Column I): Trx Item Number (Required)
(Column J): Trx Quantity               (Required)
(Column K): Trx Unit Cost             Optional - ignore
(Column L): Trx Comment           Optional - ignore
(Column M): Trx Receiver           Optional - ignore
(Column N): Trx Inv/Doc No       Optional - ignore
(Column O): Item Description     Optional - ignore
(Column P): Close PO Line Item Optional - ignore
(Column Q): Serial Number         (Required for Serialized Items)
(Column R): Box ID                           (UCC-128 Barcode)

Note the length for some of the fields are different between warehouse receiving CSV import:

Column

WH Receiving Import

Max Length

Presales Import

Max Length

C

Vessel Receiver

3

Vessel Vendor

6

D

Vessel Invoice/Doc No

8

Vessel BOL#

 

R

Box ID

8

UCC-128

30



The following are possible errors that can occur during the import process:

Invalid PO Number
Order Header Not On File
Blanket Order
Order Has Been Cancelled
Order Has Been Closed
Order Not Printed Yet
Vendor XXXXXX Does Not Support ASN
No Corresponding Presales Transfer Loc Defined
Inv/Doc Number Is Blank
Serial Lot Exceeds Maximum Length of 15
Serial or Lot Must be Entered for Serialized Item
Quantity Must be 1 for Serialized Item
Serial Lot XXXXXXXXXXXXXXX Already Exists in IMLSTRXS
Serial Lot XXXXXXXXXXXXXXX Already Exists in POPTXSER (Already Interfaced)
Serial Lot XXXXXXXXXXXXXXX Already Exists in POPPNSER (Already Interfaced) 
Item Number Cannot Be Blank
Invalid Item Number (UPC, GTIN, Mfg Item)
Item Number Not On File
Order Line Item Number Mismatch
Order Line Cancelled
Order Line Not Printed
Order Line Closed
Order Line Cancel Pending
Order Line Item Not Found
Quantity Required
Mixed Presales Locations Found
Receiving Reference Cannot Be Blank
Close Flag Must Be 'Y', 'N' Or Blank
Serial No. Less Than Minimum Length
Serial No. Contains Invalid Characters
Serial No. Length Does Not Match 1st
Box ID Already Imported For Order XXXXXX-99 Line 999 on Vessel XXXXX

An event is available if any error is encountered during the import process.

Program: POPTXIMP
Type: PSIMPERR      
File: IMITMFIL
Description: Presales Import Error
Var 1: Item Number
Var 2: Item Description 1
Var 3: Item Description 2
Var 4: Import File
Var 5: Presales Qty
Var 6: Location
Var 7: Vendor No
Var 8: PO No
Var 9: Serial Number
Var 10: Error Message

Note: If the error " No Corresponding Presales Transfer Loc Defined" is encountered, the error event will not be triggered. Also, if Presales Global Setup field 17. Move Import File w/Non Presales Location is set to Y, the import file will be moved to the folder specified in field 18. Move Non Presales Files to This Folder if no other purchase orders for valid presales locations are included in the ASN file. If other purchases order are included, the file will be moved based upon the error condition of the the presales location purchase order(s).  

If field 17. Move Import File w/Non Presales Location is set to N or the Presales Global Setup error folder is not setup, the file will be moved to the error directory. If the error folder is not setup, the file will be left in the import directory.

If the error "Mixed Presales Location Found" is encountered, this means that the ASN file contains multiple purchase orders for more than one warehouse location. This is an error condition and the import process will be aborted.


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