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Import Program developed for allow user to import the Item Price, Sales Order and the Group Shipment information from the excel file.

Info

title	NOTES

1 - FSC Code in Order Import file must match with Code in "Master Setup List, Sales Type"

2 - Transport Method in import file must match with "Code" in Transport Methods

Table of Contents

Area	Description
Sales & Receivable Setup	Setup

Check Box "

for Order Import Features
1. Use Order Import

" and "Use Price List".

1. - Check the check box if the company need to use the import function.

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2. Use Price List - Check the check box if the company to be based on the CNA customized Price List to derive the Price in Sale Order, Purchase Order and Group Shipment
3. Max VAT Amount - Enter the Max VAT Amount for allow system prompt the message if the GS invoice total amount is exceeded.
4. Report Sorting Method - select "Cust. Order Seq." for CNA China for allow the item line to be display according to the Cust. Order Seq. on the document printout for Sales Order, Purchase Order and Group Shipment Invoice. (Please note, other company such as Trade and Commission are according to "Line No."
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Import Program navigation menu

Import Program

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Import Program Setup

Excel Template Storage

Store the excel template for VAT Invoice Draft

Customer Ship-To Address

New field "PuA" - Fill in the PuA number for the Customer Ship-To address for the sales price mapping

Customer

New field "External System Code" - fill in the External System Code for showing in VAT Invoice

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Item Card

Vendor No. - fill in the Vendor No. for Prince Import mapping

Description 2 - fill in the Item Description 2 for showing the item "Chinese Name" in VAT invoice.

Vendor Card

The new field “Order Import (Mill)” is included in the GS Import file. Enter “Mill” in the Vendor Card for the mapping information

Price Import Setup

Follow the steps below for setup the price import

1) Create the Price List Import Template

1.1 Select "Price List Import"

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1.2 Click on the "No. drop down button, the page for "Price List Import Setup List" to be prompted

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1.3 Click "New" then enter the no. for the Price List Import Setup and then click "OK"

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2) "Import Setup" for the Price List Import Template

2.1 select the Price List import template in No. field then click "Import Setup" action button

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2.2 Fill-in the Import setup page

The setup page mainly for configure the data and the file mapping in the excel file.

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Example:

#	Field	Description
1	Source Type	Source Type import from the field C1 in excel file
2	Self Pick	Self Pick import from the field C3
3	Customer No	Customer No. import from the field C2
4	Starting Date	Starting Date import from the field C4
5	Ending Date	Ending Date import from the field C5
6	First Row Id End Row Id	Indicate from which row the price import data should start and end. In this example, the system will begin reading the data from Row 13 for the item price information until Row 250
7	Item No	Indicate which column the item number import data should be read
8	PuA No. Start Row Id	Indicate from which row the PuA No, import data should start. In this example, the system will begin reading the data from Row 13 for the item price information
9	PuA No. Start Col. Id PuA No. End Col. Id	Indicate from which column the PuA No, import data should start. In this example, the system will begin reading the data from column F for the item price information

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Order Import Setup

Follow the steps below for setup the Order import

1) Create Order Import Template

1.1 Select "Order Import"

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1.2 Click on the "No. drop down button, the page for "Order Import Setup List" to be prompted

1.3 Click "New" then enter the no. for the Order Import Setup and then click "OK"

2) "Import Setup" for the Order Import Template

2.1 select the Order import template in No. field then click "Import Setup" action button

2.2 Fill-in the Import setup page

The setup page mainly for configure the data and the file mapping in the excel file.

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Example:

#	Field	Description
1.1	Import to Customer No	Customer No.
1.2	Default Sales Type	Select the default sales type if the sales order it created by order import no need to separate by Sales Type.
1.3	Default 2nd UOM	Select the default 2nd UOM for allow system to populate the 2nd UOM to the order line when it created by import function.
2	Fist Row Id	Indicate from which row the order import data should start
3	Order Date	Indicate which column the Order Date import data should be read
4

Item CardPrice Import

Customer Order Type	Indicate which column the Customer Order Type import data should be read
5	Sales Type	Indicate which column the Sales Type import data should be read
6	Vendor	Indicate which column the Vendor import data should be read The data to be map with Vendor No. in both Sales Order and Purchase Order
7	Item No	Indicate which column the Item No import data should be read The data to be map with item no. in sales order line and purchase order line
8	Order Qty	Indicate which column the order qty import data should be read The order qty to be sum up by same PO Line No.
9	2nd UOM Qty	Indicate which column the 2nd UOM Qty import data should be read The 2nd UOM order qty to be sum up by same PO Line No.
10	Seq	Indicate which column CO Line number import data should be read The data to be map with order line seq.
11	NPS PO No	Indicate which column the NPS PO No, import data should be read. The data to be map with Ship to Code
12	NPS	Indicate which column the NPS import data should be read. The data to be map with Ship to Code
13	Transporation Method	Indicate which column the Transporation Method import data should be read. The data to be map with Transporation Method in Sales Order and Purchase Order as well as use for look up the price from price list.