You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 16 Next »

The customization aims to eliminate the data entry effort for Price Management, Ordering Process and Shipment Process.   

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

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


AreaDescription
Sales & Receivable Setup

Check Box "Use Order Import" and "Use Price List".

  • Check the check box if the company need to use the import function. 
  • Enter the Max VAT Amount for allow system prompt the message if the GS invoice total amount is exceed.

Import Program navigation menu

Import Program 

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

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" 

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

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

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

2.2 Fill-in the Import setup page

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

Example:

#FieldDescription
1Source TypeSource Type import from the field C1 in excel file
2Self PickSelf Pick import from the field C3
3Customer NoCustomer No. import from the field C2
4Starting DateStarting Date import from the field C4
5Ending DateEnding 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
7Item NoIndicate which column the item number import data should be read
8PuA No. Start Row IdIndicate 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

Order Import Setup

Follow the steps below for setup the Order import

1) Create Order Import Template

1.1 Select "Order Import" 

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.

Example:

#FieldDescription
1Import to Customer NoCustomer No.
2Fist Row IdIndicate from which row the order import data should start 
3Order DateIndicate which column the Order Date import data should be read
4Customer Order TypeIndicate which column the Customer Order Type import data should be read
5Sales TypeIndicate which column the Sales Type import data should be read
6Vendor

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

7Item 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

8Order Qty

Indicate which column the order qty import data should be read

The order qty to be sum up by same PO Line No. 

92nd 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. 

10Seq

Indicate which column CO Line number import data should be read

The data to be map with order line seq. 

11NPS PO No

Indicate which column the NPS PO No, import data should be read.

The data to be map with Ship to Code

12NPS

Indicate which column the NPS import data should be read.

The data to be map with Ship to Code

13Transporation 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.

Master Setup List

Master Setup List

*Either change in import file or change in master data.  The Sales Type code must be same
Sales Type    FSC  MIX  70%              FSC NO. SGSHK-COC-300080 TRANSFER SYSTEM  FSC MIX 70%    0.00    
Sales Type    FSC RECYCLED 100%    FSC NO. SGSHK-COC-006041 TRANSFER SYSTEM  FSC 100%     0.00    

Unit of Measure

Add unit Chinese name in Units of Measure table for showing on VAT invoice

Company Information

Setup in "Company Information" for showing the data in VAT Invoice

Excel Template Storage

Template Name:  VATINVOICE

Upload Excel template file developed by Bizspoke

  • No labels