Feature - Import for Product Category / Location Account File

Release Date: 12/16/22

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.

The required fields are:

(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.

The application supports two interface modes -- Pre-Interface and Interface.

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 Must Be Entered - The field cannot be blank in the CSV file.

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.  

Programs Added: CP11IS, CP11IP

Programs Modified: CP1101

CLS

• Related Articles

• Feature - Import for Material Cost Type Location Account File

  Release Date: 12/16/22 Version: 8.5 and Above This feature allows the user to import records for the Inventory Management Material Cost Type Location Account file. A new Import menu option has been added. After choosing the Import option, a new ...

• Feature - New Item Import Through CSV File

  Program Original Release Date: 05/15/2007 Document Release Date: 08/21/2020 Version: 7.5 & Up The feature can be accessed in I/M, Utility, and New Item Import. It allows you to import new items from either an ASCII or CSV file. This document only ...

• Feature - Customer CSV Import

  Release date: 9/25/2019 Version: 8.5 and up For the Customer CSV Import, select AR --> Utility --> Customer/eContact import --> customer/econtact Import --> Customer import This new screen program will have three menu options: Pre-Interface, ...

• Feature - Added the Ability to Organize Product Categories by a New Product Category Group

  Release Date: 4/12/2016 The purpose of this feature is to allow users to group product categories together. At this moment, the only area in Elliott that can utilize this new Product Category Group is in the Re-Order-Advice Standard CSV Export ...

• IM1501 Inventory Management Product Category File Maintenance

  Product Category File Maintenance Application Overview The Product Category File Maintenance application maintains a convenient table of inventory item product categories, i.e. grouping similar items together. The category is used on reports, or on ...