Maintaining User-Defined OE Import Formats

From the SOE Body screen, you can import an order's line item information from a data file on your PC. Your outside salespeople can use this feature to enter an order on a portable device and then import all the quantity and product information directly into a sales order.

Before using this feature, you need to set up the system to work with your data files. For each type of text file you want to upload into Sales Order Entry, identify the subroutine the system uses to format the data and perform the import.

To maintain user-defined OE import formats:

Display the User Defined Bid Upload Format Maintenance screen in one of the following ways:

From the System > System Programming > User Defined Functions menu, select User Defined OE Import.
From the Tools > User Defined Documents menu, select User Defined OE Import.

In the Label Format Title field, enter a name that identifies the data to import.

This name displays in the F10 options list for the File Format field on the Order Entry Data Import screen.

In the Subroutine Name field, enter the name of the subroutine that imports the data.

Note: The Typ and Form fields do not apply to importing data, and the DDE Subroutine hot key is for internal use by Eclipse personnel only.

To limit subroutine access to users assigned a designated authorization key, use the Authorization hot key.

At the prompt, press F10 and select the authorization key which must be assigned to the user.

Press Esc to save the information and exit the screen.