Uploading Customer Part Numbers

Use the User-Defined Customer Part # Entry utility to upload customer part numbers for existing products in the system. The uploaded part numbers display in Customer/Vendor Specific Part Numbers. You can upload part numbers from a spreadsheet or a text file.

This page contains the following procedures:

• Uploading customer part numbers.

• Changing the file format.

To upload customer part numbers:

1. From anywhere in the system press Shift F2 to display the Spooler Control screen.

2. Upload the file containing the part numbers if necessary.

3. Select the file to process and use the Process hot key to display the User Defined Upload Processing screen.

4. In the Processing Type field, enter Customer Part # Import.

5. Use the Begin hot key to display the User Defined Customer Part # Entry screen.

6. In the Work ID field, do one of the following:

• Leave the field blank. – Does not save the template after this upload.

• Enter a name that identifies the upload file. – Creates a new template for use with future uploads.

• Press F10 and select an ID. – Uses an existing template.

7. In the Desc field, enter a complete description for the upload.

8. In the Customer field, enter a name to identify which customer part numbers you are uploading.

9. Use the File Format hot key to prepare the system for the type of upload file as described in the following procedure.

10. In the Start or Elmt# field of the Data Format section of the screen, scroll down the list to find the data format to match in the update file.

    Stat or Elm# Field for Part Number Upload

    The title of the first column in the Data Format section toggles depending on which format you are using for the update. In blocked format the column shows Start, in variable format it shows Elmt #. In either format, you point to the location of data in the update file.

For blocked records:

• Start – For each Data Format, enter the number for the starting position on the upload file.

• Lngth – For each Data Format, enter the number of characters needed for the data on the upload file.

For variable records:

• Elmt# – For each Data Format, enter the column number from the upload file.

11. In the Dec# field, enter one of the following for numeric data:

• The appropriate number of decimal places if the decimal point is not embedded, but the numeric data contains a defined number of decimal places.

• A zero if the decimal point is embedded.

12. Use the following hot keys as described below:

• Begin – Starts the upload. The system imports customer part numbers into the ENTITY.PN.IDS table.

• Delete – Deletes the upload template when you type delete at the prompt.

Note: If the system finds errors in the report data, it generates a Failed Entries report and places it in your Hold file.

Changing the file format:

1. From the User Defined Customer Part # Entry screen, use the File Format hot key to display the Upload File Format screen.

2. In the Record Type field, enter one of the following formats for the upload file:

• Blocked – fixed-length.

• Variable – comma- or tab-delimited.

Note: Data elements in a blocked record may also be separated by a delimiter.

3. In the Record Length field, enter one of the following:

• Enter the number of characters necessary if specifying a record length.

• Leave the field blank if not specifying a record length.

Note: This field is accessible only for blocked-type records.

4. In the Delimiter Char field, enter the character used between each field as a delimiter, such as a comma (,). This field is active only for variable record type files.

5. In the Delete Chars field, enter any characters you do not want read as data, such as quotation marks or the dollar sign.

6. Press Esc to save the format and return to the User Defined Customer Part # Entry screen to complete the upload.

See Also:

Customer/Vendor Specific Part Numbers Overview