Importing Order Entry Data

You can customize the system to import line item information from an existing data file into an order. Your outside salespeople can then enter an order on a portable device, for example, and import all of the quantity and product information into a sales order when they return to the office.

Before using this feature, the system must be set up to work with your data files. You can use many types of text or spreadsheet data formats, such as comma or tab delimited data files. You define these file formats in User Defined Bid Upload Format Maintenance.

To import order entry data:

Create or open a sales order and display the order's Body screen.
Use the Imp hot key to display the Order Entry Data Import screen.
In the File Format field, press F10 and select the file format for the file you are importing. The names often indicate their purpose or the type of device, such as Handheld.
In the DOS Path Name field, enter the location of the data. For example, C:/SOERF_INP.TXT indicates that the file in question (SOERF_INP.TXT) is located directly on the user's C drive.
Use the Begin hot key to return to the Sales Order Entry Body screen and populate the order with the customer's line item information.
Continue processing the sales order as usual.