This section covers how to import and / or update a list of Master Part Number Vendor Relationships and associated Vendor Part No data
The purpose is to allow the User to:
- Import / update a list of preferred Vendors (defined by a rank) and their Vendor Part No. associated with a particular Master (i.e. MasterNo item that we buy / sell), including the default cost of the item from the Vendor
- Note: This is an alternate option instead of accessing the system interface and adding/editing each MasterNo > Vendor tab record one by one
To obtain the Import Template for this process, see steps 1-3 below
- For more information, you may also refer to Import Map Builder and Forms with Data Import Capabilities
- Go to Maintenance Main Menu > Import Map Builder
- Search for the desired Import Template (typically, Standard Master Vendor Import)
- Drill into the Template and from the Extended Menu select “Download Template”
- Populate the required columns (at least):
- CUSTOMERNO
- MASTERNO
- PRICE
- RANKING
- VENDORPARTNO
- Important: if line 2 in your Template Excel sheet is populated with headers, delete this line for a successful import. You do NOT need to delete line 1.
- Go to Inventory Main Menu > Import / Update Master Vendors
- An Import / Update Master Vendors popup window will appear
- Select the applicable Import Filters checkbox(es) for your purpose:
- Import items not found in database? and / or
- Import items found in database?
- Drag and drop in, or browse for, the data Import File previously filled out and saved (as per pre-requisite)
- Click Save button. You have now updated the Master Part Numbers as listed in your Import Sheet
- Go to Inventory Main Menu > Master Part Numbers
- Search for Master Part Number(s) on your data Import File
- Notice those Vendors tab > Vendor Master record(s) you imported have been updated