Import Data into Item Master (Task 17)

An “Update Item from Import” program is found in Inventory control (Module 5), Item Master (Task 17), Update items from import (Sub-task 8).

• This functionality is also available for the Supplier master – Task 18 and the Warehouse Master-Task 19. 
• This allows you to update/change nearly any user accessible field via a CSV spreadsheet.

NOTE:  to get a listing of your Item records, first export the Item Master files and  adjust the columns/rows to fit the columns/rows needed to import data back into the Item Master.

• The format for the Item Master on the .csv report is:  Item #, Field of choice, X.
• The first row of the file must contain headers (column headings 1 and 3 can have anything in them), however row 1, column 2 MUST be an internal field name.
  • Go to Sub-task 8 in the Item Master.  Press the TAB key for a list of valid field names to use as a heading in column 2.  

• Column 1, starting with row 2, are the item numbers (use item numbers, not descriptions).
• Column 2, starting with row 2 contain the actual information that will be imported.
• Column 3, starting with row 2, each row MUST be a populated with an `X' as a placeholder to ensure the proper column usage.  Any column after the 3^rd column will be ignored so descriptions, etc. may be left in columns after the 3^rd x column for human readability.
• Below is an example of what the .csv report would look like if some of the Item records ‘Item Type’ field were being updated to H (Hold) or D (Discontinued).     

• The spreadsheet can’t have any "quotation” marks in it.  All quotations need to be changed to a hat ^ character.  (The ' apostrophe is fine in the spread sheet.)  So item #'s like: 
  ABC-36" GLOSS LAM
  have to be changed to
  ABC-36^ GLOSS LAM

• Contact us to have a copy made of the item file BEFORE importing in case inappropriate changes are made and need to be corrected afterwards.
• The spreadsheet name should be saved in lower case.
• Save the report with a .csv extension.
• The file should be save in u/mvs/dsk0/24000x (x being the company #). 
• Using sub-task 8, press the enter key at the informational screen & then enter the name of the saved file.
• It should show you the first couple of lines of the spreadsheet.
• Look for any error messages.
• It should tell you the # of records updated.
• The selected field will be updated when the program finishes the process.