Export/Import Product Status Codes

Utilities Menu -> Data Export/Import Utilities -> Export/Import Product Status Codes

This utility can be used to generate a bulk export of existing Rental Products with the current Product Status Code for selected Product Classes, Groups, Products, or Status Codes.
 The 'Product Status codes' in the resulting data can be modified and then the data can be re-imported to update the Status Codes on the Rental Inventory.

The process sequence is:

•Generate Spreadsheet for selected Rental Products listing the current Status Codes:
 Click the EXPORT option to generate a spreadsheet of products in the selected Classes/Groups/Products as outlined in Product Status Code Export.

•Update the Product Status Information in Preparation for Import:
 The spreadsheet can be modified to reflect the correct Product Status Code information in the "New Product Status Code" column.
 An optional "Confirmation Note" of up to 60 characters can be entered which is written to the Status Code Change History.
 A mandatory "Override Reason Code" must be entered as validated in the Override Reason Code table for Product Status type overrides.

•Save the Data on the Client updating the Format:
 When the spreadsheet is complete, save the updated spreadsheet on the Client machine in a tab-delimited format to give it a .txt extension.

•Move the Txt file to the Server in Preparation for Import:
 Click the UPLOAD FILE option from the radio group to open the Select a File to Upload utility that can be used to transfer the import .txt file from the Client to the Server.

•Update current Status Codes on the Products:
 Click the IMPORT option from the radio group to update the Rental Inventory table with the new Status Codes and to write the changes to the Status Code Change History.

•Exit sub-menu
 Click CANCEL to exit the menu screen when no further action is required.

Finished?

Click OK to initiate the action selected in the radio group.

Reports:
 The Import action will generate an error spreadsheet if there are any records that cannot be updated, including:

Invalid Product #
 Invalid Status Code
 Invalid Override Reason Code
 Insufficient permission

Topic Keyword: RSAR14 (6673)