Vendor Info Export
Utilities Menu -> Inventory
Control -> Export/Import Vendor
Information -> Vendor Info Export
This export utility can be used to select the vendor records to
be updated and to generate a spreadsheet with or without the
existing values for the selected vendors.
The 'Vendor #' cannot be changed, but all other values on the
spreadsheet columns can be updated with the Vendor Info Import.
The prompts are:
-
- DATE FORMAT
- Accept the date format default as defined for your company in
Company Information, or enter the
preferred format.
i.e. North America = mm/dd/yyyy , European = dd/mm/yyyy
IMPORT TEMPLATE ONLY
- Check this box to generate a blank spreadsheet with the vendor
field columns but no values.
Uncheck this box to select relevant vendors and to populate the
resulting spreadsheet with the values currently assigned to those
vendors.
- VENDOR, 'ALL' OR 'SEL'
- This filter is disabled if a blank template is being generated.
- Type ALL to include all vendors in the output.
- Enter a specific vendor number to export, or select one from
the Vendor Search window.
- Type SEL to select a multiple specific vendors to include as
outlined in Select Vendors window.
Finished?
- Click ACCEPT to generate the spreadsheet or CANCEL to
abort.
Resulting Spreadsheet:
- The resulting spreadsheet includes the Vendor number for
reference. This field cannot be updated by this import
process.
- Any other existing values on the spreadsheet can be updated by
this process.
- The date format must match the defined format.
i.e. North America = mm/dd/yyyy , European = dd/mm/yyyy
- Modify the spreadsheet with the correct values.
- The Vendor numbers on the import file must already exist, as
any new vendor numbers that do not find a match in the Vendor Information table will be ignored on the
import.
- On import, the option is provided to ignore blank values in the
import fields and to leave existing data in those fields unchanged,
or to import the blank fields as blank removing existing vendor
data in those fields.
Save the Revised Data:
When the values are all updated on the worksheet, save the
completed spreadsheet as a tab-delimited text file on your
client machine, then use the Select a File to
Upload utility to move the saved text file from your client to
the server in preparation for re-importing the data with Vendor Info Import.
Topic Keyword: APVF34A (6503)