This option provides several separate update tools that can be
used to restructure inventory or update inventory Costs and
Customer Tiered Rate structures.
These tools export existing data to a spreadsheet that can be
modified before re-importing back into the data base.
It is important to run the import utility outside of work hours
because the product updates can cause file locking.
The prompts are:
Click the RESTRICTIONS button at the bottom of the screen to view the rules governing this update action.
Click Groups/Rates to update the Groups used in the
customer 'Tier 1' rates defined in Multi-Tiered
Customer Special Pricing, using the export/import actions to
copy/merge the "old" Groups defined for 'Tier 1' rates to "new"
groups, with the option to copy some of the basic Group setup to the re-organized Groups including
overwriting the description, rates, kits/SSL, services and
maintenance in the Group table on
import.
New Groups can be created in this process and Groups no longer in
use can be deleted.
This process changes Customer Tier 1 rates and Group information, but does not change products or documents.
The Groups/Rates update is useful if your Product/Group categorization has been restructured, as this tool can be used to redefine the Groups assigned with special pricing in the customer 'Tier 1' rate structure, which may be required to match the changed Groups.
Click the RESTRICTIONS button at the bottom of the screen to view the rules governing this update action.
Click Group Cost to update the Group fields including "Useful Life in Months",
"Liquidation Value", "Replacement Cost", "Alternate Language
Description", and "Useful Life Hours".
When a change is made to any of the "Useful Life in Months",
"Liquidation Value", or "Replacement Cost" values in a Group record
manually or using this import utility, a record is written to the
Audit Log by date, operator, product,
group and field value for the corresponding category.
Click Product Cost to update the "Date In Service" field
on the Make/Model and Re-Order
Information for non-bulk equipment and the "Replacement Cost"
in Rental Inventory for bulk and non-bulk
rental products.
When a change is made to the "Date In Service" or the "Replacement
Cost" field manually or using this import utility, a record is
written to the Audit Log by date,
operator, product and field value.
Click Tag Cost/Div to update the "Historic Unit Cost",
"Depreciation Class", "Alternate Depreciation Class", "Owning
Division" and "Warranty Expiry Date" fields on the Asset Tag for the selected bulk and non-bulk rental
products.
When a change is made to a "Historic Unit Cost" field manually or
using this import utility, a record is written to the Audit Log by date, operator, product, tag and
field value.
The Groups/Rates spreadsheet includes the group#, and group description, and provides the column to enter a new or an existing group#.
Tier 1 Update:
If the customer has special rates for the "old" Group setup in
Multi-Tiered Customer Special Pricing, then
any "new" Groups associated with the "old" Group on the
spreadsheet, are added to the customer's Tier 1 rate structure with
that customer's special rates copied from that "old" Group to those
"new" Groups.
If the "new" Group already exists in the customer's Tier 1
structure, only the missing rate codes are copied.
After the import, if there are no products assigned to the "old"
Group, that Group is deleted from the customer's Tier 1
pricing.
The option is also provided to delete unused Groups from Group.
The Group Cost spreadsheet includes group#, and group
description, and provides the columns to update the "Useful Life in
Months", "Liquidation Value", "Replacement Cost", and "Alternate
Language Description".
The Product Cost spreadsheet includes the product# and
description, and provides the column to update the Date In
Service field on the Make/Model and
Re-Order Information for non-bulk equipment and the
Replacement Cost in Rental
Inventory for bulk and non-bulk rental products.
The Tag Cost spreadsheet includes the product#,
description, and tag#, and provides the columns to update the
Historic Unit Cost, Depreciation Class and
Alternate Depreciation Class fields on the Asset Tag for bulk and non-bulk rental
products.
Click Import to upload the revised data that has been converted from a spreadsheet and saved as a "tab-delimited" text file using Select a File to Upload, and to import the data back into the relevant product, customer, or group files.
Valid record are updated and a count of updated records is
provided.
Any errors or exceptions identified on the import document are
re-exported to a new spreadsheet, where they can be corrected and
re-imported.
Click the RESTRICTIONS button at the bottom of the
screen to view the rules governing Class/Group and
Groups/Rates data imports.
An audit record is written for updated Cost data imports to the Audit Log for the corresponding category, with the exception of the Group 'Alternate Language Description' from a Group Cost import.
Leave this field blank to skip the Set selection field, in order
to use one of the Product Class, or Product Group selection options
instead.
To utilize the Set selection option choose one of the
following:
If a Set selection was made the Product Class, and Group selection options are skipped.
Leave this field blank to skip the Class selection field in
order to use the Product Group selection option instead.
To use the Product Class selection option choose one of the
following:
If a product Class selection was made the Group option is skipped.
Note: If the Set, Class, and Group selection filters are enabled but are all left blank, then all records will be included.
Select one of the following product filter options:
i.e. North America = mm/dd/yyyy , European = dd/mm/yyyy
Check each applicable box if the data from the "old" source
Group, should replace the same data in the "new" target Group.
Uncheck each relevant box for data that should not be copied.
The fields that can be updated in Groups include:
Note: When multiple "old" Groups are merged to the same "new" Group, if the information cannot be merged (e.g. Description, Kit, SSL) the information for only the last Group to be copied will be reflected in the "new" target Group.
ACTIONS:
Additional actions provided by buttons on
the Restructure Class/Group screen include:
Update Non-Bulk Rental Product Descriptions and Deleted
Unused Groups:
Click GROUP CLEANUP button to access the following
two utilities in sequence:
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