The standard data import utility can be used to allow special rate imports outside of the standard rates import functionality.
Note: The filename displayed does not apply to the export.
It is for use when the file is imported.
The process sequence is:
The exported spreadsheet format respects the column mapping of the rate table values as defined by the column letters displayed on the Import Special Rates screen utility, including:
Update Rate Information in Preparation for Import:
The spreadsheet can be modified to reflect the updated rate
structure for this Special Rates.
Additional rows can be added or deleted, but column information
must be valid and consistent to the mapped column type.
Because Special Rate Codes always respect the Standard Rate table structure setup for the product/Group in order to maintain 'Rate Hours' which determine when each rate should apply, a new Rate Code cannot be assigned as a Special Rate to a product or group if it does not already exist in the standard rate structure of that product/group.
Example:
If the item's standard rate structure does not include a W -
Weekend Rate, then a Special Rate cannot be setup for that item for
the W - Weekend Rate.
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 giving it a
.txt extension.
Move the Txt file to the Server in Preparation for
Import:
Click the UPLOAD button to transfer the import .txt
file from the Client to the Server using the Select a File to Upload utility.
Update Rate Information in the Special Rate table:
Accept the system assigned path and txt file name that identifies
the current unique pts session, and confirm or adjust the default
column letters mapped on the Import Special Rates screen to
match the columns on the import file from the source
spreadsheet.
Check this box to replace the existing records that match a Rate
Code record for products or groups on the import file, by the
imported rate record.
Any products and group rate code records that are not updated will
not be removed from the Special Rate structure.
Reports:
The Import action will first generate an edit report of all
rates that will be added or changed, along with an error list in
the Information Log format if there are
any records that cannot be updated.
Confirmation is required to accept the rate changes.
When accepted, another report of the data that was actually changed
is generated and the error log for anything that could not be
changed and was not updated is re-issued.
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