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