Enrich EMMS Online Help

Upload vendor parts and pricing  

This option allows you to upload parts catalogue and pricing information. Parts will be created/updated in the item master but not attached to a warehouse. The average cost column will be used to create/update vendor contracts/quotes. Some columns in the upload spreadsheet may be ignored and/or forced to a particular value; one such column is the warehouse.

The format file is FFAECPP.fdf. On the website under Documentation, Upload files, look for Inventory Master Upload Format File FFAECPP; it will download as Inventory Master Upload FFAECPP.FDF. If using Client Solutions, look for Parts Master Upload Format File FFAECPP new; the file will download as Parts Master Upload Format File FFAECPP.fdfx. The spreadsheet format is defined below; on the website under Documentation, Upload files, look for Inventory Master Upload Spreadsheet FFAECPP; it will download as Inventory Master Upload.xls.

All parts in a parts catalogue will be created as actual items in the item master. The stock part number and possibly the item manufacturer code will be used to identify a match to an item already in the system. If matching, the existing part information will be updated rather than a new part created. The business parameter Allow Duplicate Part Number controls whether just the stock part number is checked or if the combination of stock part number and item manufacturer code is used.

Uploaded parts will be created as stocked items, and will have a separate field, catalogue item uploaded, that indicates they have come from a parts catalogue upload. This field is for informational purposes and will not affect direct purchasing.

1. At the EMMS main menu, select Vendor | Vendor Parts & Pricing Upload.
   • The Vendor Parts & Pricing Upload enter screen appears.
2. Fill in the fieldsfields as required.

   Action If VMRS Not Found identifies what the system should do if the VMRS is not found in the upload. Possible values are:

   1. - do not create item
   2. - create item without VMRS

   Add To Contract# is an existing vendor contract to which the part pricing will be added. The vendor on the uploaded items must match the vendor on the existing contract. This must be left blank if effective and expiry dates are entered for a new contract creation. You can click on the Prompt button to select the contract from a list.

   Default 2nd Descr From VMRS If Blank flags whether or not the program should use the VMRS description as the item's second description if the second description is blank in the upload.

   Edit Only identifies whether the program should only edit errors.

   Effective Date is the effective date to be used on a new vendor quote/contract for the uploaded parts catalogue pricing. It must be left blank if Add To Contract# is entered. If it is not entered, the effective date will be set to the current date.

   Exit on Error identifies whether or not the program should exit if an error is found.

   Expiry Date is the termination date to be used on a new vendor quote/contract for the uploaded parts catalogue pricing. This field may be left blank when an effective date is entered. It must be left blank if Add To Contract# is entered.

   GST Included Flag flags whether or not the GST is included in the price where this column is not entered on the spreadsheet. You can click on the Prompt button to select the flag from a list.

   Item Category identifies what category the items belong to for items where this column is not entered on the spreadsheet. You can click on the Prompt button to select the item category from a list.

   Product Category identifies which product category the items belong to for items where this column is not entered on the spreadsheet. You can click on the Prompt button to select the product category from a list.

   PST Exempt identifies whether or not the items are exempt from provincial/state sales tax for items where this column is not entered on the spreadsheet.

   Purchase UOM identifies the purchase unit of measure that should be used for items where this column is not entered on the spreadsheet. You can click on the Prompt button to select the unit of measure from a list.

   Report Errors Only flags whether this run is just to report errors or to also perform the upload.

   Reset Primary Vend - the first time this item is uploaded, the vendor from the upload will become the primary vendor for the item. Subsequent uploads will not affect the primary vendor unless this flag is set to Yes.

   Stocking UOM identifies the stocking unit of measure that should be used for items where this column is not entered on the spreadsheet. You can click on the Prompt button to select the unit of measure from a list.

   Submit Merge & Purge for Replaced Part - if set to No, when a row has a part being replaced, all that will happen is that an item equivalence will be created on the new item.

   If set to Yes, in addition to creating an item equivalence, Enrich will create a Merge & Purge request.

   When this is set to Yes and the row on the spreadsheet has a value in the Stock Part Number Being Replaced column, a number of validations will be made.

   Update Item Details If Found identifies whether or not the program should update item details if the item is found to already exist on the contract.

   Vendor Ref # is the number the vendor uses to reference this contract.

3. Click Enter .
   • The parts will be uploaded.

Back to Vendor Master