EDI Price Book Import

Navigator > Tasks > Price Book Import

This option is used to import data from suppliers price book files into the Accredo product masterfile.

Note: A maximum of 255 characters per field applies in a PB Import file. Values longer than that will be truncated. For longer values use DI Importing where this constraint does not apply.


Price Book Definition	The file that defines how the Price Book file is imported. It defines the layout, file name and MaxBasic code to manipulate the raw data from the file being imported. Click Open In Designer to open the selected file in the Price Book Designer.
Price Book File	The file (from the supplier) that contains the raw data to be imported. A default value for this file name can be specified in the definition.
Excel Worksheet	If the import file is an Excel Workbook, you can specify a Sheet Name or Sheet Number. If not specified, the Worksheet specified from the EDI Import definition file will be accessed, if this is not found, the first Worksheet will appear.
The next three fields determine the action to take for new/existing products.
Add New Stock Items	Selected, to add new product records that are found in the import file but which do not currently exist in Accredo. Clear, only update the information for existing records.
Update Existing Stock Items	Selected, updates details for existing product records. Clear, only add new products.
Creditor	The default Creditor code to be used for new Product records. The price book file usually does not contain the Creditor code, so this is a quick way of ensuring all new records added have the same Creditor code. A better way to ensure that the correct Creditor code is used is to set the required Creditor code in the price book definition - in that way it does not need to be entered every time you import a suppliers price book file and you can also have it update the Creditor code on existing records.
Set Creditor as Default	Selected, the Creditor selected above will be set as the default creditor for Products imported.
New Product Non-Diminishing	Selected, new products will be non-diminishing. Specify the default value in IC Settings - General tab.
Currency	The currency of the selected Creditor, or base currency.
Price Book Date	The date prices relate to. Used to select an exchange rate from the Exchange Rates table for foreign creditors.
Exchange Rate	Specify an exchange rate if required.