Import Type

Required Fields


Accounts Payable

Vendor No, Transaction Type, Transaction Date, Total, GL Account

 

Accounts Receivable

Customer No, Transaction Type, Transaction Date, Total

 

Chart of Accounts

Account No, Division Code, Group

 

Customer

Customer No

 

Customer Code Change

Old Customer No, New Customer No

 

GL Transaction

Transaction No., Transaction Date, GL Account, Base Credit Amount, Base Debit Amount

 

Integration Association

Provider Name, External Key


Inventory

Reference No, Warehouse, Part Number, Receive Qty

 

Inventory Adjustment

Reference No, Warehouse, Part Number, Receive Qty

 

Inventory Code Change

Warehouse, Old Part No, New Part No


Inventory Transfer

Reference No, Source Warehouse, Destination Warehouse, Part No, Transfer Qty

 

Inventory UPC

Warehouse, Part No, Unit of Measure, UPC


Job Entry

Job No, Account No, Date, Income, Expense


Price Matrix

This is more complicated as ability to have and’s and or’s

Good knowledge of the price matrix structure is required

 

Purchase Order

Vendor Number, Part Number

 

Requisition

Warehouse, Part No, Required Date, Required Quantity, Unit of Measure

 

Sales Order

Customer No

 

Ship To

Customer No, Address ID


Timecard

Employee Number, Pay Date, Timecard Entry Code


Vendor

Vendor No.


Vendor Code Change

Old Vendor No, New Vendor No


Vendor Price

Vendor No., Part number, UOM code