This type of import should be used for a single event.
To import orders on a regular basis you should use the PF Import Tool.
See the Field definitions for ORDERS and ORDER ITEMS, and the general Import Instructions.
Customers and Inventory must be import first.
The ORDERS file must also contain 2 additional fields:
CCODE, Customer Code
RPCODE, Sales Rep Code
The ORDER ITEMS file must contain 2 additional fields:
IVNUM, Inventory Stock Number
ORN, Order Number.
These additional fields will serve to “Link” the records to their correct “parent” file.
1. Import all ORDERS
2. Import all ORDER ITEMS
3. Go to PROG > Reset Inventory Quantities to update the inventory file with the new items on order quantities.
4. Print Diagnostic Report
These are the most important fields to import:
ORDER_HEADER
ODATE Order Date
OTYPE Order Type
O=Original/B=Backorder/R=Return/
D=Damage Return/C=Credit Memo/
OCUSTPO Customer Purchase Order #
ODEPARTMENT Department
OTERMS Order Terms Description
OSHIPVIA Ship Via
OSTARTSHIP Start Shipping Date
OCANCEL Cancel Date
OCOMM_RATE % Commission, Primary Rep
OSUBAMT Order Subtotal Amount
O_RPCODE2 Secondary Rep code
OCOMM_RATE2 % Commission, Secondary Rep
O_RPCODE1 Primary Rep Code
OTOTAMT Order Total Amount
OMEMO Memo. Prints on Order
ODISC_PCNT Discount in Percent
ORN ORDER NUMBER
OSHIP_CITY Ship to City
OSHIP_STATE Ship to State
OSHIP_ZIP Ship to Zip
OTERMS_CODE Terms code
OSHIP_NAME Ship to Name
OSHADR1 Ship to Address line 1
OSHADR2 Ship to Address line 2
O_CCODE Customer Code, pointer to CCODE
ORDER_ITEMS
OI_PRICE Price per item
OI_DESC additional line Description
OI_ORN Order Number, pointer to ORN
ITQS1 Quantity Ordered, Size 1
ITQS2 Quantity Ordered, Size 2
ITQS3 Quantity Ordered, Size 3
ITQS4 Quantity Ordered, Size 4
ITQS5 Quantity Ordered, Size 5
ITQS6 Quantity Ordered, Size 6
OI_IVNUM STOCK #, Pointer to IVNUM
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