Inventory Planning > Inventory Forecasting > Setup > Import Demand History

Import Demand History

You use this program to add sales transactions history to the IOP transient transaction table for later automatic inclusion in the forecasting sales history tables IopSales and IopSalesReturns.

You would typically use this program if you have insufficient inventory movement history for forecasting purposes. After an initial take-on of sales history movements, SYSPRO maintains the sales figures automatically.

The update from the transient file is done using the Inventory Forecasting Pareto Analysis program (Pareto Analysis).

Toolbar

Field Value Description
Import   Validates the contents of the import file and import records if there are no errors.
Save Form Values   This option is only enabled in Design mode (see Automation Design). Your selections are saved and applied when the program is run in automated mode.

Options

Data source

Field Value Description
Import method    
  From file Indicates you want to import data from a file.
  Use data grid Indicates you want to enter data directly into the grid of the Details pane (you can paste the contents of an Excel spreadsheet into the grid).
File location    
  Server Indicates the import file resides on the server.
  Client Indicates the import file resides on the client.
File name   Indicate the name of the import file (include the full path).
Review file   Loads the contents of the import file into the Details pane. This enables you to validate the lines on the grid prior to importing the file. The Import button is enabled only when all lines are valid.

Options

Field Value Description
Import only if all rows are valid   When enabled, the entire import file must be valid before any records can be imported. The import aborts if any errors are encountered.

When this is not enabled, valid records are imported and invalid records are ignored when the import is performed.
Ignore warnings   Select this if you do not want to display any warnings on the screen during the import process.

After processing completed

Field Value Description
Print the Details   Generate a report of the contents of the Details entry grid.
Email the Details   Generate an email of the contents of the Details entry grid.
Print the Import Results   Generate a report of the contents of the Import Results pane.
Email the Import Results   Generate an email of the contents of the Import Results pane.
Email recipients   Indicates the email addresses of recipients to whom you want to email the information displayed in the output panes.
Delete file after use   Indicates whether you want to delete the import file after all records are successfully imported.

In a client/server environment, both the import file on the server and the temporary import file created on the client are deleted.
Close the application   Exits the program once processing is complete. Do not select this if you want to be able to view the information on screen when processing is complete or you want to print or email the contents of the Details and Import Results panes.

Details

Toolbar

Field Value Description
Validate   This verifies whether there are any errors in the grid, without actually importing records.

Exclamation marks in the Validation status column indicates that one or more fields in the line are invalid. An explanatory error message is displayed when you hover your mouse pointer over the exclamation marks.
Print   Prints the contents of the import file, or changes made in the grid.
Export to Excel   Outputs data from the Details pane to an Excel spreadsheet.
Search text    
Clear   Clears the contents in the search text field.
Edit    
  Copy Copies the lines in the Details pane.
  Paste (all columns) Ensure that you have data for all the columns that can appear in the data grid before selecting this option.
  Paste (visible columns only) Pastes data into the columns that currently appear in the data grid, in the sequence that they appear.
  Duplicate Copies the current row to the end of the data grid.
  Find and Replace  

Import Results

This pane displays a summary of the completed import.

XML File Layout

Following is a sample XML import file for two transactions for stock code A100:

  <SetupIOSales>
  <Item>
  <Warehouse>FG</Warehouse> 
  <StockCode>A100</StockCode> 
  <Version /> 
  <Release /> 
  <Date>2006-10-31</Date> 
  <Quantity>100</Quantity> 
  <UnitOfMeasure /> 
  <Units /> 
  <Pieces /> 
  <CostValue>305.00</CostValue> 
  <SalesValue>552.80</SalesValue> 
  <TransactionCount /> 
  </Item>
  <Item>
  <Warehouse>FG</Warehouse> 
  <StockCode>A100</StockCode> 
  <Version /> 
  <Release /> 
  <Date>2005-11-30</Date> 
  <Quantity>100</Quantity> 
  <UnitOfMeasure /> 
  <Units /> 
  <Pieces /> 
  <CostValue>305.00</CostValue> 
  <SalesValue>552.80</SalesValue> 
  <TransactionCount /> 
  </Item>
  </SetupIOSales>
Element Remarks
<Warehouse> This element is mandatory.
<StockCode> This element is mandatory. The stock code must be stocked in the specified warehouse.
<Version> This element is mandatory if the stock code is ECC controlled at version (revision) or release level.
<Release> This element is mandatory if the stock code is ECC controlled at release level.
<Date> This element indicates the date of the sale. If left blank, this defaults to the current system date. If entered, then the date format must be CCYY-MM-DD.
<Quantity> Integer value. Enter the quantity of the sales transaction.

This element is mandatory if the stock item is not defined as a unit quantity type stock item. If the stock item is a unit quantity type stock item, then the quantities must be entered in the Units and Pieces elements, not in this element.
<UnitOfMeasure> If the quantity entered was supplied in an alternate unit of measure, then you enter that alternate unit of measure in this element.
<Units> This element is mandatory if the stock item is defined as a unit quantity type stock item.

Enter the unit quantity (cases and pieces) of the sales transaction.
<Pieces> This element is mandatory if the stock item is defined as a unit quantity type stock item.

Enter the pieces quantity (cases and pieces) of the sales transaction.
<CostValue> You use this element to enter the cost value of the sale. If this is not entered, then the cost value is calculated using the current cost of the item from the inventory warehouse file. If entered, then this value must have the same sign as the quantity. The value format is 12.2
<SalesValue> Enter the sales value of the sale. If this is not entered, then the sales value is calculated using the current list price for the item. If entered, then this value must have the same sign as the quantity. The value format is 12.2
<TransactionCount> Enter the number of individual sales transactions that make up this posting. If this is not supplied, then this element defaults to 1.

Notes and warnings

Import file considerations

  • The import file must be a valid XML file.

  • The import file is used by the IOPSSL business object.

Activity considerations

Operator access to the following activities within this program can be restricted. You configure this using the Operator Maintenance program.

Activity Description
Listview/Forms - Export or print data Controls whether an operator can print the contents of a listview and/or output the contents of a listview to an HTML page, XML document or Excel spreadsheet.
Maintain data in import programs Controls whether an operator can maintain import data in a data grid within any SYSPRO import program before the import is performed.
Allowed to import from client Controls whether an operator can use a SYSPRO import program to import data from a client machine (in a client/server environment).
File Browse on server (C/S system) Controls whether an operator use the browse function to load the Browse on Files and Folders program to locate files on the server in a client/server environment. Operators can still navigate to a file or folder on the server by typing in the full path name in the entry field.

Application Help Pane

Application Help Panes provide step-by-step instructions for various functions within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program. The intention is that the pane provides information that is uncluttered and easy to navigate.

You can embed an Application Help Pane:

  • in the main SYSPRO menu

  • in any program with panes, if not using roles

  • when adding a role layout in Design Mode.

Inserting Application Help

You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.

Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.

  1. Open the program for which you want to insert application help into a customized pane.

    This functionality is only available for a program that has panes.

  2. Right-click any form field.

    You can also click the triangle menu icon that appears in the title area of a pane.

  3. Select Insert Application Help from the context-sensitive menu.

    The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.

Removing the Application Help pane

If you no longer want to display application help in a pane for your current program, you can simply remove it.

  1. Select the Close icon in the right-hand corner of the application help pane.

  2. Confirm that you want to delete the pane.