You use this program to import lost sales information into the Sales Order Lost Sales (SorLostSales) table and (if the Inventory Forecasting module is installed) into the IOP Sales History Adjustments (IopSalesAdjust) table for use in forecasting.
| 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. |
| 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. |
| 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. |
| 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. |
| 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. |
|
| 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 |
| Element | Description |
|---|---|
| <TransactionDate> | Must be a valid date if entered. Otherwise the current computer date is used. |
| <TransactionTime> | Must be a valid time if entered. Otherwise the current computer time is used. |
| <Customer> | The customer code must exist in the Customer Master table/file (ARSMST). |
| <StockCode> | The stock code must exist in the Inventory Master table/file (INVMST) and cannot be a notional, planning bill or phantom part. |
| <Version> | The revision number of an ECC-controlled item and must
be valid if entered. Otherwise the current revision number is
used. This is ignored for non-ECC items. |
| <Release> | The release number of an ECC-controlled item and must
be valid if entered. Otherwise the current release number is
used. This is ignored for non-ECC items. |
| <Warehouse> | The operator running the import program must have access to all warehouses listed in the import file and the stock code must be stocked in the warehouse. |
| <Quantity> | The Quantity (or units and pieces where relevant) cannot be negative or zero. |
| <UnitOfMeasure> | This must be either the stocking, alternate or other unit of measure. |
| <Units> | The quantity may be entered in units and pieces, if you are using cases and pieces. |
| <Pieces> | The quantity may be entered in units and pieces, if you are using cases and pieces. |
| <Value> | This is the value of the lost sale. If blank or zero, it is calculated as the price multiplied by the quantity. |
| <Cost> | This is the cost of the lost sale. If blank or zero, the current item cost (INVWHS-CST) multiplied by the quantity is used. |
| <StockDescription> | If blank, the stock description on the Inventory Master table (INVMST-DES) is used. |
| <ProductClass> | If blank, the product class on the Inventory Master table (INVMST-PCL) is used. |
| <QuantityRequested> | If entered, it must be a valid quantity for the stock code. If blank, the quantity is used. |
| <UnitsRequested> | The quantity requested may be entered in units and pieces, if you are using cases and pieces. |
| <PiecesRequested> | The quantity requested may be entered in units and pieces, if you are using cases and pieces. |
| <Price> | This is the price in your local currency. If blank, the stock item's list price is used (INVPRC). |
| <PriceUom> | Must be valid if entered. If blank, the unit of measure for the quantity is used. |
| <SalesOrder> | Optional. It is ignored if an invalid sales order number is entered. |
| <SalesOrderLine> | If a sales order line is specified, then the line must be for a stocked merchandise line. |
| <ReasonCode> | This must be submitted and must exist on the Reason Code table and flagged as a lost sale reason code. |
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Individual lost sales can also be added using the Capture Lost Sale program.
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The import file must be a valid XML file.
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The import file is used by the SALTLS business object.
<PostLostSales> <Item> <TransactionDate>2013-09-12</TransactionDate> <TransactionTime>10:00:00.00</TransactionTime> <Customer>0000001</Customer> <StockCode>SER200</StockCode> <Version/> <Release/> <Warehouse>E</Warehouse> <Quantity>2.000</Quantity> <UnitOfMeasure/> <Units/> <Pieces/> <Value>7000.00</Value> <Cost>5000.00</Cost> <StockDescription/> <ProductClass/> <QuantityRequested>5</QuantityRequested> <UnitsRequested/> <PiecesRequested/> <Price>3500.00</Price> <PriceUom>EA</PriceUom> <SalesOrder/> <SalesOrderLine/> <ReasonCode>NS</ReasonCode> </Item> </PostLostSales>
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:
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in the main SYSPRO menu
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in any program with panes, if not using roles
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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.
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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.
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Right-click any form field.
You can also click the triangle menu icon that appears in the title area of a pane.
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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.
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Select the Close icon in the right-hand corner of the application help pane.
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Confirm that you want to delete the pane.