Item Import Options

Record processing options may be set for an item import specification. When you set record processing options for your item import specification, you are specifying what kind of records are admissible during the data import.

Important: The import options must be set at the time you create the spec. Once the spec is created, the option settings cannot be changed.

1. To reach the Options window for a specification, click the Options button found to the right of the External Data field.

2. The IntelliTrack Import/Export Utility-Import Options form for this specification appears. It contains the Add/Update Options for this import specification.

3. When you set add and update options for data in the import file, you are specifying what kind of records are admissible during the data import.
   1. Disallow Add:
      1. when marked, a new data record is not allowed to be imported.
      2. when unmarked, a new data record is allowed to be imported.
   2. Disallow Update:
      1. when marked, the property of an existing data record is not allowed to be updated during the data import.
      2. when unmarked, the property of an existing data record is allowed to be updated during the data import.

Items Import Options

During the Items import, you are able to restrict a new data record from being added to the database or you are able to restrict the item property for specific data record to be updated via the Import Options settings for the Items import. The following record processing parameters are available for an Items import specification.

Category (Category Setting for an Item)

• Add:
  • To add a new category to the database during an item import, do not mark the Disallow Add checkbox. An item with a new category will be imported and the new category will be added to the Category Lookups list.
  • If you do not want to add a new category during the item import, mark the Disallow Add checkbox. An item with a new category will not be imported and a new category will not be added to the database.
• Update Property for an Item:
  • To update the category property for an existing item during the item import, do not mark the Disallow Update checkbox. The item category property for the item will be updated during the item import.
  • If you do not want to update the category property for an existing item during the item import, mark the Disallow Update checkbox. The item's category property will not be updated during the item import.

Division (Division Setting for an Item)

• Add:
  • To add a new division to the database during an item import, do not mark the Disallow Add checkbox. An item in the new division will be imported and the new division will be added to the system.
  • If you do not want to add a new division during the item import, mark the Disallow Add checkbox. An item in a new division will not be imported; the division will not be added to the database.
• Update Property for an Item:
  • To update the division property for an existing item during the data import, do not mark the Disallow Update checkbox. If the item record contains a different division, the division property of the item will be updated during the item import.
  • If you do not want to update the division property for an existing item during the data import, mark the Disallow Update checkbox. The division property for the item will not be updated during the item import.

Item

• Add:
  • To add a new item to the database during an item import, do not mark the Disallow Add checkbox. A new item will be added during the item import.
  • If you do not want to add a new item during the item import, mark the Disallow Add checkbox. A new item will not be added to the system during an item import.
• Update Property for an Item:
  • To update the item property for an existing item during the data import, do not mark the Disallow Update checkbox. The item property for an item will be updated during the item import.
  • If you do not want to update the item property for an existing item during the item import, mark the Disallow Update checkbox. The item property for an item will not be allowed to be updated during the item import.

ItemUnitOfMeasure (Unit of Measure Each Count Setting for an Item)

• Add:
  • To add a new item unit of measure-each count setting to the item during an item import, do not mark the Disallow Add checkbox. A new item unit of measure-each count will be added to an item.
  • If you do not want to add a new item unit of measure during the item import, mark the Disallow Add checkbox. An item with a unit of measure-new each count quantity will not be added to the item during the import.
• Update Property for an Item:
  • To update the item unit of measure-each count property for an existing item during the data import, do not mark the Disallow Update checkbox. The item unit of measure-each count property will be updated during the item import.
  • If you do not want to update the item unit of measure-each count property for an existing item during the item import, mark the Disallow Update checkbox. The item unit of measure-each count property will not be allowed to be updated during the item import.

Manufacturer (Manufacturer Setting for an Item)

• Add:
  • To add a new manufacturer to the database during an item import, do not mark the Disallow Add checkbox. A new manufacturer will be added to the item and also to the Manufacturers Lookup list.
  • If you do not want to add a new manufacturer during the item import, mark the Disallow Add checkbox. An item with a new manufacturer will not be added during the import and the new manufacturer will not be added to the Manufacturers Lookup list.
• Update Property for an Item:
  • To update the manufacturer property for an existing item during the data import, do not mark the Disallow Update checkbox. The manufacturer property for the item will be allowed to be updated during the item import.
  • If you do not want to update the manufacturer property for an item during the item import, mark the Disallow Update checkbox. The manufacturer property for the item will not be updated during the item import.

Model (Model Setting for an Item)

• Add:
  • To add a new model to the database during an item import, do not mark the Disallow Add checkbox. A new model will be added to the item and to the Model lookup list.
  • If you do not want to add a new model during the item import, mark the Disallow Add checkbox. An item with a new model will not be added during the import; the model will not be added to the Models Lookup list.
• Update Property for an Item:
  • To update the model property of an item during the data import, do not mark the Disallow Update checkbox. The model property for an item will be allowed to be updated during the item import.
  • If you do not want to update the manufacturer property for an item during the data import, mark the Disallow Update checkbox. The model property for an item will not be allowed to be updated during the item import.

Site (Site Setting)

• Add:
  • To add a new site to the database during an item import, do not mark the Disallow Add checkbox. A new site will be added to the item and to the site list for the division.
  • If you do not want to add a new site to the database during an item import, mark the Disallow Add checkbox. A new site will not be allowed to be added to the item property or to the list of sites for the division during the item import.

• Update Property for an Item:
  • To update the existing site property for an item during an item import, do not mark the Disallow Update checkbox. The site will be updated during the item import.
  • If you do not want to update the existing site property for an item during an item import, mark the Disallow Update checkbox. The site will not be allowed to be updated during the item import.

SiteItem (Site Reorder Quantity Setting for an Item)

• Add:
  • To add a new site reorder quantity for an item, do not mark the Disallow Add checkbox.
  • If you do not want to add a new site reorder quantity for an item, do not mark the Disallow Add checkbox.
• Update Property for an Item:
  • To update the site reorder quantity for an item, do not mark the Disallow Update checkbox.
  • If you do not want the site reorder quantity for an item to be updated, do not mark the Disallow Add checkbox.

UnitOfMeasure (Unit of Measure Lookup Setting for an Item)

• Add:
  • To add a new unit of measure lookup value to the database and to the item, do not mark the Disallow Add checkbox.
  • If you do not want to add a new unit of measure lookup value to the database, mark the Disallow Add checkbox.
• Update Property for an Item:
  • To update the unit of measure lookup value, do not mark the Disallow Update checkbox.
  • To update the unit of measure lookup value, mark the Disallow Update checkbox.