Fast Contract Import is a simple speedy facility for importing Customer's Contracts into Power Gx.
1. Select Gx SOP from the toolbar.
2. Hold the cursor over Prices and Discounts on the menu.
3. Select
Fast Contract Import from the second menu.
4. Firstly you must enter a Customer's account code in the box provided or use
the Customer Search by pressing the search button.
5. After selecting the customer the import options will become active.
6. If you are using Power Gx in the Cloud view additional instructions here. You must specify the Pathname of the file that contains
the Customer's Contract. The file may be in CSV (Comma Separated Values)
or TXT (Tab Delimited) format. The first column must contain the
Product Code, the second must contain the Price and
the third column must contain the Quantity. Please Note
that the Quantity column is optional and is only intended for those Contracts
where Quantity Price breaks are needed. You may enter the pathname
manually or use the search button to browse for the file. When browsing
for a file please remember to select the File Type beforehand
otherwise the intended file will not appear.
7. Confirm
if the files First Row contains column headers by selecting Yes or No as appropriate.
8. Next you must specify
if you wish to Delete the existing contract first before importing the new contract. Selecting No for this option will mean that the imported contract will be merged with the existing one.
9. Click the Test File button to test the file contents.
If any errors are encountered then these will be displayed on the screen (eg.
Product does not exist), however should the import file contain too many errors
to display on the screen then a log file will be created and the errors will be
written there. If this occurs you will be informed of the log files
location. If the test is successful then a sample of lines from the file
will be displayed in the grid provided and the Test File button
will change to Import. Please scrutinise this before
moving to the next step.
10. Click on the Import button to import the contract.
A confirmation prompt will appear asking if you wish to proceed, click Yes to
continue. If the Import was successful then a message will be displayed
confirming this.
