Item Import Template
Use the Item Import Template in conjunction with the Import Setup Data screen function to import inventory items into ProContractor. Inventory items are items that you can purchase, sell, use to maintain equipment, or use on projects.
The Item Import Template contains the following worksheets:
In most cases, each worksheet corresponds directly to a tab of the related entry screen in ProContractor. Required fields in a worksheet are highlighted yellow; fields that are required only under certain conditions are highlighted gray. Viewpoint suggests formatting all values as text in the Excel template.
Include the primary information for the records you want to import on the first worksheet, ensuring that that each record has unique values in the key fields for the import type. For most import types, the first worksheet is the only worksheet that is required. If there are additional worksheets in the template, uUse the additional worksheets as needed to provide record details. When importing, ProContractor uses the key fields for the import type to prevent duplicate records and to link detail records to primary records.
For example, the key field for the Customer import type is Item. In the Item import template, include each new item in the Item worksheet, ensuring that each record has a unique value in the Item field. If needed, include details for those items (such as the warehouse location or taxable authorities) in the additional worksheets.
Item worksheet
|
Item |
Item Name |
Use for PO |
Use for TM |
Use for Subcontract |
Item Category |
Unit of Measure |
T&M Line Type |
T&M Taxable |
|---|---|---|---|---|---|---|---|---|---|
1 |
020127 |
Crushed Stone |
Yes |
Yes |
No |
Stone |
TN |
Time and Material Detail Line |
Yes with Visual Print Indicator |
2 |
044302 |
Interior Doors |
Yes |
Yes |
No |
Material |
EA |
Time and Material Detail Line |
No |
Warehouse worksheet
|
Item |
Company |
Warehouse |
Location |
Reorder Point |
Reorder Quantity |
Minimum Quantity |
Maximum Quantity |
|---|---|---|---|---|---|---|---|---|
1 |
020127 |
01 |
01 |
Row J |
3 |
12 |
3 |
15 |
2 |
044302 |
01 |
01 |
Row AC |
2 |
3 |
2 |
5 |
If a detail record does not match a primary record based on key field values, ProContractor marks the detail record as “orphaned” during the validation process. If you continue with the import without correcting orphaned records in the import file, you must manually enter the orphaned records into the system.
Importing catalog items is a part of Materials Setup in ProContractor. Before importing catalog items, you must complete the following Materials Setup steps:
All of these steps must be performed manually.
