RemoteDesk ™

Accounting Interface Guide

Importing Items from ACCPAC

When importing items from ACCPAC, a special screen is displayed to incorporate the ability to import user-defined fields.

Enter which ACCPAC inventory item fields are imported for each of the two definable fields. Depending on the optional item field type set in the Company Profile, you are presented with a list of fields that can be imported and selected from.

If your "type" of field is set to the following, you can import from the ACCPAC item master file a value for;

• Date - last shipment date, last receipt date, sales starts or sale ends date.
• Number - quantity on PO, quantity on sales order, quantity on hand, quantity available or weight.
• Text - category code, picking sequence, primary and secondary vendor item numbers.
• Skip this form next time - If you are consistently going to be keeping the user-defined fields the same (this is recommended), you can toggle this option, and next time you go into the Import Items option, this will not display. It is used to expedite the process, and eliminate unnecessary steps.

NOTE: If you are using RemoteDesk Invoicer, the first optional field is reserved for "Quantity Shipped" when creating invoices, and cannot be used here.

Once the system has initialized the user defined section, you can specify what items you wish to import.

This import can be based on;

• Item Range - you can enter a range of items, or accept the default of full range.
• Category Range - you can enter a category range to select only particular ones, or accept the full range.
• Report Group Range - you can select based on the report group by either specifying a range, or accepting the full scope.
• Select Price Lists - ACCPAC provides for multiple price lists, and RemoteDesk supports this option. Click on the drop-down arrow to display a list of available price lists that you can select from. You can select one, a few or the full range by toggling on the option.
• Skip this form next time - If you are consistently going to be accepting the defaults of all ranges, you can toggle this option, and next time you go into the Import Items option, this will not display. It is used to expedite the process, and eliminate unnecessary steps.

Once all options have been entered, click on the <Accept> button to proceed.

As records are being imported, a progress bar is activated and the status box on the import screen displays progress messages. The final step is a status box that summarizes the activity and final record counts.

What Next

You can check out several reports that will provide a record of what happened.

The Process Summary will show the import process date and time and the file name.

The File Update Log shows all the individual item records that were added or modified with a total record count.

You can use the Customer/ Ship-To Maintenance function to change and correct any customer or ship-to records just imported.

You can also use the Table Maintenance function to edit any of the lookup table elements such as salesperson or ship via descriptions.

Index