When importing items from ACCPAC, a special screen is displayed to incorporate the ability to import user-defined fields.
ACCPAC Location Code - Select the applicable item location code. It is from this selection that a base price is set on the items imported.
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.
Once the system has initialized the user defined section, you can specify what items you wish to import.
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.
