Note: This help system contains standard information only. Click the Help button on the relevant form or menu to display any manufacturer-specific help. Alternatively, a help file may exist in the Table of Contents specific to your manufacturer.
Before you can import a generic price file to the Autoline system, you must supply details about the source data. A system maintenance facility is available that enables you to create and maintain these records. Within these records, you can also view details about the last upload of a source file to the Autoline system.
To access/edit a record:
Display the Generic price file conversion form.
Click the System maintenance button.
The Price file upload and convert record form is displayed.
Enter the Franchise code of the parts supplier.
Tip: A list of valid franchise codes is available from the drop-down menu.
The system defaults the source file details into the form.
If required, make any necessary changes to the record, and click Save.
The Price file upload and convert record form is displayed when you click the System maintenance button on the Generic price file conversion form. In this form you can enter details about the source data and view log details about the last generic price file import.
Three tabs are displayed on the form:
Franchise code: Franchise code of the parts supplier.
PUSH BUTTONS:
Save: Saves changes to the record. If a Generic File Transfer (GFT) record is in use, any changes that you make to the source data path or source data filename on the File transfer tab are updated in the GFT record.
Cancel: Cancels the operation, and abandons any changes to the record.
Help: Displays help on the current application using the default browser.
On the Settings tab you must identify the column or row numbers in which data is held in the source (csv) file, and specify how the system should handle the conversion of the data.
First line of data: Row number of the first line of data. You must supply this information, so that any header information is ignored.
Part number column: Column that contains the part number
Convert part to u/c: Select this check box if you want to convert alphabetic characters in the part number in the source file to uppercase characters in the master price file
Description column: Column that contains the description of the part
Retail price column: Column that contains the retail price
Surcharge column: Column that contains the surcharge value
Model code column: Column that contains a description of the vehicle model
Alt desc column: Column that contains an alternative description of the part
Uplift price by: Enter the percentage by which you want to uplift the retail price contained in the source file
Downlift price: Enter the percentage by which you want to downlift the cost price contained in the source file
Supersede column: Column that contains the superseding part number
Cost in Euros col: Column that contains the cost price of the part in Euros
Retail in Euros col: Column that contains the selling price of the part in Euros
UOM column: Column that contains the Unit of Measure (UOM) for the supplier pack quantity
Weight column: Column that contains the weight of the supplier pack quantity
Intrastat column: Column that contains the intrastat code used for reporting the movement of stock across European borders
Origin column: Column that contains the code that denotes the country of origin
VOC column: Column that contains the Volatile Organic Compound (VOC) content
Cost price column: Column that contains the cost price
Discount code column: Column that contains the discount code
Default disc code: Default discount code. This field is used by the Update stock from the price file option. If a discount code for the part is not entered in the master price file, the system assigns the default discount code entered here to the Discount code field on the stock record when the update is run.
Update std cost: Used by the Update stock from the price file option. If this check box is selected, the value in the Cost price (COST) field in the master price file is assigned to the Standard cost (STDCOST) field in the parts stock file.
On this tab, you must enter details about the Generic File Transfer (GFT) record, and the location and filename of the source data.
File transfer code: Enter the ID of the GFT record. For example, for the import of a generic price file, the naming convention used is normally:
[Franchise code]-GPF
Source data path: Directory path in which the source file is held. If you change the source data path here, the corresponding field (Remote path) in the GFT record is updated when the price file upload and convert record is saved.
Source data filename: Name of the source file. If you change the data filename here, the corresponding field (Remote filename) in the GFT record is updated when the price file upload and convert record is saved.
This tab is for information only, and displays details about the last generic price file import.
Log details:
Last updated: Date that the generic price file was last uploaded and converted on the Autoline system
Last updated by: User ID of the person that last uploaded and converted the file
Date created: Date that the generic record was created
Number of records: Number of records contained in the latest source file
Description: Name of the parts supplier
