The Import Items dialog box is displayed for importing items from other documents.
The IC Import Item Selection dialog box is displayed when during transfer entry when you import items using the standard transfers created in Standard Transfer Entry (ICE450) or long- and short-term surplus transfers.
The TR Companion Item Selection dialog box is displayed during line-item entry when you add an item that has companion items associated with it (in Standard Transfer Entry). The TR Companion Item Selection dialog box displays from the Transfer Entry Programs: Transfer Entry, Shipment Confirmation, Receipt Entry, and Buyers Control Center Transfer Detail screen.
You can press the Toggle button to set the companion item to Not Import and exit the dialog box. If the available quantity of the companion is less than the ordered quantity, then the system displays an ! (exclamation point) in the 2nd column of the dialog box.
Companions processing
When a transfer line item is originally saved, not from a save in edit mode performs a check to determine whether companion items or companion memos exist for the newly-added item. If no companions exist or if all companions are flagged as Not Applicable to the current entry program, the program continues without interruption.
The TR Companion Item Entry (ICE150) program allows you to select whether the import of companion items/memos is automatic, prompted, or not applicable to the entry program. In the Auto Add section, if any companion items/memos are flagged as "Y-Default to Y" or "N-Default to N," you have the option to select any of the companion items/memos available. If any companion items/memos are flagged as "A – Always Add" then if any additional companion items/memos are flagged as Y or N, then all items/memos that are A, Y and N are displayed in the TR Companion Item Selection (ICE451) dialog box. Items designated A for Automatic Add will always be added automatically to the document. If all companions applicable for this order type are flagged as A and there are no Y or N flagged items/memos, then no dialog is displayed and those items/memos will be automatically imported into the document (unless there is an exception that requires user attention, such as the item not being setup in a warehouse). If any companion items/memos are flagged as "X – Not Applicable" then they are not displayed in this dialog and are not allowed for import into the actual document. Once the companion items/memos are selected, the items are imported into the document.
If valid companions are found, they are written to the Companion Item on Document file. As they are added, the system calculates the default quantities and the various flags in this file are set as follows:
Import Items processing
The Import Item Selection dialog box when during line-item entry when you import items based on the policy flags established in IC Transfer Ticket Import Control FM (ICF972). The Import Item Selection dialog box displays from Transfer Entry, Shipment Confirmation, Receipt Entry, and Buyers Control Center Transfer, click Options>Import Items from the menu or click Standard Transfer.
As you enter documents in Transfer Entry and Buyers Control Center, click Options>Import Items from the menu.
In the Import Item Selection dialog box, the system displays the items from the selected document, including memo lines, where you can choose which items to import and update quantities and costing, and so on. Once you have completed your selections, the system adds all selected items to the end of the new document.
The order quantity is set to the order quantity from the source document. The item descriptions are set to those from the source document.
Long- and Short-term surplus processing
You can create long- and short- term surplus transfers from the Surplus Transfer menu option in Transfer Entry, Shipment Confirmation, and Receipt Confirmation programs and by clicking the Surplus Transfer button on the BCC Detail Transfers screen.
Click OK to display the Import Items (ICE451) program with surplus lines listed in the grid. Toggle the surplus lines you want to import to the transfer. Those lines that already exist for this transfer will be of type “T” and cannot be toggled.
Screen information
In the browser in the lower portion of the screen, the system displays all transfer companion/import items/memo lines defined for the original item entered. You can select the companion items or import items to include on the order. The browser also contains quantity, UM and cost information. This defaults from the original item qty per UM times the default quantity for the item. Press Enter or double-click on a browser line to edit the units and cost.
Click field descriptions for information on each field.