MomentumPro V3.1 MomentumPro XML Transform Guide Guide.pdf · familiar CSV data formats and then convert CSV data into the required XML data file. Using this tool requires no specialist

MomentumPro® V3.1

MomentumPro XML Transform Guide

momentumpro Disclaimer ii

Disclaimer

Information in this document is subject to change without notice. Companies, names and data used in

examples herein are fictitious unless otherwise noted. No part of this document may be reproduced or

transmitted in any form or by any means, electronic or mechanical, for any purpose, without the

express written permission of Markinson Technologies Pty Ltd.

© 2012 Markinson Technologies Pty Ltd.

® MomentumPro is a registered trademark of Markinson Technologies Pty Ltd.

Contact Markinson Business Solutions

Telephone: 1300 137 729

Email: [email protected]

Internet: www.markinson.com.au

mailto:[email protected]

http://www.markinson.com.au/

momentumpro Contents iii

Contents

1. MomentumPro V3.1 XML Transform .......................................................... 4

1.1 Documentation Conventions ................................................................... 5

2. Using the MomentumPro Transform Tool .................................................. 6

2.1 Step 1: Preparing a CSV data file ............................................................ 6

2.2 Step 2: Converting the CSV data file to XML ............................................. 7

3. MomentumPro Data Import Formats ....................................................... 11

3.1 Chart of Account User Fields Import ....................................................... 11

3.2 Customer Master Import ...................................................................... 12

3.3 Customer User Fields Import ................................................................ 16

3.4 Price Schedule Import .......................................................................... 17

3.5 Product Master Import ......................................................................... 19

3.6 Product User Fields Import ................................................................... 24

3.7 Product Rename Import ....................................................................... 25

3.8 Prospect Master Import ........................................................................ 27

3.9 Prospect User Fields Import .................................................................. 30

3.10 Stock take Count Import ...................................................................... 31

3.11 Supplier Master Import ........................................................................ 33

3.12 Supplier Products Import ...................................................................... 37

3.13 Supplier User Fields Import .................................................................. 40

momentumpro MomentumPro V3.1 XML Transform 4

1. MomentumPro V3.1 XML Transform

MomentumPro V3.1 data import programs require data to be provided in the eXtensible Markup

Language (XML) data format. This format unlike more traditional data formats such as Comma

Separated Value (CSV) allows more flexibility with data requirements and data structure and also

provides superior data validation capabilities.

The XML data format however requires adherence to specific syntax rules and much more detail to

describe the data to be imported. Without specialist knowledge of the XML rules and access to

specialised tools to prepare the data files working with XML can be difficult in the extreme. For this

reason MomentumPro V3.1 includes a tool that allows users to prepare import data using the more

familiar CSV data formats and then convert CSV data into the required XML data file. Using this tool

requires no specialist knowledge of XML syntax and data formats.

This document provides step by step instruction for using the XML transformation tool and details of

the required to prepare CSV data files for each of the MomentumPro Data Import programs.

momentumpro MomentumPro V3.1 XML Transform 5

1.1 Documentation Conventions

The following conventions are used in this documentation:

FEATURE CONVENTION

Module or Function Title All indicated within the content of this document using

BOLD CAPITALISED text.

Example:

Maintaining Settings in the SUPPLIER

MAINTENANCE module.

Screen or Window Title All indicated within the content of this document using

Bold Italic text.

Example:

Select the supplier from the Supplier type: dialog.

Buttons, Drop-down Lists, Radio Buttons,

Fields and Keyboard Keys

All indicated within the content of this document using

Bold text.

Example:

Press Ctrl+P on your keyboard then click on the OK

button.

momentumpro Using the MomentumPro Transform Tool 6

2. Using the MomentumPro Transform Tool

The MomentumPro Transform Tool is a standalone Windows program that allows CSV formatted data files to be quickly and easily converted to XML data files suitable to be imported into MomentumPro Enterprise V3.1. The program is an executable file called MTransform.exe that may

be executed from the MomentumPro installation folder or may be copied to a convenient location to be executed on a Windows PC.

To create a MomentumPro import file using the MTransform.exe program a CSV data file must be prepared using an application such as Microsoft Excel. The CSV data file must contain two or more rows of data including a first row of headings identifying each column of data. The columns of data are not required to be positioned in the data file in any specific order as each column is identified to the transform tool by its column heading. It is also not necessary to include data columns for data

that is not required for your import.

The MomentumPro Transform Tool may be used to transform or convert CSV data for any of the

MomentumPro Data Exchange programs. As an example we will focus on preparing a CSV data file containing supplier product data and converting it using MTransform.exe. The procedure used for this example may be applied in a similar manner for any of the standard MomentmPro XML import data file formats. Details describing the CSV data file requirements for each of the standard MomentumPro XML data files are provided in this document.

To produce an import file suitable to import into MomentumPro two basic steps are required.

Prepare a CSV data file containing only the data you wish to update

Convert the file using the transform tool (MTransform.exe)

2.1 Step 1: Preparing a CSV data file

To generate an import file for MomentumPro we must first prepare a CSV data file containing valid

data. Considering our Supplier Products example, data would normally be provided by your supplier in

their own preferred format. This data must therefore be altered to a format that the MomentumPro

Transform Tool understands. An application such as Microsoft Excel is generally ideal for this

purpose as it enables us to easily arrange columnar data and export or save it in a CSV (Comma

Delimited) data file. For simplicity we will assume that Microsoft Excel is being used to prepare your

supplier product data file, we will also assume a basic understanding of the Excel product.

When creating a data file using Microsoft Excel one thing to be wary of is the format of the cells

containing your data. If for example your supplier provides you with product data in a CSV data file or

in some other text base file format when the file is opened or imported into Excel you must ensure

that each column of data is assigned an appropriate cell format before manipulated or resaving the

file. A column of data containing product codes for example must be formatted as text to ensure that

Excel does not apply its own default characteristics to the product codes contained in the cells. If the

correct format is not assigned to each column your data may be unintentionally corrupted.

When you have your data loaded into Excel and the correct cell formats have been applied it is a good

idea to ensure you have a saved copy of the data before you attempt to manipulate the data format.

When saving the data at this point it is generally best to use the Excel spreadsheet file format native

to your version of Microsoft Excel. This will ensure the data is not altered in any way by the save

operation.

The supplier product data can now be organised into the columns you wish to import into

MomentumPro. To achieve this you must first remove from the supplier‟s data any columns of data

you do not wish to import into MomentumPro. You must then insert a row at the top of the

spreadsheet (or replace any existing headers) with the column headers required by the transform tool.

The required column headers are listed in the table below and each column corresponds with a field

from the Supplier Product details in MomentumPro.


Please note that it is not necessary to include all the columns in your data file, you are only required to

include the columns that are identified for the data format as mandatory. The order of the columns in

your data file is also not important. However you must ensure that the individual headers are provided

exactly as shown in the CSV Column Label column of the data format table. In addition the column

headers must not have any spaces, and must be provided with capital and lower case letters as

shown. An incorrectly specified column header will not be recognised by the MomentumPro and will

therefore not be imported.

Once you have applied column headings from the data format table (refer to the Supplier Product

Import section in this document) to each of the columns in your data file you may save or export the

data as a CSV (Comma delimited) file.

Below is a simple example of supplier product data ready to be saved as a CSV data file. This example

shows the minimum columns required to import supplier products and prices and create new supplier

product codes. The example could be simplified even further by removing the Description column if

we assume that all the supplier products already exist in MomentumPro and we are simply wishing to

update the buy price for each product. Note that the first row of data contains the headers for each

column.

SupplierProductCode Description BuyPrices-BuyPrice

X1-WH X1 Widget Handle 120.76

C20-DD-2IN C20 Doodad 2” 5.51

H1000-MB H1000 Mega Bit 67.20

Note in the above example the description for the second supplier product includes a „“‟ character. For Microsoft Excel to correctly generate the CSV data file it is vital that the cell format for this column be set to Text. Similarly, the SupplierProductCode column should also be assigned a cell format of Text.

This is because typically product codes can be recorded with long numeric codes, if the default Excel format (General) is used the numeric codes will be automatically altered by Excel to an exponential notation resulting in incorrect or corrupted product codes when the file is saved in CSV data format.

When the CSV data file generated for the above example is opened using Microsoft Notepad or a

similar text editor the data will display as follows.

Once the supplier product data has been exported or save in the CSV data format it is ready to be converted to an XML import file using the MomentumPro Transform Tool.

2.2 Step 2: Converting the CSV data file to XML

The transform tool will convert the CSV data file prepared in Step 1 to the XML format required for importing into MomentumPro. If you have used the transform tool for a previous MomentumPro Enterprise V3.1 release you must ensure that you have updated your copy of MTransform.exe from latest version in the MomentumPro 7.02.00 installation folder before attempting to convert the supplier product data file.

When MTransform.exe is executed the screen below will be displayed, you must first select the source file to be converted (i.e. the CSV data file from Step 1) via the Browse... button.

SupplierProductCode,Description,BuyPrices-BuyPrice

X1-WH,X1 Widget Handle,120.76

C20-DD-2IN,”C20 Doodad”””,5.51

H1000-MB,H1000 Mega Bit,67.2


The results file path will be automatically defaulted once the source file has been selected and will be generated using the same folder and file name as the source file with an „.xml‟ file extension in place of the „.csv‟ extension. If you would like to specify a different result file path you can do so via the Save as... button.

The transform method must then be selected from the combo-box list via the downward facing arrow beside the Use transform field. In this case we want to transform supplier product data so we select Supplier Products from the transform options as shown below.


Finally we simply select the Transform button at the bottom of the screen to complete the operation

and generate the XML import file to the results file path specified.

If the CSV data file has been correctly prepared the transform will be completed and the following message window will be displayed.

The resulting Supplier Products XML file is now ready to be imported into MomentumPro.

A transform performed using the example CSV data file shown in Step 1 will generate the following Supplier Products XML data file. The column headers recorded in the CSV data file have been interpreted by the transform tool to generate the XML file in the required format.


<?xml version="1.0" encoding="utf-8"?>

<Data xmlns = "urn:MomentumPro-Schemas">

<SupplierProduct>

<SupplierProductCode>X1-WH</SupplierProductCode>

<Description>X1 Widget Handle</Description>

<BuyPrices>

<BuyPrice>120.76</BuyPrice>

</BuyPrices>

<RecommendedSellPrices>

<BasePrices/>

<RetailPrices/>

</RecommendedSellPrices>

</SupplierProduct>

<SupplierProduct>

<SupplierProductCode>C20-DD-2IN</SupplierProductCode>

<Description>C20 Doodad 2"</Description>

<BuyPrices>


</BuyPrices>


<BasePrices/>

<RetailPrices/>


</SupplierProduct>

<SupplierProduct>

<SupplierProductCode>H1000-MB</SupplierProductCode>

<Description>H1000 Mega Bit</Description>

<BuyPrices>


</BuyPrices>


<BasePrices/>

<RetailPrices/>


</SupplierProduct>

</Data>

momentumpro MomentumPro Data Import Formats 11

3. MomentumPro Data Import Formats

3.1 Chart of Account User Fields Import

CSV COLUMN LABEL DESCRIPTION COMMENTS

AccountNumber Chart Account

§

This column is mandatory for

all import files.

UserField_# User Field to be updated §§

This column must repeat for each user field to be updated. The # is replaced with the user field id number for each column.

§ - Denotes a mandatory column required for all imports

§§ - A minimum of one column is required for the import

Example Spreadsheet Column Data

AccountNumber UserField_1 UserField_2

00620 1000.00 678 AUT

00810 20000.00

Example CSV Data

Example XML generated by Transform



<ChartOfAccount>

<AccountNumber>00620</AccountNumber>

<UserFields>

<UserField id=1>1000.00</UserField>


</UserFields>

</ChartOfAccount>

<ChartOfAccount>


<UserFields>


<UserField id=2></UserField>

</UserFields>

</ChartOfAccount>

</Data>

AccountNumber,UserField_1,UserField_2

00620,1000.00,”678 AUT”

00810,20000.00,


3.2 Customer Master Import


Account Customer Account §

This column is mandatory for all import files.

Name Customer Name §§

This column is mandatory for new customers only.

Abbreviation Customer Abbreviation

CustomerType Account Type (A, F, I, C, D)

ParetoClass Pareto Classification (A, B, C, D, E)

Owner Owner‟s name

FreightCode Freight Code

Bank Bank Code (e.g. NAB)

Branch Bank Branch

Payee Payee name

Currency Account Currency

CustomerPriceCode Customer Price Code

PriceSchedule Price Schedule

OverridePriceSchedule Override Price Schedule

SalesCategory Sales Category

Territory Territory Code

SalesRepID Sales Rep User ID

SalesEntity Sales Entity

WarehouseEntity Warehouse Entity

UserField1 User Defined Field 1






Address1 Postal Address line 1


City Postal Address City

PostCode Postal Address Postal

Code



State Postal Address State

Country Postal Address Country

TaxClass Tax Classification

TaxExemptRef Tax Exempt Reference

CreditType Credit Arrangement code

CreditLimit Account Credit Limit

CompanyNumber Company Number (ACN)

BusinessNumber Business Number (ABN)

PhoneNumber Primary Phone number for customer

MobileNumber Primary Mobile number for customer

FaxNumber Primary Fax number for customer

EmailAddress Primary Email address for customer

WebAddress Customer Web Address (URL)

IncludeBOProcessing Include in Backorder Processing flag

Provide as „Yes‟ or „No‟ to specify if the customer will be included in Backorder Processing Runs.

Contact-TypeDescription Contact Type (Sales, Accounts, Service, Admin

or Other)

Only one contact may be recorded for each line in the

CSV file. To load multiple contacts for a single customer a separate

CSV line must be added for each contact and each line must include an Account number in addition to the

required contact details.

Contact-Primary Primary Contact for type

flag

Contact-ContactName Contact Name

Contact-Title Contact Title

Contact-Salute Contact Salutation

Contact-Address1 Contact Address line 1

Contact-Address2 Contact Address line 2

Contact-City Contact Address City

Contact-PostCode Contact Address Postal Code

Contact-State Contact Address State

Contact-FirstName Contact First Name

Contact-LastName Contact Surname

Contact-EmailAddress Contact Email Address

Contact-PhoneNumber Contact Phone Number

Contact-FaxNumber Contact Fax Number



Contact-MobileNumber Contact Mobile Number

Delivery-Site Site Code Only one delivery site may be recorded for each line in the CSV file. To load multiple deliveries for

a single customer a separate CSV line must be added for each delivery and each line must include an Account number in addition to required delivery details.

Delivery-Primary Site Delivery Address flag

Delivery-Name Site Address Name

Delivery-Address1 Site Address line 1

Delivery-Address2 Site Address line 2

Delivery-City Site Address City

Delivery-PostCode Site Address Postal Code

Delivery-State Site Address State

Delivery-Country Site Address Country

Delivery-SiteContact Site Site Contact

Delivery-PhoneNumber Site Phone Number

Delivery-FaxNumber Site Fax Number

Delivery-MobileNumber Site Mobile Number

Delivery-EmailAddress Site Email Address

Delivery-Territory Site Territory

Delivery-SalesRepID Site Sales Rep User ID

Delivery-SalesEntity Site Sales Entity

Delivery-DefaultWarehouse Site Default Warehouse

Delivery-FreightCode Site Freight Code

Delivery-SendVia Site Send Via

Delivery-Carrier Site Carrier

Delivery-FreightAccount Site Freight Account

Delivery-Shipping Site Shipping Instructions


§§ - Denotes a mandatory column required for new records


Example CSV Data




<Customer>

<Account>000001</Account>

<Name>Alchemy Distributors</Name>

<Abbreviation>alchemy</Abbreviation>

<Address1>PO Box 2519</Address1>

<City>Sydney</City>

<PostCode>2001</PostCode>

<State>NSW</State>

<Country>Australia</Country>

<WebAddress>www.alchemy.com.au</WebAddress>

<CompanyNumber>123 456 789</CompanyNumber>

<BusinessNumber>62 009 231 592</BusinessNumber>

<SalesRepID>10</SalesRepID>

<EmailAddress>[email protected]</EmailAddress>

<PhoneNumber>02 9558 5547</PhoneNumber>

<FaxNumber>02 9558 5548</FaxNumber>

<Contacts>

<Contact>

<TypeDescription>Sales</TypeDescription>

<Primary>Yes</Primary>

<Contact>Sam Bruton</Contact>

<Title>Sales Manager</Title>

<Salute>Mr</Salute>

<FirstName>Sam</FirstName>

<LastName>Bruton</LastName>


<City>Sydney</City>


<State>NSW</State>




<MobileNumber>0402 234 443</MobileNumber>

</Contact>

</Contacts>

</Customer>

</Data>

Account,Name,Abbreviation,Address1,City,PostCode,State,Country,WebAddress,CompanyNum

ber,BusinessNumber,SalesRepID,EmailAddress,PhoneNumber,FaxNumber,Contact-

TypeDescription,Contact-Primary,Contact-Title,Contact-Salute,Contact-FirstName

,Contact-LastName,Contact-Address1,Contact-City,Contact-PostCode,Contact-State

,Contact-EmailAddress,Contact-PhoneNumber,Contact-FaxNumber,Contact-MobileNumber

000001,”Alchemy Distributors”,alchemy,”PO Box 2519”,Sydney,2001,NSW,Australia,

www.alchemy.com.au,”123 456 789”,”62 009 231 592”,10, [email protected],”02 9558

5547”,”02 9558 5548”,Sales,Yes,”Sam Bruton”,”Sales Manager”,Mr,Sam,Bruton, ”PO Box

2519”,Sydney,2001,NSW,[email protected],”02 9558 5547”,”02 9558 5548”,”0402 234

443”


3.3 Customer User Fields Import


AccountNumber Customer Account §



This column must repeat for each user field to be updated. The # is replaced with the user

field id number for each column.





004320 VIP 15/02/2001

001654 Standard 20/03/2010

Example CSV Data




<Customer>


<UserFields>

<UserField id=1>VIP</UserField>

<UserField id=2>15/02/2001</UserField>

</UserFields>

</Customer>

<Customer>


<UserFields>

<UserField id=1>Standard</UserField>

<UserField id=2>20/03/2010</UserField>

</UserFields>

</Customer>

</Data>


004320,VIP,15/02/2001

001654,Standard,20/03/2010


3.4 Price Schedule Import


PriceScheduleCode Price Schedule Code

§

This column is mandatory for all import records.

Product-Type Product Price Type (price,

discount, costplus)

§§

This column is mandatory for new records only.

Product-ProductCode Product Code

Product-ProductGroup Product Group

Product-Value Product price or

precentage

ProductFuture-Date Future Product Price Date

(DD/MM/YYYY)

ProductFuture-Value Future Price or

Percentage

ProductBreak-Type_# Product Price Break Type

(price, percentage)

These columns repeat up to 5

times in the CSV data for each Product Break level in the XML file. The # is replaced with a value 1 – 5 to reflect the applicable break level to be loaded.

ProductBreak-Active_# Product Price Break Active

flag (Yes, No)

ProductBreak-Quantity_# Product Price Break

Quantity

ProductBreak-Value_# Product Price Break Price

or Percentage

ProductBreakFuture-Value_# Future Product Price

Break Price or Percentage

ProductPriceCode-Type Price Code Price Type

(discount, costplus)

§§§

ProductPriceCode-PriceCode Price Code

ProductPriceCode-Value Price Code percentage

ProductPriceCodeFuture-Date Future Price Code Date

(DD/MM/YYYY)

ProductPriceCodeFuture-Value Future Price Code

percentage

ProductPriceCodeBreak-Active_# Price Code Price Break

Active (Yes, No)

These columns repeat up to 5

times in the CSV data for each Price Code Break level in the XML file. The # is replaced with a value 1 – 5 to reflect the

applicable break level to be loaded.

ProductPriceCodeBreak-Quantity_# Price Code Price Break

Quantity

ProductPriceCodeBreak-Value_# Price Code Price Break

percentage

ProductPriceCodeBreakFuture-Value_#

Price Code Price Break

Future percentage


§§ - Denotes a mandatory column required for product price records

§§§ - Denotes mandatory column required for price code records


Example CSV Data




<PriceSchedule>

<PriceScheduleCode>0609SPEC</PriceScheduleCode>

<Product Type="discount">

<ProductCode>10075L</ProductCode>

<ProductGroup>AUBS01</ProductGroup>

<Value>25</Value>

<Future>

<Date>15/06/2009</Date>

<Value>20</Value>

</Future>

<Breaks>

<Break Level="1" Type="percentage">

<Active>yes</Active>

<Quantity>50</Quantity>

<Value>26</Value>

<Future>

<Value>21</Value>

</Future>

</Break>

</Breaks>

</Product>

<ProductPriceCode Type="discount">

<PriceCode>A01</PriceCode>

<Value>15</Value>

<Future>

<Date>15/06/2009</Date>

<Value>10</Value>

</Future>

</ProductPriceCode>

</PriceSchedule>

</Data>

PriceScheduleCode,Product-Type,Product-ProductCode,Product-ProductGroup,Product-

Value,ProductFuture-Date,ProductFuture-Value,ProductBreak-Type_1,ProductBreak-

Active_1,ProductBreak-Quantity_1,ProductBreak-Value_1,ProductBreakFuture-

Value_1,ProductPriceCode-Type,ProductPriceCode-PriceCode,ProductPriceCode-

Value,ProductPriceCodeFuture-Date,ProductPriceCodeFuture-Value

0609SPEC,discount,10075L,AUBS01,25,15/06/2009,20,percentage,yes,50,26,21,discount,A0

1,15,15/06/2009,10


3.5 Product Master Import


ProductCode Product code

§


ProductGroup Product Group

§


Description Product description

§§

This column is mandatory for new records only.

DetailDescription1 Extended description line

1


2


3

Created Create date

(DD/MM/YYYY)

PrintSequence Product Print Sequence

Barcode Product Barcode

Active Active flag (Yes, No)

ProductType Product Type Code (B, C,

D, E, H, L, N, O, S, W)

B-Buy In, D – Dead stock, E –

Exchange Item, H – 2nd Hand, L – Labour, N – New Item, O – Promo Item, S- Sundry Item, W – Wrecking Item

UnitofMeasure Stocking Unit Code

LotSerialTrack Lot/Serial Tracked code

(N, SP, SF, LF)

N – None, SP – Partial Serial,

SF – Full Serial, LF – Lot Tracked

ProductCategory Product Category

ParetoClass Pareto classification (A, B,

C, D, E)

DisplayOnly Sundry product Display

only flag (Yes, No)

BuyingUnit Buying Unit Code

UnitConversion Conversion factor (Buy

unit to Stock Unit)

BuyMultiples Buy Multiples quantity

StockMultiples Stock Multiples quantity

DutyCode Duty Code

Tariff Import tariff code

ReorderWarning Reorder warning message

SellMultiples Sell Multiples quantity

AllowedOverSupply Allowed Over Supply

percentage



SellWarning Sales warning message

Deposit Deposit Item flag (Yes,

No)

DepositAmount Exchange Deposit amount

ProductTerms Product Terms code

StorageCode Storage Code

DangerCode Dangerous goods code

ShelfLife Product Shelf Life (Days)

Weight Product weight

Volume Product volume

Cubic Product Cubic size

RevenueOverrideAccount Revenue override posting

account

RevenueOverrideSubAccount Revenue override sub

account

ExpenseOverrideAccount Expense override posting

account

ExpenseOverrideSubAccount Expense override sub

account

AssetOverrideAccount Asset override posting

account

AssetOverrideSubAccount Asset override sub

account

SupplierBarcoded Supplier Barcoded flag

(Yes, No)

IncludeonPriceList Include on Price List flag

(Yes, No)

ServiceItem Service Item flag (Yes,

No)

BasePrice Base Price

PreviousBasePrice Previous Base Price

RetailPrice Retail Price

PreviousRetailPrice Previous Retail Price

FutureDate Future Price effective date

FutureBasePrice Future Base Price

FutureRetailPrice Future Retail Price

ProductPriceCode Product Price Code

Price Per Price per quantity



AllowPriceOverride Allow Price Override flag

(Yes, No)

SurchargeCode Product Surcharge code

BreakQuantity1 Break Quantity 1





BreakBasePrice1 Break Base Price 1





BreakBasePercent1 Break Base Percentage 1





BreakRetailPrice1 Break Retail Price 1





BreakRetailPercent1 Break Retail Percentage 1





FutureBreakBasePrice1 Break Future Base Price 1







FutureBreakBasePercent1 Break Future Base

Percentage 1


Percentage 2


Percentage 3


Percentage 4


Percentage 5

FutureBreakRetailPrice1 Break Future Retail Price

1


2


3


4


5

FutureBreakRetailPercent1 Break Future Retail

Percentage 1


Percentage 2


Percentage 3


Percentage 4


Percentage 5

SupplierAccount Main supplier account

SupplierWarehouse Main supplier warehouse

SupplierProduct Main supplier product

UserField1 User defined field 1









Example CSV Data




<Product>

<ProductCode>BR1000</ProductCode>

<ProductGroup>GEMS01</ProductGroup>

<Description>Bracket Assembly</Description>

<BasePrice>10.45</BasePrice>

<RetailPrice>15.00</RetailPrice>

<SurchargeCode>X21</SurchargeCode>

<UserField1>Blue</UserField1>

<UserField2>Long</UserField2>

</Product>

<Product>

<ProductCode>EZ9</ProductCode>


<Description>EZ9 Oil Filter</Description>

<SupplierAccount>000036</SupplierAccount>

<SupplierProduct>Z9</SupplierProduct>

<UserField1>Red</UserField1>

<UserField4>Litres</UserField4>

</Product>

</Data>

ProductCode,ProductGroup,Description,BasePrice,RetailPrice,SurchargeCode,UserField1,

UserField2

BR1000,GEMS01,”Bracket Assembly”,10.45,15.00,X21,Blue,Long

EZ9,GEMS01,”EZ9 Oil Filter”,000036,Z9,Red,Litres


3.6 Product User Fields Import


ProductCode Product Code §


ProductGroup Product Group §



This column must repeat for each user field to be updated. The # is replaced with the user field id number for each column.




ProductCode ProductGroup UserField_1 UserField_2

10075L AUBS01 Blue 5.70

X-DX100 GEMS01 Grey 0.67

Example CSV Data




<Product>

<ProductCode>10075L</ProductCode>

<ProductGroup>AUBS01</ProductGroup>

<UserFields>

<UserField id=1>Blue</UserField>


</UserFields>

</Product>

<Product>

<ProductCode>X-DX100</ProductCode>


<UserFields>

<UserField id=1>Grey</UserField>


</UserFields>

</Product>

</Data>

ProductCode,ProductGroup,UserField_1,UserField_2

10075L,AUBS01,Blue,5.70

X-DX100,GEMS01,Grey,0.67


3.7 Product Rename Import


OldProductCode Product Code to rename §

Each row must include OldProductCode, OldProductGroup and NewProductCode

OldProductGroup Group Code of product to rename §

NewProductCode New Product Code §

NewProductGroup New Group Code for product

Leave blank to use OldProductGroup

NewPrintSequence New Print Sequence Leave blank to use NewProductCode

UpdateCrossReference Update Cross Reference Alternates flag

Provide as „Yes‟ or „No‟ to identify if an alternate

reference will be created for the old product code. Default „No‟

ReferenceComment Cross Reference Alternate comment

Leave blank for no comment

UpdateSupplierProducts Update Supplier Products flag

Provide as „Yes‟ or „No‟ to identify if matching supplier product codes will be renamed. Default „No‟



OldProductCode OldProductGroup NewProductCode NewProductGroup

IMP-001 AUBS01 IMP-101

XD100 GEMS02 XS5-D100 AUSL10

Example CSV Data

OldProductCode,OldProductGroup,NewProductCode,NewProductGroup

IMP-001,AUBS01,IMP-101,

XD100,GEMS02,XS5-D100,AUSL10





<Product>

<OldProductCode>IMP-001</OldProductCode>

<OldProductGroup>AUBS01</OldProductGroup>

<NewProductCode>IMP-101</NewProductCode>

<NewProductGroup></NewProductGroup>

</Product>

<Product>

<OldProductCode>XD100</OldProductCode>

<OldProductGroup>GEMS02</OldProductGroup>

<NewProductCode>XS5-D100</NewProductCode>

<NewProductGroup>AUSL10</NewProductGroup>

</Product>

</Data>


3.8 Prospect Master Import


Account Prospect account code

§


Name Prospect name

§§

This column is mandatory for new prospects only.

Abbreviation Prospect account

abbreviated name





Code



DeliveryAddress1 Delivery Address line 1

DeliveryAddress2 Delivery Address line 2

DeliveryCity Delivery Address City

DeliveryPostalCode Delivery Address Postal

Code

DeliveryState Delivery Postal Address

State

PhoneNumber Prospect‟s phone number

MobileNumber Prospect‟s mobile phone

number

FaxNumber Prospect‟s fax number

EmailAddress Prospect‟s email address

WebAddress Prospect‟s Web Address

SalesRepID Prospect Sales Rep ID

number

Territory Prospect Sales Territory

code









Contact-TypeDescription Contact Type (Sales,

Accounts, Service, Admin,

Other)

Only one contact may be

recorded for each line in the CSV file.

To load multiple contacts for a single customer a separate CSV line must be added for each contact and each line must include an Account number in addition to the

required contact details.

Contact-Primary Primary Contact (Yes, No)

Contact-Contact Contact Name



Contact-Address1 Contact Address Line 1



Contact-PostCode Contact Address Postal

Code


Contact-FirstName Contact‟s First Name

Contact-LastName Contact‟s Last Name

Contact-EmailAddress Contact‟s Email Address

Contact-PhoneNumber Contact‟s Phone Number

Contact-FaxNumber Contact‟s Fax Number

Contact-MobileNumber Contact‟s Mobile Phone

Number



Example CSV Data

Account,Name,Abbreviation,Address1,City,PostCode,State,Country,WebAddress,

EmailAddress,PhoneNumber,FaxNumber,Contact-TypeDescription,Contact-Primary, Contact-

Title,Contact-Salute,Contact-FirstName ,Contact-LastName,Contact-

EmailAddress,Contact-MobileNumber

008976,” Bells Products”,bells,”PO Box 3342”,Sydney,2001,NSW,Australia,

www.bellsproducts.com.au,[email protected],”02 9343 2333”,”02 9343

8766”,Sales,Yes,”George Hammel”,”Parts Manager”,Mr,George,Hammel,

[email protected],”0413 444 565”





<Prospect>


<Name>Bells Products</Name>

<Abbreviation>bells</Abbreviation>


<City>Sydney</City>


<State>NSW</State>


<WebAddress>www.bellsproducts.com.au</WebAddress>




<Contacts>

<Contact>

<TypeDescription>Sales</TypeDescription>


<Contact>George Hammel</Contact>

<Title>Parts Manager</Title>

<Salute>Mr</Salute>

<FirstName>George</FirstName>

<LastName>Hammel</LastName>



</Contact>

</Contacts>

</Prospect>

</Data>


3.9 Prospect User Fields Import


AccountNumber Prospect Account §









001020 Engineering 210.27

016640 Industrial 380.10

Example CSV Data




<Prospect>


<UserFields>

<UserField id=6>Engineering</UserField>


</UserFields>

</Prospect>

<Prospect>


<UserFields>

<UserField id=6>Industrial</UserField>


</UserFields>

</Prospect>

</Data>


001020,Engineering,210.27

016640,Industrial,380.10


3.10 Stock take Count Import


ProductCode Product Code §§

A product code and group code are required for each row if a barcode is not provided. ProductGroup Product Group

§§

Barcode Product Barcode §§

Quantity Count Quantity §

A Count Quantity is mandatory for each row.

Bin Bin Location

Cost Cost value A cost value may be recorded for products added to the

stock take

Comment Comment

LotSerials-LotSerialNumber Lot/Serial number To record multiple serial or lot

numbers for the same product item separate rows must be entered for each. The count quantity must be 1 for each serial tracked item.

Expiry dates must be provided in the format DD/MM/YYYY

Description Lot Description

LotSerials-Quantity Lot/Serial Count Quantity

LotSerials-Cost Lot Cost value

LotSerials-ExpiryDate Lot Expiry Date

§ - A count quantity is required for each row

§§ - Either a product code and group are required or a barcode for each row


Barcode Quantity Bin

9381203475313 10 A001

9381203432412 6 B007

9381205543231 1243 D105

Example CSV Data

Barcode,Quantity,Bin

9381203475313,10,A001

9381203432412,6,B007

9381205543231,1243,D105





<StocktakeLine>

<Barcode>9381203475313</Barcode>


<Bin>A001</Bin>

</StocktakeLine>

<StocktakeLine>



<Bin>B007</Bin>

</StocktakeLine>

<StocktakeLine>



<Bin>D105</Bin>

</StocktakeLine>

</Data>


3.11 Supplier Master Import


Account Supplier account code

§


Name Supplier name

§§

This column is mandatory for new suppliers only.

Abbreviation Supplier account

abbreviated name

SupplierType Supplier Type code (A, F,

I, S)

ParetoClass Pareto Classification

Owner Owner‟s name

FreightCode Supplier‟s Freight code

Bank Bank Code

Branch Bank Branch

Payee Payee name

AccountName Bank account name

Currency Supplier currency code

Category Supplier order category

code

Entity Entity code – For Internal

accounts

WarehouseEntity Warehouse code – For

Internal accounts











Code





CompanyNumber Supplier‟s company

number (e.g. ACN)

BusinessNumber Supplier‟s Business

Number (e.g. ABN)

PhoneNumber Supplier‟s phone number

MobileNumber Supplier‟s mobile phone

number

FaxNumber Supplier‟s fax number

EmailAddress Supplier‟s email address

WebAddress Supplier‟s Web Address

Contact-TypeDescription Contact Type (Sales,

Accounts, Service, Admin,

Other)

Only one contact may be recorded for each line in the

CSV file. To load multiple contacts for a single customer a separate CSV line must be added for

each contact and each line must include an Account number in addition to the required contact details.

Contact-Primary Primary Contact (Yes, No)

Contact-Contact Contact Name




Contact-PostCode Contact Address Postal

Code




Contact-FirstName Contact‟s First Name

Contact-LastName Contact‟s Last Name

Contact-EmailAddress Contact‟s Email Address

Contact-PhoneNumber Contact‟s Phone Number

Contact-FaxNumber Contact‟s Fax Number

Contact-MobileNumber Contact‟s Mobile Phone

Number

Delivery-Site Delivery Site code Only one delivery site may be

recorded for each line in the CSV file. To load multiple deliveries for

a single customer a separate CSV line must be added for each delivery and each line must include an Account number in addition to required delivery details.

Delivery-Primary Primary Delivery Site

(yes, no)

Delivery-Name Delivery name

Delivery-Address1 Delivery address line 1

Delivery-Address2 Delivery address line 2



Delivery-City Delivery address city

Delivery-PostCode Delivery address postal

code

Delivery-State Delivery address state

Delivery-Country Delivery address country

Delivery-SiteContact Delivery site contact

name

Delivery-PhoneNumber Delivery site phone

number

Delivery-FaxNumber Delivery site fax number

Delivery-MobileNumber Delivery site mobile

phone number

Delivery-EmailAddress Delivery site email

address

Delivery-FreightCode Delivery freight code

Delivery-SendVia Delivery send via (e.g.

Road, Air, Sea etc.)

Delivery-Carrier Delivery carrier name

Delivery-FreightAccount Delivery freight account

number

Delivery-Shipping Delivery shipping

instructions



Example CSV Data

Account,Name,Abbreviation,Address1,City,PostCode,State,Country,WebAddress,CompanyNum

ber,BusinessNumber,EmailAddress,PhoneNumber,FaxNumber,Contact-

TypeDescription,Contact-Primary,Contact-Title,Contact-Salute,Contact-

FirstName,Contact-LastName,Contact-Address1,Contact-City,Contact-PostCode,Contact-

State,Contact-EmailAddress,Contact-PhoneNumber,Contact-FaxNumber,Contact-

MobileNumber

000374,”Acme Supplies Pty Ltd”,acme,”PO Box 675”,Melbourne,3001,VIC,Australia,

www.acmesuppliespl.com.au,”348 387 377”,”55 008 341 778”,

[email protected],”03 4343 6675”,”03 9876 9876”,Accounts,Yes,”Sarah

Anderson”,”Accounts Payable”,Ms,Sarah,Anderson,”PO Box 675”,Melbourne,3001,VIC,

[email protected],”03 4343 6675”,”03 9876 9876”,”0488 564 765”





<Supplier>


<Name>Acme Supplies Pty Ltd</Name>

<Abbreviation>acme</Abbreviation>


<City>Melbourne</City>


<State>VIC</State>


<WebAddress>www.acmesuppliespl.com.au</WebAddress>

<CompanyNumber>348 387 377</CompanyNumber>

<BusinessNumber>55 008 341 778</BusinessNumber>




<Contacts>

<Contact>

<TypeDescription>Accounts</TypeDescription>


<Contact>Sarah Anderson</Contact>

<Title>Accounts Payable</Title>

<Salute>Ms</Salute>

<FirstName>Sarah</FirstName>

<LastName>Anderson</LastName>


<City>Melbourne</City>


<State>VIC</State>





</Contact>

</Contacts>

</Supplier>

</Data>


3.12 Supplier Products Import


SupplierProductCode Supplier‟s product code §


Description Supplier‟s product description §§

This column is mandatory for new supplier products only.

Barcode Supplier‟s product barcode

StartDate Price effective start date (DD/MM/YYYY)

EndDate Price effective end date (DD/MM/YYYY)

UnitOfMeasure Buying Unit of measure

UnitConversion Unit conversion factor (Buy unit to stock unit)

BuyMultiples Buy Multiple quantity

MinimumOrderQuantity Minimum Order quantity

PricePer Price per quantity

ProductPriceCode Product Price Code

QuantityOnHand Supplier‟s quantity on

hand

TaxRate Supplier‟s Product Tax Rate

DutyCode Duty code for the product

Weight Weight of the product

Cubic Cubic size of the product

Volume Volume of the product

UserCategory1 User defined category 1 The user defined categories

may used to record data elements that do not suit any of the provided fields. Up to 20 characters of text may be recorded in each field.

UserCategory2 User defined category 2





ProductCode Your inventory product code

ProductGroup Your inventory product group code

MainSupplier Main Supplier flag (Yes, No)

BuyPrices-BasePrice Supplier‟s Base price

BuyPrices-DiscountPercentage Supplier‟s Discount %

BuyPrices-BuyPrice Supplier‟s Buy Price



BuyPricesBreaks-Type_# Supplier‟s Buy price break

price type (Price, Discount)

These three columns may

repeat up to 5 times in the CSV data for each Buy Price

Break level in the XML file. The # is replaced with a value 1 – 5 to reflect the applicable break level to be loaded.

BuyPricesBreaks-Quantity_# Supplier‟s Buy price break quantity

BuyPricesBreaks-Value_# Supplier‟s Buy price break price or discount %

BuyPrices-OverridePercentage Override Automatic Price update % for Buy Price

RecBasePrices-BasePrice Supplier‟s recommended base selling price

RecBasePricesBreaks-Type_# Supplier‟s recommended base price break type (Price, Discount)

These three columns may repeat up to 5 times in the CSV data for each Recommended Base Price Break level in the XML file. The # is replaced with a value

1 – 5 to reflect the applicable

break level to be loaded.

RecBasePricesBreaks-Quantity_# Supplier‟s recommended base price break quantity

RecBasePricesBreaks-Value_# Supplier‟s recommended base break price or

discount %

RecBasePrices-OverridePercentage Override Automatic Price update % for Base Price

RecRetailPrices-RetailPrice Supplier‟s recommended retail selling price

RecRetailPricesBreaks-Type_# Supplier‟s recommended retail price break type

(„Price‟ or „Discount‟)

These three columns may repeat up to 5 times in the

CSV data for each Recommended Retail Price Break level in the XML file. The # is replaced with a value 1 – 5 to reflect the applicable break level to be loaded.

RecRetailPricesBreaks-Quantity_# Supplier‟s recommended retail price break quantity

RecRetailPricesBreaks-Value_# Supplier‟s recommended

retail break price or discount %

RecRetailPrices-OverridePercentage Override Automatic Price update % for Retail Price


§§ - Denotes a mandatory column for imports containing new supplier products


SupplierProductCode Description BuyPrices-BuyPrice

X1-WH X1 Widget Handle 120.76

C20-DD-2IN C20 Doodad 2” 5.51

H1000-MB H1000 Mega Bit 67.20

Example CSV Data

SupplierProductCode,Description,BuyPrices-BuyPrice

X1-WH,X1 Widget Handle,120.76

C20-DD-2IN,”C20 Doodad”””,5.51

H1000-MB,H1000 Mega Bit,67.2





<SupplierProduct>

<SupplierProductCode>X1-WH</SupplierProductCode>

<Description>X1 Widget Handle</Description>

<BuyPrices>


</BuyPrices>


<BasePrices/>

<RetailPrices/>


</SupplierProduct>

<SupplierProduct>

<SupplierProductCode>C20-DD-2IN</SupplierProductCode>

<Description>C20 Doodad 2"</Description>

<BuyPrices>


</BuyPrices>


<BasePrices/>

<RetailPrices/>


</SupplierProduct>

<SupplierProduct>

<SupplierProductCode>H1000-MB</SupplierProductCode>

<Description>H1000 Mega Bit</Description>

<BuyPrices>


</BuyPrices>


<BasePrices/>

<RetailPrices/>


</SupplierProduct>

</Data>


3.13 Supplier User Fields Import


AccountNumber Supplier Account §








AccountNumber UserField_1 UserField_3 UserField_7

005611 Automotive 12998 1964

007653 Engineering 89787 2002

Example CSV Data




<Supplier>


<UserFields>

<UserField id=1>Automotive</UserField>

<UserField id=3>12998</UserField>


</UserFields>

</Supplier>

<Supplier>


<UserFields>

<UserField id=1>Automotive</UserField>



</UserFields>

</Supplier>

</Data>

AccountNumber,UserField_1,UserField_3,UserField_7

005611,Automotive,12998,1964

007653,Engineering,89787,2002

Documents

MomentumPro V3.1 MomentumPro XML Transform Guide Guide.pdf · familiar CSV data formats and then convert CSV data into the required XML data file. Using this tool requires no specialist