The easiest way to see the file layout for importing Vendors is to export an existing vendor. You can do this from sample data if you do not have an AP data set already defined. Choose to include a Header file to more easily see the order of fields required.

In the Import Vendors function, on the second screen (Import field selection), the right side contains the same list of fields required for importing. If you click on a specific field, the field format is diplayed below. You can determine if a string/date/number is expected as well as the field length.

The Control Acct set and Terms code fields are both Strings, so they must be surrounded with quotes. The Vendor Status field is a number of maximum 2 digits, so no quotes are expected.

Regards,
Softrak Support

Hello Richard

We are referring to the importing dats (the exported file), not the field default values in the import field properties screen.

In addition, the most important thing to ensure (prior to importing the records in ANY format) is that the DESTINATION database has the same control accounts set up as the SOURCE records you are importing. This means that if the criteria does not already exist in the destination database, you should create new control accounts to match the records you are importing.

You should also ensure that other required criteria exists as well. This includes:

Terms Code(s)
Distribution Code(s)
Bank ID(s)

Basically, any other setup criteria that you have chosen to export should already exist in the destination database as well, such as the GL Account and/or Dept that is used in the Vendor's file, if you have exported it and if you are integrated with G/L.

Hope this helps!

Regards
Softrak Support

[This message has been edited by Softrak Support (edited 01-08-2002).]