Import Button, via P/N Pool Header

TRAX MANUALS > Inventory > Inventory Module > Inventory, Update Menu > P/N Pool > P/N Pool Header Buttons > Import Button, via P/N Pool Header

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The Import button appears throughout TRAX and is used to quickly import files that do not exist in the system. The same process can be applied to any import found within the system.

The Import button, is used to quickly import information into the P/N Pool Header.

First, the user must prepare the file. For information regarding how to prepare the import file, refer to Preparing File For Import, via the Import Button of the System Standards Training Manual.

Criteria for P/N Pool Header/Detail Import file:

Column Name	Data Type	Limitation	Path
P/N	Alphanumeric	25	Inventory/Update/P/N Pool Detail, General tab
Owner	Alphanumeric	10	Inventory/Update/P/N Pool Header, General tab
Quantity	Numeric	6	Inventory/Update/P/N Pool Detail, General tab
Contract Number	Alphanumeric	15	Inventory/Update/P/N Pool Header, General tab Inventory/Update/P/N Pool Detail, General tab
Pool Type	Alphanumeric	10	Inventory/Update/P/N Pool Header, General tab Inventory/Update/P/N Pool Detail, General tab
Create Auto Exchange	Yes/No	N/A	Inventory/Update/P/N Pool Header, General tab Inventory/Update/P/N Pool Detail, General tab
Currency	Alphanumeric	8	Inventory/Update/P/N Pool Header, General tab Inventory/Update/P/N Pool Detail, General tab
Vendor	Alphanumeric	8	Inventory/Update/P/N Pool Header, General tab Inventory/Update/P/N Pool Detail, General tab
Location	Alphanumeric	10	Inventory/Update/P/N Pool Header, General tab Inventory/Update/P/N Pool Detail, General tab
Priority	Alphanumeric	8	Inventory/Update/P/N Pool Header, General tab Inventory/Update/P/N Pool Detail, General tab
Order Category	Alphanumeric	8	Inventory/Update/P/N Pool Header, General tab Inventory/Update/P/N Pool Detail, General tab
Condition	Alphanumeric	8	Inventory/Update/P/N Pool Detail, General, tab
G/L Company	Alphanumeric	8	Inventory/Update/P/N Pool Header, General tab Inventory/Update/P/N Pool Detail, General tab
G/L Expenditure	Alphanumeric	8	Inventory/Update/P/N Pool Header, General tab Inventory/Update/P/N Pool Detail, General tab
G/L	Alphanumeric	8	Inventory/Update/P/N Pool Header, General tab Inventory/Update/P/N Pool Detail, General tab
G/L Cost Center	Alphanumeric	8	Inventory/Update/P/N Pool Header, General tab Inventory/Update/P/N Pool Detail, General tab
Exchange Repair	Alphanumeric	8	Inventory/Update/P/N Pool Detail, General, tab
Unit Cost	Numeric	15	Inventory/Update/P/N Pool Detail, General, tab
Return P/N Within Days	Numeric	3	Inventory/Update/P/N Pool Header, General tab Inventory/Update/P/N Pool Detail, General tab
Lead Days	Numeric	3	Inventory/Update/P/N Pool Header, General tab Inventory/Update/P/N Pool Detail, General tab
Exclusion	Yes/No	N/A	Inventory/Update/P/N Pool Header, General tab Inventory/Update/P/N Pool Detail, General tab
Expenditure	Alphanumeric	20	Inventory/Update/P/N Pool Header, General tab Inventory/Update/P/N Pool Detail, General tab

From the P/N Pool Header, select the Import button. TRAX displays the Import From File window.

Once the path is specified, select the Import button.

Complete all of the Import steps.

For information regarding how to Import a file, refer to Importing a File via Import Button of the System Standards Training Manual.

The information from the .txt file is imported into the P/N Pool as shown below:

P/N Pool Header:

P/N Pool Detail: