Re: Loading new Customers or Ship-to from Offline

Eric:

We do offline load of customers from a users group-job menu.  The user gets
customer information from a third-party in MS-Excel format & sends that to
the I-Series.  We then take that file & do the offline-load process.  Does
this sound like what you are looking for?

Steve Jones


                                                                           
             "Eric A. Wolf"                                                
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                                       Loading new Customers or Ship-to    
             07/08/2003 05:24          from Offline                        
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To the list,
Has anyone come up with a way to load customers or ship-tos as part of a
nightly process ie. scheduled offline load?

My customer wants to create a function to allow users (not only in the
Credit dept) to be able to load customers/shiptos in a "batch" file and
post the data using the Offline functions after having cleaned up/formatted
the data.  The reason for this request is to standardize the addresses to
follow a more stringent format.  We are trying to use a format that follows
the USPS standards and also use a product called PER/ZIP that will verify
the address and return the Zip+4 postal codes, as well as, correct any
spelling or punctuation errors. FYI - it is a neat tool for those that are
having a similar problem.

MAPICS requires the first address line to be filled in, however, the USPS
standard is that the line directly above the City/State/Postal code to be
the delivery address.   To add to this problem, the PER/ZIP product wants
to know which positions in the file being verified has the Delivery and
Seconday address.  My idea is to always use the Address line 3 for delivery
address (could be a PO Box or a street address).

My solution so far has been this: Bill-to Address Line 1 = ATTN: ACCOUNTS
PAYABLE
                                                Ship-to Address Line1=
RECEIVING DEPT.
This satisfies the MAPICS standard but to resolve the
spelling/punctuation/validation problem, I cannot use the user exit since
the Credit dept is the only one who can activate the customer, apply credit
limits, etc.  However, allowing others to create the customer alleviates
duplicate entry into a Lotus database.

Any ideas/suggestions would be appreciated...

Eric A. Wolf
Independent MAPICS Consultant
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