Materials and Material to Store Authorization Upload

Material/Stores Upload

The Material/Store upload is used to add/update materials, material to store associations, and shipping details.

There are two buttons on the Materials Management toolbar to access the uploads. Both of these buttons access the same upload from different tabs.

Materials Tab Stores Tab

To get started click the Material/Store Upload button. The Upload Material/Store Authorizations dialog box is opened.

Click the Template link to download the template for the material/store upload locally and open the template.

The upload template contains

1 list tab where the material and store information is entered, and

5 support tabs with support information for the list tab.

List - list of materials by store and associated shipping information for the call form
Warehouses - current warehouse ids
Products - BDS Warehouse product id/names
Waves - list of waves for the call form
Carriers - list of carriers by name and id
Destinations - ids for the three current destinations types

Materials/Store Authorization Upload Template fields and features

The upload template was created to enable users to:

Add materials
Add material to store authorizations
Update materials
Update material/store shipping information for external shipments
Delete materials to store authorizations

The Upload required columns are determined by which Warehouse is shipping the products.

Irvine - Internal BDS warehouse
Client - An external or 3rd party warehouse
Distribution Center - An external or 3rd party warehouse

The first 5 template columns determine if the row is an Irvine or Client/Distribution Center warehouse product. The requirement is listed with the field name.

Product Code - required for Irvine only, code from BDS warehouse system
- Products tab provides IDs
Material ID - required for Irvine or Client/Distribution Center, specifies an existing material, the other three columns are not needed if this one is used.
External Product ID - always optional
Product Name - Client/Distribution Center only, always required if a product code and material ID are not provided
Warehouse ID - required for Irvine, or Client/Distribution Center
- Warehouses tab provides IDs

Action column - What action is being performed?

Add/Update - this is the default when the action column is left blank
Delete - the word delete needs to be entered to delete a material store authorization

The remaining template columns provide supporting details for an Add/Update or Delete:

Required columns for all Add/Update/Deletes

BDS Store ID - unique store number from USL
Wave ID - unique wave id from call form wave list
Shipping Destination Type ID - id required from the Destinations tab
- required for Irvine and Client/Distribution Center

Adds

Quantity
- required
Carrier ID
- always optional and only relates to Client/Distribution Center shipments
- Irvine information comes from BDS shipping system
- Carrier tab provides IDs
Ship Date
- always optional and only relates to Client/Distribution Center shipments
- Irvine information comes from BDS shipping system
Tracking Number
- always optional and only relates to Client/Distribution Center shipments
- Irvine information comes from BDS shipping system

Updates

Quantity
- required
Carrier ID
- always optional and only relates to Client/Distribution Center shipments
- Carrier tab provides IDs
Ship Date
- always optional and only relates to Client/Distribution Center shipments
- Irvine information comes from BDS shipping system
Tracking Number
- always optional and only relates to Client/Distribution Center shipments
- Irvine information comes from BDS shipping system
Shipping Destination Type ID
- required for Irvine and Client/Distribution Center

Deletes

BDS Store ID and Wave as stated is required for all actions
Action - defaulted to update, need to enter "delete" if the action is to delete a material to store authorization.

Required - defaulted to Yes, need to specify No to not require a material for a store