Customer Schedule Data Loader Simplified

Overview

This is a simplified version of Customer Schedule Maintenance loader. It creates customer shipping schedule in QAD. It allows import (open) of customer file with scheduled quantities and automates cross-referencing between customer items and QAD items before uploading schedule into QAD.

This simplified version of Customer Schedule Maintenance loader does not allow adding new lines to the scheduled order when uploading customer schedule.

Header

Ship From – Shipping site

Ship-To – Customer ship-to address

Start Date – Start effective date for a new schedule release or first effective date for downloaded schedules

Sched Type – Type of the updated schedule (Read-only in some versions)

Line details

Order – sales order number.

Customer Schedule Maintenance loader will attempt to automatically identify sales order by ship-from and ship-to addresses. If more than one sales order exists for ship-from/ship-to combination sales order number will be required.

PO Number – PO number for scheduled order line.

Item Number – internal QAD item number.

Behavior and validation of this field depends on the field “Customer Ref Is Customer Item” value in 7.3.24 Customer Schedules Control.

It could be left blank if Customer Item cross-reference between value entered in customer item and QAD item defined in QAD. (Validate action will find matching QAD item number automatically).

Customer Ref – Customer reference field for sales order line. Customer Reference together with Item number and PO Number uniquely identify scheduled order line.

UM – line item unit of measure.

Customer Item – customer item number. This is a number received from the customer. Customer Item cross-reference should exist in QAD between the value entered in this field and internal QAD item number.

Item Description – read-only value that is not uploaded into QAD.

UM -– read-only value that is not uploaded into QAD. Default item unit of measure (from Item Master) is used in schedules and sales orders.

Scheduled quantities – For each scheduled quantity column user need to specify schedule interval (top header line) and start date for that interval (bottom header line). If date is not specified for a quantity column, column quantities will be skipped and will not be added to the schedule release.

Schedule interval can be D, W or M.

There is a limit of 30 columns for schedules quantities.

 

Action Buttons

Download – downloads from QAD active schedule using selection criteria specified in the header.

Open – imports customer schedule details from an external Excel file into Customer Schedule Maintenance loader

Validate –cross-references customer items with QAD items, populates header dates and validates lines against existing Scheduled Orders.

Validate function looks for a valid scheduled order and line for a ship-to specified in the header and returns line number, PO, Customer Ref and QAD item number. Valid sales order line should have expiry date blank or greater than Start Date specified in the header. If more than one valid scheduled order/line exists, error message will be returned and user will be required to enter order number and line manually.

Items that are not found in sales order will not have line number assigned as a result of validation.

Upload – uploads customer schedule into QAD.

For upload to be successful sales order should have only one active line for each item, PO, customer reference and model combination. Otherwise, error will be returned. Each schedule upload will create in QAD new release ID.

Schedule Inq – shows drill-down for a Shipping Schedule Inquiry

Clear – clears spreadsheet line details.

Find Error – moves cursor to a cell where error is found.

Help – shows loader help page

Setup – opens database connection setup window.

 

How to use

Open button:

Excel input file format (customer specific):

Result:

Validate button:

Upload button:

Schedule Inq button: