CSV import: Items

You can import the following types of items by uploading a CSV file.

  • Inventory

  • Non-inventory

  • Non-inventory (purchase only)

  • Non-inventory (sales only)

  • Standard kit (non-stockable)

  • Stockable kit

Download a template

We recommend downloading a new blank template from either the Items list page or the Company Setup Checklist whenever you import information into Sage Intacct. This is important because:

  • Templates are automatically customized based on your company configuration, including dimensions and custom fields you created.
  • Templates can be updated by Intacct at any time, especially when a new version of Intacct is released. This means that an older template might not work.

To download an items template from the Items page:

Subscription

Inventory Control, Order Entry, or Purchasing
User type
  • Business
  • Employee
  • Project Manager
  • Warehouse
Permissions

Inventory Control, Order Entry, or Purchasing:

  • Items: Add, Edit, Delete, List, View
Restrictions

Employee, Project Manager, and Warehouse users can only list and view items.
Notes If you are also subscribed to Contracts or Projects, you can see Items in your menu if you have permissions to Items in Order Entry.

  1. Go to Inventory Control, Purchasing, or Order Entry > Setup > Items.

  2. Select Import. An Import dialog box opens.
  3. Select the Download template link.

To download a template from the Company setup checklist:

Subscription

Company

User type

Business user with admin privileges
Permissions

Company setup checklist: Run

  1. Go to Company > Setup > Configuration > Import data.

    A list of information that you can import appears.

  2. Decide on a type of information to upload, and select the Template link associated with that information.

Prepare a CSV file for import

When you download a template, the correct headers are in the template already. All you have to do is fill in the columns with your data, save it as a CSV file, and upload the file.

The header titles in the template you download correlate to fields in Intacct. Incorrect header titles will cause an upload error.

For more information about the CSV upload process, including best practices, common errors, and how to upload your CSV file, see Prepare your file for CSV import.

Best practices

The following best practices will help you prepare your CSV file for upload.

Download a template from the Company setup checklist or an object list page.

  • Use the latest template, especially following a product release.
  • Use the correct template for the area in which you want to upload information. Different templates organize different types of information. Use a template specifically for the information that you need to upload.
  • Don’t change the titles in the header row. The header titles correlate to fields in Intacct. Incorrect header titles will cause an upload error. When you download a template from the Company setup checklist, the correct headers are in the template.
  • Read the header descriptions in the template. The header description is the cell under the header row that explains what type of information is accepted for each column. If you enter information in the wrong format, or with an incorrect accepted value, it will cause an error in your upload. The header descriptions in the template show you how the information should look. For example, the header in the GL Journal Entries template for JOURNAL shows that allows up to four characters, is required, and has no default values. The header in the Reporting Periods template shows that the STATUS only allows the values 1 or 2, which correlates to True and False, and is not a required field.
  • Enter required information. Some data is required, while other data is not. Read the description field to determine which information is required. Required information is necessary for your upload to succeed.

Save the file as a comma-separated value, or CSV, file. If saving from Excel, you could choose the comma-delimited file type.

The file will have the file extension .csv after you save it. Leave the file open until your import is successful. Excel can sometimes reformat the file if you close it before the import is successful.

Avoid common import errors

Intacct recommends following these guidelines to avoid import errors.

In Microsoft Excel:

  1. Select all cells.
  2. Right-click the cells and select Format Cells.
  3. On the Number tab, select Text and then select OK.
  4. Save the file.

The short date format is formatted like this: 3/15/2021

In Microsoft Excel:

  1. Select a column of dates.
  2. Right-click the column and select Format Cells.
  3. On the Number tab, select Date and select the short date format.
  4. Save the file.

While spaces within memo fields are allowed, make sure there are no leading or trailing spaces in any field (not just memos). Leading and trainling spaces may cause import errors. For all other fields, remove unnecessary spaces at the start or end of the data.

In Microsoft Excel:

  1. Select a range of cells.
  2. On the Home tab, in the Editing group, select Find & Select and select Replace.
  3. In the Find what box, press the space bar once. Leave the Replace with box blank.
  4. Select Replace All. A prompt opens telling you how many spaces have been removed.
  5. Save the file.

Commas are used to separate fields in CSV files.

To prevent data from shifting into the wrong columns, avoid using commas in numeric and text fields.

If you must include a comma in a text field, always surround the field with double quotes, for example "Smith, John".

Headers in your CSV file must match the template exactly, including spelling, capitalization, and spacing. Even small changes (such as adding a space or changing a letter’s case) will cause the import to fail. Always use the official template provided by Sage Intacct.

ID fields must contain exact references to customers or suppliers.

ID fields must match exactly, including capitalization. For example, ven100 and VEN100 do not match.

Enter the ID exactly as it appears in Intacct or you run the risk of matching transactions to the wrong supplier or customer, or having the upload fail.

If you reference a supplier, customer, term, budget, etc., in a CSV file, whatever you’re referencing must already exist in Intacct.

For example, if you’re uploading transactions for a particular supplier, if the supplier does not already exist as a supplier in Intacct before your upload, your upload will fail.

This does not apply when creating new customers or suppliers using the import process.

For more information about to correctly number line items, see CSV import: Line number examples.

For fields with predefined valid entries (such as True/False), use initial capitalization. For example True, not TRUE or true. IDs require exact case matches, while predefined entries require initial capitalization.

If your import template contains a country field, for example for an address, make sure that this field has an entry.

If your company has enabled ISO country codes, you must specify the country code in the country field for each record. If you are unsure whether ISO codes are enabled, check with your administrator or test a sample import to confirm the required format.

Format dates

When uploading your CSV file, you can select a Date Format for the dates in your file.

Date sequence Date format
Day, month, year
  • DD MM YY
  • DD.MM.YY
  • DD/MM/YY
  • DD-MM-YY
Month, day, year
  • MM DD YY
  • MM.DD.YY
  • MM/DD/YY
  • MM-DD-YY
Year, month, day
  • YY MM DD
  • YY.MM.DD
  • YY/MM/DD
  • YY-MM-DD
Day, month, year
  • DD MM YYYY
  • DD.MM.YYYY
  • DD/MM/YYYY
  • DD-MM-YYYY
Month, day, year
  • MM DD YYYY
  • MM.DD.YYYY
  • MM/DD/YYYY
  • MM-DD-YYYY
Year, month, day
  • YYYY MM DD
  • YYYY.MM.DD
  • YYYY/MM/DD
  • YYYY-MM-DD

When you select a date format here, Intacct attempts to import your file using the selected date format. If Intacct can’t import your file with the selected date format, it attempts to discover the date format used in your file and import the data using that date format.

Import a CSV file

You can import items from either your Items list or your Company Setup Checklist.

  1. When you are ready to import the file, do either of the following:

    • Go to Company > Setup > Configuration > Import data.

      Then, scroll down to Inventory Items and select the Import link.

    • Go to Inventory Control, Purchasing, or Order Entry > Setup > Items.

      Then, select Import at the top of the list.

  2. In the Importdialog, set the following options and select Import.
    If errors are found in your upload file, the valid records in the file are imported by default. If you want the import to fail without any records being imported, select If errors occur, roll back the import option.
    Import company information option descriptions
    OptionDescription
    Choose fileSelect the CSV file that you want to import.
    Date formatWhen you select a date format here, Intacct attempts to import your file using the selected date format. If Intacct cannot import your file with the selected date format, it attempts to discover the date format used in your file and import the data using that date format.
    File encodingLeave this option set to "auto-detect" unless you're unable to import your file. Depending on your operating system, you might need to select a different type of file encoding.
    If errors occurUse the radios buttons to select how the import will react if errors are found in your upload file:
    • If errors occur, roll back the import. The entire file is rejected and no entries are imported into Intacct.
    • If errors occur, import successful records only. The entries with no errors are imported into Intacct. When the Import Company Information dialog opens, this is selected by default.

    For either option, a CSV file is created with the rows containing errors along with an error message for each row. The import results and error details are sent to the email address that you specify.

    Process offlineSome imports can take considerable time, depending on their size and how much processing Intacct must do on the uploaded data. If you're not sure how much time your upload will take, select Process offline. When Intacct completes the process, it sends an email to the address you provide in the Email results to this address field. Intacct also sends you any errors that might have occurred in the process. If you prefer to wait until the upload process is complete, do not select the Process offline checkbox.
    Email results to this addressEmail address to which import results and errors should be sent. You can enter multiple email addresses, separated by a semicolon (;) or comma (,).
    Intacct highly recommends entering an email address.

After an import, Intacct informs you if the import was successful and how many records were imported.

In a completely successful import, the confirmation page lets you verify all the records in your original file were, in fact, successfully imported without having to manually verify them.

Import offline

Some imports can take considerable time, depending on their size and how much processing Intacct must do to the data. When in doubt, select Process offline on the import utility page.

When the offline process is complete, Intacct sends an email to the address you entered in the Import Company Information dialog (where you imported your file).

Intacct recommends that you select Process offline when importing CSV files, and provide your email address. If your import fails, you’ll always be notified, and the failed records are sent to your email.

Handle errors

If you experience import errors, review the importing tips and common errors.

Import errors occur when you try to import information that doesn’t match the requirements of the template. Each template has a set of required information you must enter to import the file successfully, and formats to follow for certain kinds of information. Read the descriptions in the template to determine the most accurate way to enter your data.

If individual transactions are in error, the rows in the transaction that are in error are saved in a CSV file for you along with an error code for each row. Check your email for information about specific errors. See Find and fix CSV import errors for more information.

For more information about the CSV upload process, read Prepare your file for CSV import.

Field descriptions

You can upload beginning balances for both warehouse quantity and price using the CSV template. This is different from the Intacct user interface: these fields are not present in the user interface.

The field definitions in your template explain what type of information is required for each field, and how to enter valid information. It's always a good idea to read the field definitions before making entries.

You can reorder the columns of your CSV file for ease of use. However, the column header must contain the field name exactly as it appears in the original template.

If you downloaded a template from the Company Setup Checklist or an object list page, your template contains the headers and dimensions that are specific to your company. The headers in a standard template might not contain field definitions specific to your company.

To import dimension values, enter information in the appropriate dimension column of the import spreadsheet. Otherwise, no information appears for that dimension.

If you relabeled any dimensions (see Terminology for more information), your dimension name does not appear in the CSV template, but the original Intacct dimension name does.

When importing data, names in the FIELD column may differ from terminology used in your location. For information on terms that may differ in your location, see Terminology across locales.

The template has three tabs:

  • Simple Item Upload: contains field information for a simple item upload if your organization uses the standard, preconfigured workflows in Order Entry, Purchasing, and Inventory Control.
  • Example of Simple Item Upload: contains an example of a simple item upload, with fields filled in.
  • Advanced Item Upload: contains field information for an advanced item upload if your organization uses the advanced workflows in Order Entry, Purchasing, and Inventory Control.
Do not overwrite existing information with blank cells unless you intend to remove that information from your Items list. For example, if you clear the information in a specific column of your spreadsheet, that information will be deleted in Intacct when you import the file. Make sure that your spreadsheet contains all the columns of information(including columns that have no changes) that you want to appear in Intacct.

Simple item upload fields

Back to Field descriptions

Field Name: DONOTIMPORT

#

Any row that starts with # is ignored during import.
Field Name: ITEM_ID

UI Field Name:

 Item ID

Type:

 Character

Length:

 30

Default Value:

 None

Valid Values:

 Alphanumeric and underscore

Dependencies:

 None

Required:

 Yes

Editable:

 No
Field Name: NAME

UI Field Name:

 Name

Type:

 Character

Length:

 100

Default Value:

 None

Valid Values:

 Alphanumeric and underscore

Dependencies:

 None

Required:

 Yes

Editable:

 Yes
Field Name: DESCRIPTION

UI Field Name:

 Extended Description

Type:

 Character

Length:

 400

Default Value:

 None

Valid Values:

 Alphanumeric and underscore

Dependencies:

 None

Required:

 No

Editable:

 Yes
Notes: Field is displayed as Extended Description in the user interface.
Field Name: ITEM_TYPE

UI Field Name:

 Item Type

Type:

 Character

Length:

 30

Default Value:

 Inventory

Valid Values:

 Inventory, Non-Inventory, Non-Inventory (Purchase only), Non-Inventory (Sales only) , Kit, or Stockable Kit.

Dependencies:

 No

Required:

 Yes

Editable:

 No
Field Name: PRODUCTLINE_ID

UI Field Name:

 Product Line ID

Type:

 Character

Length:

 30

Default Value:

 None

Valid Values:

 Alphanumeric and underscore.

Dependencies:

 Refers to a valid product line.

Required:

 No

Editable:

 Yes
Field Name: STANDARD_COST

UI Field Name:

 Standard Cost

Type:

 Numeric

Length:

 10,2

Default Value:

 None

Valid Values:

 Decimal

Dependencies:

 None

Required:

 No

Editable:

 Yes
Field Name: UOM_GROUP

UI Field Name:

 Unit of measure

Type:

 Character

Length:

 N/A

Default Value:

 Count

Valid Values:

 Count, Length, Time, Volume, Weight

Dependencies:

 None

Required:

 No

Editable:

 Yes
Field Name: ITEM_COST

UI Field Name:

 Average Cost (General Info Tab)

Type:

 Numeric

Length:

 10,2

Default Value:

 None

Valid Values:

 Decimal

Dependencies:

 None

Required:

 No

Editable:

 Yes
Field Name: COGS_GL_ACCOUNT

Valid Values:

 For item type Inventory
Field Name: INVENTORY_GL_ACCOUNT

UI Field Name:

 Inventory account

Type:

 Character

Length:

 24

Dependencies:

 A valid GL Account

Required:

 No
Field Name: INCOME_GL_ACCOUNT

UI Field Name:

Revenue account

Type:

 Character

Length:

 24

Valid Values:

 For item types of Inventory Non-Inventory (Sales only)

Dependencies:

 A valid GL Account

Required:

 No
Field Name: EXPENSE_GL_ACCOUNT

UI Field Name:

 Expense account

Type:

 Character

Length:

 24

Dependencies:

 A valid GL Account

Required:

 No
Field Name: DEFERRED_REVENUE_ACCOUNT

UI Field Name:

 Deferred revenue account
Field Name: BASEPRICE

UI Field Name:

 Base Price

Type:

 Numeric

Length:

 10,2

Default Value:

 None

Valid Values:

 Decimal

Dependencies:

 None

Required:

 No

Editable:

 Yes
Field Name: TAXABLE

UI Field Name:

 Taxable

Type:

 Character

Length:

 N/A

Default Value:

 True

Valid Values:

 T or F

Dependencies:

 None

Required:

 No

Editable:

 Yes
Field Name: NOTE

UI Field Name:

 Note

Type:

 Character

Length:

 1,000

Default Value:

 None

Valid Values:

 Alphanumeric and underscore

Dependencies:

 None

Required:

 No

Editable:

 Yes
Field Name: ACTIVE

UI Field Name:

 Status

Type:

 Character

Length:

 N/A

Default Value:

 Active

Valid Values:

 Active or Inactive

Dependencies:

 None

Required:

 No

Editable:

 Yes
Field Name: UPC

UI Field Name:

 UPC

Type:

 Character

Length:

 40

Required:

 No
Field Name: PODESCRIPTION

UI Field Name:

 Description on Purchase Transactions

Type:

 Character

Length:

 400

Required:

No
Field Name: SODESCRIPTION

UI Field Name:

 Description on Sales Transactions

Type:

 Character

Length:

 400

Required:

 No
Field Name: ENABLE_BIN

UI Field Name:

 Enable bin tracking

Type:

 Character

Default Value:

 true, false

Required:

 No
Field Name: GLGROUP

UI Field Name:

 GL group

Type:

 Character

Length:

 80

Valid Values:

 A valid Item GL Group

Required:

 No
Field Name: SUBSTITUTE_ITEM_ID

UI Field Name:

 Substitute item

Type:

 Character

Length:

 30

Valid Values:

 A valid Item

Required:

 No
Field Name: WHEN_LASTSOLD

UI Field Name:

 Date last sold

Type:

 Date

Required:

No
Field Name: WHEN_LASTRECEIVED

UI Field Name:

 Date last received

Type:

 Date

Required:

No
Field Name: TAXGROUP

UI Field Name:

 Item tax group

Type:

 Character

Length:

 80

Dependencies:

 A valid Item Tax Group

Required:

 No
Field Name: SHIP_WEIGHT

UI Field Name:

 Shipping weight

Type:

 Numeric

Length:

 12,4

Default Value:

 None

Valid Values:

 Decimal

Dependencies:

 None

Required:

 No

Editable:

 Yes
Field Name: AUTOPRINTLABEL>

UI Field Name:

 Auto-print label

Type:

 Character

Length:

 1

Default Value:

 False

Valid Values:

 T= Enabled, F=Disabled

Dependencies:

 Item must be an inventory item or a stockable kit.

Required:

 No

Editable:

 Yes

Notes:

 Applicable only if 'Integrated scanner product in use' is set to true on the Configure Inventory Control page.
Field Name: COST_METHOD

UI Field Name:

 Cost method

Type:

 Character

Length:

 N/A

Default Value:

 None

Valid Values:

 Standard, Average, FIFO, LIFO

Dependencies:

 None

Required:

 Yes

Editable:

 No
Field Name: INV_PRECISION

UI Field Name:

 Inventory

Type:

 Character

Length:

 2

Default Value:

 None

Required:

 No
Field Name: SO_PRECISION

UI Field Name:

 Sales

Type:

 Character

Length:

 2

Required:

 No
Field Name: PO_PRECISION

UI Field Name:

 Purchasing

Type:

 Character

Length:

 2

Required:

 No
Field Name: HAS_START_AND_ENDDATES

UI Field Name:

 Enable start and end dates

Type:

 Character

Default Value:

 F

Valid Values:

 T (true), F (false)

Required:

 No
Field Name: TERM_PERIOD

UI Field Name:

 Periods measured in

Type:

 Character

Default Value:

 None

Valid Values:

 Days, Weeks, Months, Years

Required:

 No
Field Name: DEFAULT_NO_OF_PERIODS

UI Field Name:

 Number of periods

Type:

 Number

Length:

 4

Valid Values:

 Digits 0-9

Required:

 No
Field Name: COMPUTE_PRICE_FOR_SHORT_TERM

UI Field Name:

 Do not change the default

Type:

 Character

Default Value:

 F

Valid Values:

 T (true), F (false)

Required:

 No
Field Name: TAXCODE

UI Field Name:

 Tax code

Type:

 Character

Length:

 32

Dependencies:

 A valid Tax Code

Required:

 No
Field Name: REVPOSTING

UI Field Name:

 Revenue posting

Type:

 Character

Default Value:

 Kit Level

Valid Values:

 Component Level(Component level), Kit Level(Kit level)

Required:

 No
Field Name: REVPRINTING

UI Field Name:

 Print format

Type:

 Character

Default Value:

 Kit

Valid Values:

 Individual Components(Individual components), Kit

Required:

 No
Field Name: VSOECATEGORY

UI Field Name:

 Fair Value category

Type:

 Character

Valid Values:

 Product-Specified, Software, Product-Unspecified, Upgrade-Unspecified, Upgrade-Specified, Services, Post Contract Support(PCS)

Required:

 No
Field Name: VSOEDLVRSTATUS

UI Field Name:

 Default delivery status

Type:

 Character

Valid Values:

 Delivered, Undelivered

Required:

No
Field Name: VSOEREVDEFSTATUS

UI Field Name:

 Default deferral status

Type:

 Character

Default Value:

 Defer until item is delivered, Defer bundle until item is delivered

Required:

 No
Field Name: V_LINE_NO

UI Field Name:

 Line number
Field Name: V_VENDOR_ID

UI Field Name:

 Supplier ID

Type:

 Character

Length:

 20

Dependencies:

 A valid Supplier

Required:

 Yes
Field Name: V_STOCK_NO

UI Field Name:

 Stock number

Type:

 Character

Length:

 50

Required:

 No
Field Name: V_LEAD_TIME

UI Field Name:

 Lead time

Type:

 Character

Length:

 3

Required:

 No
Field Name: V_ECONOMIC_ORDER_QTY

UI Field Name:

 Economic quantity

Type:

 Number

Length:

 8

Valid Values:

 Digits 0-9

Required:

 No
Field Name: W_LINE_NO

UI Field Name:

 Warehouse Line number
Field Name: W_WAREHOUSE_ID

UI Field Name:

 Warehouse ID

Type:

 Character

Length:

 40

Dependencies:

 A valid Warehouse

Required:

 Yes
Field Name: W_STANDARD_COST

UI Field Name:

 Standard cost

Type:

 Currency

Length:

 15

Valid Values:

 Digits 0-9

Required:

 No
Field Name: W_LAST_COST

UI Field Name:

 Last cost

Type:

 Character

Length:

 15

Required:

 No
Field Name: W_AVERAGE_COST

UI Field Name:

 Average cost

Type:

 Character

Length:

 15

Required:

 No
Field Name: W_REORDER_METHOD

UI Field Name:

 Reorder method

Type:

 Character

Default Value:

 E (economic qty)

Valid Values:

 E (economic quantity), M (max stock level), R (reorder point)

Required:

 No
Field Name: W_ECONOMIC_ORDER_QTY

UI Field Name:

 Economic order quantity

Type:

 Character

Length:

 8

Required:

 No
Field Name: W_REORDER_POINT

UI Field Name:

 Reorder point

Type:

 Character

Length:

 8

Required:

 No
Field Name: W_MIN_ORDER_QTY

UI Field Name:

 Minimum order quantity

Type:

 Character

Length:

 8

Required:

 No
Field Name: W_MAX_ORDER_QTY

UI Field Name:

 Maximum order quantity

Type:

 Character

Length:

 8

Required:

 No
Field Name: W_MAX_STOCK

UI Field Name:

 Maximum stocking amount

Type:

 Character

Length:

 8

Required:

 No
Field Name: W_MIN_STOCK

UI Field Name:

 Minimum stocking amount

Type:

 Character

Length:

 8

Required:

 No
Field Name: W_DATE_LAST_SOLD

UI Field Name:

 Last date received

Type:

 Date

Length:

 12

Required:

 No
Field Name: W_DATE_LAST_RECEIVED

UI Field Name:

 Date last received

Type:

 Date

Length:

 10

Default Value:

 None

Valid Values:

 Any valid date format

Dependencies:

 None

Required:

No

Editable:

 Yes
Field Name: W_BEGBAL_QTY

UI Field Name:

 Beginning balance quantity
Field Name: W_BEGBAL_PRICE

UI Field Name:

 Beginning balance price
Field Name: W_AISLEKEY

UI Field Name:

 Default aisle

Type:

 Character

Required:

 No
Field Name: W_ROWKEY

UI Field Name:

 Default row

Type:

 Character

Required:

 No
Field Name: W_BINKEY

UI Field Name:

 Default bin

Type:

 Character

Required:

 No
Field Name: IC_LINENO

UI Field Name:

 Line number
Field Name: IC_COMPONENTKEY

UI Field Name:

 Component ID

Type:

 Character

Length:

 30

Valid Values:

 A valid Item

Required:

 Yes
Field Name: IC_QUANTITY

UI Field Name:

 Number of units

Type:

 Number

Length:

 10

Valid Values:

 Digits 0-9

Required:

 Yes
Field Name: IC_REVPERCENT

UI Field Name:

 Revenue split

Type:

 Currency

Length:

 10

Valid Values:

 Digits 0-9

Required:

 No
Field Name: IC_KCDLVRSTATUS

UI Field Name:

 Default delivery status

Type:

 Character

Valid Values:

 Delivered, Undelivered

Required:

 No
Field Name: IC_KCREVDEFSTATUS

UI Field Name:

 Default deferral status

Type:

 Character

Valid Values:

 Defer until item is delivered, Defer bundle until item is delivered

Required:

 No
Field Name: OFFSET_OE_GLACCOUNT

UI Field Name:

 Accounts Receivable GL account

Type:

 Character

Length:

 24

Dependencies:

 A valid GL Account

Required:

 No
Field Name: OFFSET_PO_GLACCOUNT

UI Field Name:

 Accounts Payable GL account

Type:

 Character

Length:

 24

Dependencies:

 A valid GL Account

Required:

 No
Field Name: DROPSHIP

UI Field Name:

 Available for drop ship

Type:

 Character

Default Value:

 F

Valid Values:

 T (true), F (false)

Required:

 No

Editable:

 Yes

Description:

 Enter a T if the item is available for drop ship
Field Name: BUYTOORDER

UI Field Name:

 Available for buy to order

Type:

 Character

Default Value:

 F

Valid Values:

 T (true), F (false)

Required:

 No

Editable:

 Yes

Description:

 Enter a T if the item is available for buy to order
Field Name: WEIGHTUOM

UI Field Name:

UOM for weight

Type:

Character

Length:

50

Dependencies

A valid unit of measure detail

Required:

No (required only if you specify NETWEIGHT)

Description:

UOM for weight
Field Name: NETWEIGHT

UI Field Name:

Net weight

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Dependencies:

None

Required:

No

Description:

New weight
Field Name: LWHUOM

UI Field Name:

UOM for length, width, and height

Type:

Character

Length:

50

Dependencies

A valid unit of measure detail

Required:

No. Required only if you specify LENGTH, WIDTH, or HEIGHT.

Description:

UOM for length, width, and height
Field Name: LENGTH

UI Field Name:

Length

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Dependencies:

None

Required:

No

Description:

Length
Field Name: WIDTH

UI Field Name:

Width

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Dependencies:

None

Required:

No

Description:

Width
Field Name: HEIGHT

UI Field Name:

Height

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Dependencies:

None

Required:

No

Description:

Height
Field Name: THICKNESSUOM

UI Field Name:

UOM for thickness

Type:

Character

Length:

50

Dependencies

A valid unit of measure detail

Required:

No (required only if you specify THICKNESS, MINIMUMTHICKNESS, or MAXIMUMTHICKNESS)

Description:

UOM for thickness
Field Name: THICKNESS

UI Field Name:

Thickness

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Required:

No

Description:

Thickness
Field Name: MINIMUMTHICKNESS

UI Field Name:

Minimum thickness

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Required:

No

Description:

Minimum thickness
Field Name: MAXIMUMTHICKNESS

UI Field Name:

Maximum thickness

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Required:

No

Description:

Maximum thickness
Field Name: AREAUOM

UI Field Name:

UOM for area

Type:

Character

Length:

50

Dependencies

A valid unit of measure detail

Required:

No (required only if you specify AREA)

Description:

UOM for area
Field Name: AREA

UI Field Name:

Area

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Dependencies:

None

Required:

No

Description:

Area
Field Name: VOLUMEUOM

UI Field Name:

UOM for volume

Type:

Character

Length:

50

Dependencies

A valid unit of measure detail

Required:

No (required only if you specify VOLUME)

Description:

UOM for volume
Field Name: VOLUME

UI Field Name:

Volume

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Required:

No

Description:

Volume
Field Name: DIAMETERUOM

UI Field Name:

UOM for diameter

Type:

Character

Length:

50

Dependencies

A valid unit of measure detail

Required:

No (required only if you specify INNERDIAMETER or OUTERDIAMETER)

Description:

UOM for diameter
Field Name: INNERDIAMETER

UI Field Name:

Inner diameter

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Required:

No

Description:

Inner diameter
Field Name: OUTERDIAMETER

UI Field Name:

Outer diameter

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Required:

No

Description:

Outer diameter
Field Name: DUROMETER

UI Field Name:

Durometer

Type:

Character

Length:

10

Required:

No

Description:

Durometer
Field Name: UPC12

UI Field Name:

UPC-12

Type:

Number

Length:

12

Valid Values:

Digits 0-9

Required:

No

Description:

UPC-12
Field Name: EAN13

UI Field Name:

EAN-13

Type:

Number

Length:

12

Valid Values:

Digits 0-9

Required:

No

Description:

EAN-13
Field Name: SAFETYITEM

UI Field Name:

Safety item

Type:

Character

Valid Values:

true, false

Required:

No

Description:

Safety item
Field Name: RESTRICTEDITEM

UI Field Name:

Restricted item

Type:

Character

Valid Values:

true, false

Required:

No

Description:

Restricted item
Field Name: COMPLIANTITEM

UI Field Name:

Compliant item

Type:

Character

Valid Values:

true, false

Required:

No

Description:

Compliant item
Field Name: CONDITION

UI Field Name:

Condition

Type:

Character

Length:

30

Required:

No

Description:

Condition
Field Name: ENGINEERINGALERT

UI Field Name:

Engineering alert

Type:

Character

Length:

30

Required:

No

Description:

Engineering alert
Field Name: SPECIFICATION1

UI Field Name:

Specification 1

Type:

Character

Length:

30

Required:

No

Description:

Specification 1
Field Name: SPECIFICATION2

UI Field Name:

Specification 2

Type:

Character

Length:

30

Required:

No

Description:

Specification 2
Field Name: SPECIFICATION3

UI Field Name:

Specification 3

Type:

Character

Length:

30

Required:

No

Description:

Specification 3
Field Name: ENGINEERINGAPPROVAL

UI Field Name:

Engineering approval

Type:

Character

Valid Values:

true, false

Required:

No

Description:

Engineering approval
Field Name: QUALITYCONTROLAPPROVAL

UI Field Name:

Quality control approval

Type:

Character

Valid Values:

true, false

Required:

No

Description:

Quality control approval
Field Name: SALESAPPROVAL

UI Field Name:

Sales approval

Type:

Character

Valid Values:

true, false

Required:

No

Description:

Sales approval
Field Name: PRIMARYCOUNTRYOFORIGIN

UI Field Name:

Primary country of origin

Type:

Character

Length:

30

Required:

No

Description:

Primary country of origin
Field Name: BRAND

UI Field Name:

Brand

Type:

Character

Length:

30

Required:

No

Description:

Brand
Field Name: SUBBRAND

UI Field Name:

Sub brand

Type:

Character

Length:

30

Required:

No

Description:

Sub brand
Field Name: CATEGORY

UI Field Name:

Category

Type:

Character

Length:

30

Required:

No

Description:

Category
Field Name: SUBCATEGORY

UI Field Name:

Sub category

Type:

Character

Length:

30

Required:

No

Description:

Sub category
Field Name: CATALOGREF

UI Field Name:

Catalog reference

Type:

Character

Length:

30

Required:

No

Description:

Catalog reference
Field Name: COLOR

UI Field Name:

Color

Type:

Character

Length:

30

Required:

No

Description:

Color
Field Name: STYLE

UI Field Name:

Style

Type:

Character

Length:

30

Required:

No

Description:

Style
Field Name: SIZE1

UI Field Name:

Size 1

Type:

Character

Length:

30

Required:

No

Description:

Size 1
Field Name: SIZE2

UI Field Name:

Size 2

Type:

Character

Length:

30

Required:

No

Description:

Size 2
Field Name: GIFTCARD

UI Field Name:

Gift card

Type:

Character

Valid Values:

true, false

Required:

No

Description:

Gift card
Field Name: WEBENABLED

UI Field Name:

Web enabled

Type:

Character

Valid Values:

true, false

Required:

No

Description:

Web enabled
Field Name: WEBNAME

UI Field Name:

Web name

Type:

Character

Length:

100

Required:

No

Description:

Web name
Field Name: WEBSHORTDESC

UI Field Name:

Web short description

Type:

Character

Length:

30

Required:

No

Description:

Web short description
Field Name: WEBLONGDESC

UI Field Name:

Web long description

Type:

Character

Length:

30

Required:

No

Description:

Web long description

Advanced item upload fields

Back to Field descriptions

Field Name: DONOTIMPORT

#

Any row that starts with # is ignored during import.
Field Name: ITEM_ID

UI Field Name:

 Item ID

Type:

 Character

Length:

 30

Default Value:

 None

Valid Values:

 Alphanumeric and underscore

Dependencies:

 None

Required:

 Yes

Editable:

 No
Field Name: NAME

UI Field Name:

 Name

Type:

 Character

Length:

 100

Default Value:

 None

Valid Values:

 Alphanumeric and underscore

Dependencies:

 None

Required:

 Yes

Editable:

 Yes
Field Name: DESCRIPTION

UI Field Name:

 Extended description

Type:

 Character

Length:

 400

Default Value:

 None

Valid Values:

 Alphanumeric and underscore

Dependencies:

 None

Required:

 No

Editable:

 Yes

Notes:

 Field is displayed as Extended description in the user interface.
Field Name: ITEM_TYPE

UI Field Name:

 Item type

Type:

 Character

Length:

 30

Default Value:

 Inventory

Valid Values:

 Inventory, Non-Inventory, Non-Inventory (Purchase only), Non-Inventory (Sales only) , Kit, or Stockable Kit.

Dependencies:

 No

Required:

 Yes

Editable:

 No
Field Name: ENABLE BIN

UI Field Name:

 Enable Bin Tracking

Type:

 Character

Length:

 1

Default Value:

 F

Valid Values:

T (Enabled), F or blank (Disabled)

Dependencies:

 Item must be a stockable kit, and bin tracking must be enabled in the Inventory Control configuration.

Required:

 No

Editable:

 Yes
Field Name: UPC

UI Field Name:

 UPC

Type:

 Character

Length:

 40

Default Value:

 None

Valid Values:

 Alphanumeric

Dependencies:

 None

Required:

 No

Editable:

 Yes
Field Name: PRODUCTLINE_ID

UI Field Name:

 Product line ID

Type:

 Character

Length:

 30

Default Value:

 None

Valid Values:

 Alphanumeric and underscore

Dependencies:

 Refers to a valid product line

Required:

 No

Editable:

 Yes
Field Name: GLGROUP

UI Field Name:

 GL group

Type:

 Text

Length:

 30

Default Value:

 None

Valid Values:

 Alphanumeric and underscore

Dependencies:

 None

Required:

 No

Editable:

 Yes
Notes: Defines the GL group to which the item belongs for posting to the GL. If the GL group specified doesn’t exist, one is created.
Field Name: UOM_GROUP

UI Field Name:

 Unit of measure

Type:

 Character

Default Value:

 Count

Valid Values:

 Count, Length, Time, Volume, Weight

Dependencies:

 None

Required:

 No

Editable:

 Yes
Field Name: ITEM_COST

UI Field Name:

 Average cost (General tab)

Type:

 Numeric

Length:

 10,2

Default Value:

 None

Valid Values:

 Decimal

Dependencies:

 None

Required:

 No

Editable:

 Yes
Field Name: SUBSTITUTE_ITEM_ID

UI Field Name:

 Substitute item

Type:

 Character

Length:

 30

Default Value:

 None

Valid Values:

 Alphanumeric and underscore

Dependencies:

 Refers to a valid item

Required:

 No

Editable:

 Yes
Field Name: SHIP_WEIGHT

UI Field Name:

 Shipping Weight

Type:

 Numeric

Length:

 12,4

Default Value:

 None

Valid Values:

 Decimal

Dependencies:

 None

Required:

 No

Editable:

 Yes
Field Name: AUTOPRINTLABEL

UI Field Name:

 Auto-print label

Type:

 Character

Default Value:

 false

Valid Values:

 true, false

Dependencies:

 Item must be an inventory item or stockable kit.

Required:

 No

Editable:

 Yes

Notes:

 Applicable only if 'Integrated scanner product in use' is set to true on the Configure Inventory Control page.
Field Name: COST_METHOD

UI Field Name:

 Cost Method

Type:

 Character

Default Value:

 None

Valid Values:

 Standard, Average, LIFO, FIFO

Dependencies:

 None

Required:

 Yes

Editable:

 Yes
Field Name: STANDARD_COST

UI Field Name:

 Standard cost

Type:

 Numeric

Length:

 10,2

Default Value:

 None

Valid Values:

 Decimal

Dependencies:

 None

Required:

 No

Editable:

 Yes
Field Name: BASEPRICE

UI Field Name:

 Base price

Type:

 Numeric

Length:

 10,2

Default Value:

 0

Valid Values:

 Decimal

Dependencies:

 None

Required:

 No

Editable:

 Yes
Field Name: INV_PRECISION

UI Field Name:

 Unit Cost Precision / Inventory

Type:

 Numeric

Length:

 2

Default Value:

 None

Valid Values:

 0-10

Dependencies:

 None

Required:

 No

Editable:

 Yes
Notes: Overrides the Default decimal places set for the application.
Field Name: SO_PRECISION

UI Field Name:

 Unit Cost Precision / Sales

Type:

 Numeric

Length:

 2

Default Value:

 None

Valid Values:

 0-10

Dependencies:

 None

Required:

 No

Editable:

 Yes
Notes:

Overrides the Default decimal places set for the application.

If your company is subscribed to Contracts, this field must either be blank or set to 10. In this scenario, the best practice is to leave this field blank.
Field Name: PO_PRECISION

UI Field Name:

 Unit Cost Precision / Purchasing

Type:

 Numeric

Length:

 2

Default Value:

 None

Valid Values:

 0-10

Dependencies:

 None

Required:

 No

Editable:

 Yes
Notes: Overrides the Default decimal places set for the application.
Field Name: WHEN_LASTSOLD

UI Field Name:

 Date Last Sold

Type:

 Date

Length:

 10

Default Value:

 None

Valid Values:

 Any valid date format

Dependencies:

 None

Required:

 No

Editable:

 No
Field Name: WHEN_LASTRECEIVED

UI Field Name:

 Date Last Received

Type:

 Date

Length:

 10

Default Value:

 None

Valid Values:

 Any valid date format

Dependencies:

 None

Required:

 No

Editable:

 No
Field Name: TAXABLE

UI Field Name:

 Taxable

Type:

 Character

Length:

 1

Default Value:

 T

Valid Values:

T (True), F (False)

Dependencies:

 None

Required:

 No

Editable:

 Yes
Field Name: TAXGROUP

UI Field Name:

 Tax group

Type:

 Text

Length:

 30

Default Value:

 None

Valid Values:

 Alphanumeric and underscore

Dependencies:

 None

Required:

 No

Editable:

 Yes

Description:

 Defines the tax group to which the item belongs. If the tax group specified doesn't exist, Intacct creates one.
Field Name: TAXCODE

UI Field Name:

 Tax code

Type:

 Text

Length:

 35

Default Value:

 None

Valid Values:

 Refer to Avalara for their valid values

Dependencies:

 None

Required:

 No

Editable:

 Yes

Description:

 Defines the tax code for the item, which Avalara AvaTax uses to compute the tax.
Field Name: NOTE

UI Field Name:

 Note

Type:

 Character

Length:

 1,000

Default Value:

 None

Valid Values:

 Alphanumeric and underscore

Dependencies:

 None

Required:

 No

Editable:

 Yes
Field Name: ACTIVE

UI Field Name:

 Status

Type:

 Character

Length:

 N/A

Default Value:

 Active

Valid Values:

 Active or Inactive

Dependencies:

 None

Required:

 No

Editable:

 Yes
Field Name: HAS_START_AND_ENDDATES

UI Field Name:

 Enable start and end dates

Type:

 Character

Length:

 N/A

Default Value:

 F

Valid Values:

T (True), F (False)

Dependencies:

 None

Required:

 No

Editable:

 Yes
Field Name: TERM_PERIOD

UI Field Name:

 Term period

Type:

 Character

Length:

 N/A

Default Value:

 Days

Valid Values:

 Days, Weeks, Months, Years

Dependencies:

 None

Required:

 Yes

Editable:

 Yes
Field Name: DEFAULT_NO_OF_PERIODS

UI Field Name:

 Default no. of periods

Type:

 Numeric

Length:

 4

Default Value:

 None

Valid Values:

 Positive integers up to 1,500

Dependencies:

 None

Required:

 Yes, if HAS_START_AND_ENDDATES is true

Editable:

 Yes
Field Name: COMPUTE_PRICE_FOR_SHORT_TERM

UI Field Name:

 Compute Price for Short Term

Type:

 Character

Length:

 N/A

Default Value:

 False

Valid Values:

 True or False

Dependencies:

 None

Required:

 No

Editable:

 Yes
Field Name: V_LINE_NO

UI Field Name:

 None

Type:

 Numeric

Length:

 Any

Default Value:

 None

Valid Values:

 Positive integer

Dependencies:

 Use 1 for the first line item, and increment by 1 for each subsequent line.

Required:

 Yes

Editable:

 No
Notes: These are the line numbers on the Supplier history tab.
Field Name: V_VENDOR_ID

UI Field Name:

 Supplier ID

Type:

 Character

Length:

 20

Default Value:

 None

Valid Values:

 Alphanumeric and underscore

Dependencies:

 Must refer to a valid supplier

Required:

 Yes

Editable:

 Yes
Field Name: V_STOCK_NO

UI Field Name:

 Stock number

Type:

 Character

Length:

 50

Default Value:

 None

Valid Values:

 Any

Dependencies:

 None

Required:

 No

Editable:

 Yes
Field Name: V_LEAD_TIME

UI Field Name:

 Lead time

Type:

 Numeric

Length:

 3

Default Value:

 None

Valid Values:

 Positive integers

Dependencies:

 None

Required:

 No

Editable:

 Yes
Field Name: V_ECONOMIC_ORDER_QTY

UI Field Name:

 Economic order quantity

Type:

 Numeric

Length:

 8

Default Value:

 None

Valid Values:

 Integer

Dependencies:

 None

Required:

 No

Editable:

 Yes
Field Name: W_LINE_NO

UI Field Name:

 None

Type:

 Numeric

Length:

 Any

Default Value:

 None

Valid Values:

 Positive integer

Dependencies:

 Start with 1 for the first line item, and increment by one for each subsequent line.

Required:

 Yes

Editable:

 No
Notes These are the line numbers in the Warehouse section in the General tab.
Field Name: W_WAREHOUSE_ID

UI Field Name:

 Warehouse ID

Type:

 Character

Length:

 30

Default Value:

 None

Valid Values:

 Alphanumeric and underscore

Dependencies:

 Must refer to a valid warehouse

Required:

 Yes

Editable:

 Yes
Field Name: W_CYCLE

UI Field Name:

 Inventory cycle default

Type:

 Character

Length:

 30

Default Value:

 None

Valid Values:

 Alphanumeric and underscore

Dependencies:

 Must refer to a valid inventory cycle

Required:

 No

Editable:

 Yes
Field Name: W_STANDARD_COST

UI Field Name:

 Standard cost

Type:

 Numeric

Length:

 10,2

Default Value:

 None

Valid Values:

 Decimal

Dependencies:

 None

Required:

 No

Editable:

 Yes
Field Name: W_LAST_COST

UI Field Name:

 Last cost

Type:

 Numeric

Length:

 10,2

Default Value:

 None

Valid Values:

 Decimal

Dependencies:

 None

Required:

 No

Editable:

 Yes
Field Name: W_AVERAGE_COST

UI Field Name:

 Average cost

Type:

 Numeric

Length:

 10,2

Default Value:

 None

Valid Values:

 Decimal

Dependencies:

 None

Required:

 No

Editable:

 Yes
Field Name: W_REORDER_METHOD

UI Field Name:

 Reorder Method

Type:

 Character

Length:

 N/A

Default Value:

 None

Valid Values:

 Economic Qty, Max Stock Level or Reorder Point

Dependencies:

 None

Required:

 Yes

Editable:

 Yes
Field Name: W_ECONOMIC_ORDER_QTY

UI Field Name:

 Economic order quantity

Type:

 Numeric

Length:

 8

Default Value:

 None

Valid Values:

 Integer

Dependencies:

 None

Required:

 No

Editable:

 Yes
Field Name: REORDER

UI Field Name:

 Reorder point

Type:

 Numeric

Length:

 8

Default Value:

 None

Valid Values:

 Integer

Dependencies:

 None

Required:

 No

Editable:

 Yes
Field Name: W_MIN_ORDER_QTY

UI Field Name:

 Min Order Quantity

Type:

 Numeric

Length:

 8

Default Value:

 None

Valid Values:

 Integer

Dependencies:

 None

Required:

No

Editable:

 Yes
Field Name: W_MAX_ORDER_QTY

UI Field Name:

 Max Order Quantity

Type:

 Numeric

Length:

 8

Default Value:

 None

Valid Values:

 Integer

Dependencies:

 None

Required:

No

Editable:

 Yes
Field Name: W_MIN_STOCK

UI Field Name:

 Min Stock

Type:

 Numeric

Length:

 8

Default Value:

 None

Valid Values:

 Integer

Dependencies:

 None

Required:

No

Editable:

 Yes
Field Name: W_MAX_STOCK

UI Field Name:

 Max Stock

Type:

 Numeric

Length:

 8

Default Value:

 None

Valid Values:

 Integer

Dependencies:

 None

Required:

No

Editable:

 Yes
Field Name: W_DATE_LAST_SOLD

UI Field Name:

 Date last sold

Type:

 Date

Length:

 10

Default Value:

 None

Valid Values:

 Any valid date format

Dependencies:

 None

Required:

No

Editable:

 Yes
Field Name: W_DATE_LAST_RECEIVED

UI Field Name:

 Date last received

Type:

 Date

Length:

 10

Default Value:

 None

Valid Values:

 Any valid date format

Dependencies:

 None

Required:

No

Editable:

 Yes
Field Name: W_BEGBAL_QTY

UI Field Name:

 N/A

Type:

 Numeric

Length:

 8

Default Value:

 None

Valid Values:

 Integer

Dependencies:

 None

Required:

No

Editable:

 N/A
Field Name: W_BEGBAL_PRICE

UI Field Name:

 N/A

Type:

 Numeric

Length:

 10,2

Default Value:

 None

Valid Values:

 Decimal

Dependencies:

 None

Required:

 No

Editable:

 N/A
Field Name: W_AISLEKEY

UI Field Name:

 Default aisle (on warehouse tab)

Type:

 Character

Length:

 30

Default Value:

 None

Valid Values:

 Alphanumeric and underscore

Dependencies:

 Must refer to a valid aisle

Required:

 No

Editable:

 Yes
Field Name: W_ROWKEY

UI Field Name:

 Default row (on warehouse tab)

Type:

 Character

Length:

 30

Default Value:

 None

Valid Values:

 Alphanumeric and underscore

Dependencies:

 Must refer to a valid row

Required:

 No

Editable:

 Yes
Field Name: W_BINKEY

UI Field Name:

 Default bin (on warehouse tab)

Type:

 Character

Length:

 30

Default Value:

 None

Valid Values:

 Alphanumeric and underscore

Dependencies:

 Must refer to a valid bin

Required:

 No

Editable:

 Yes
Field Name: CONTRACTENABLED (applicable ONLY for kits)

UI Field Name:

 Enable for Contracts

Type:

 Boolean

Length:

  
Default value: None
Valid values true, false
Dependencies If true, all kit component items must have a default revenue template and item GL group.
Required No
Editable Yes
Field Name: REVPOSTING (applicable ONLY for kits)

UI Field Name:

 Revenue Posting Preference (Kit Component tab)

Type:

 Character

Length:

 20

Default Value:

 Kit

Valid Values:

 Kit, Component

Dependencies:

 None

Required:

 No

Editable:

 Yes
Notes If CONTRACTENABLED = true, this field must be Component.
Field Name: IC_LINENO (applicable ONLY for kits)

UI Field Name:

 None

Type:

 Numeric

Length:

 Any

Default Value:

 None

Valid Values:

 Positive integer

Dependencies:

 Use 1 for the first line item and increment by 1 for each subsequent line.

Required:

 Yes (if kits)

Editable:

 No
Field Name: IC_COMPONENTKEY (applicable ONLY for kits)

UI Field Name:

 Item ID (on kits components tab)

Type:

 Character

Length:

 30

Default Value:

 None

Valid Values:

 Alphanumeric and underscore

Dependencies:

 None

Required:

 Yes (if kits)

Editable:

 Yes
Field Name: IC_QUANTITY

UI Field Name:

 No of Units (Kit Components tab)

Type:

 Numeric

Length:

 8

Default Value:

 None

Valid Values:

 Integer

Dependencies:

 None

Required:

 No

Editable:

 Yes
Field Name: IC_REVPERCENT (applicable ONLY if revenue posting for Kit type item is set as Component level)

UI Field Name:

 Allocation percent (Kit component section)

Type:

 Numeric

Length:

 10,2

Default Value:

 None

Valid Values:

 Decimal

Dependencies:

 None

Required:

 No

Editable:

 Yes
Field Name: PODESCRIPTION

UI Field Name:

 Description on Purchase Transactions

Type:

 Character

Length:

 400

Required:

 No
Field Name: SODESCRIPTION

UI Field Name:

 Description on Sales Transactions

Type:

 Character

Length:

 400

Required:

 No
Field Name: REVPRINTING

UI Field Name:

 Print format

Type:

 Character

Default Value:

 Kit

Valid Values:

 Individual Components (Individual components), Kit

Required:

 No
Notes If CONTRACTENABLED = true, this field must be Kit.
Field Name: VSOECATEGORY

UI Field Name:

 Fair Value category

Type:

 Character

Valid Values:

 Product-Specified, Software, Product-Unspecified, Upgrade-Unspecified, Upgrade-Specified, Services, Post Contract Support (PCS)

Required:

 No
Field Name: VSOEDLVRSTATUS

UI Field Name:

 Default delivery status

Type:

 Character

Valid Values:

 Delivered, Undelivered

Required:

 No
Field Name: VSOEREVDEFSTATUS

UI Field Name:

 Default deferral status

Type:

 Character

Valid Values:

 Defer until item is delivered, Defer bundle until item is delivered

Required:

 No
Field Name: W_REORDER_POINT

UI Field Name:

 Reorder point

Type:

 Character

Length:

 8

Required:

 No
Field Name: IC_KCDLVRSTATUS

UI Field Name:

 Default delivery status

Type:

 Character

Default Value:

 Delivered, Undelivered
Field Name: IC_KCREVDEFSTATUS

UI Field Name:

 Default deferral status

Type:

 Character

Valid Values:

 Defer until item is delivered, Defer bundle until item is delivered

Required:

 No
Field Name: INCOME_GL_ACCOUNT

UI Field Name:

 Revenue account

Type:

 Character

Length:

 24

Dependencies:

 A valid GL Account

Required:

 No
Field Name: EXPENSE_GL_ACCOUNT

UI Field Name:

 Expense account

Type:

 Character

Length:

 24

Dependencies:

 A valid GL Account

Required:

 No
Field Name: INVENTORY_GL_ACCOUNT

UI Field Name:

 Inventory account

Type:

 Character

Length:

 24

Dependencies:

 A valid GL Account

Required:

 No
Field Name: COGS_GL_ACCOUNT

UI Field Name:

 COGS account

Type:

 Character

Length:

 24

Dependencies:

 A valid GL Account

Required:

 No
Field Name: OFFSET_OE_GLACCOUNT

UI Field Name:

 Accounts Receivable GL account

Type:

 Character

Length:

 24

Dependencies:

 A valid GL Account

Required:

 No
Field Name: OFFSET_PO_GLACCOUNT

UI Field Name:

 Accounts Payable GL account

Type:

 Character

Length:

 24

Dependencies:

 A valid GL Account

Required:

 No
Field Name: DEFERRED_REVENUE_ACCOUNT

UI Field Name:

 Deferred revenue account
Field Name: DROPSHIP

UI Field Name:

 Available for drop ship

Type:

 Character

Default Value:

 F

Valid Values:

T (True), F (False)

Required:

 No

Editable:

 Yes
Field Name: BUYTOORDER

UI Field Name:

 Available for buy to order

Type:

 Character

Default Value:

 F

Valid Values:

T (True), F (False)

Required:

 No

Editable:

 Yes
Field Name: CNBILLINGTEMPLATENAME

UI Field Name:

 Billing template

Type:

 Character

Default Value:

 none

Valid Values:

 A valid billing template.

Required:

 No
Field Name: CNREVENUETEMPLATENAME

UI Field Name:

 Revenue template 1

Type:

 Character

Default Value:

 none

Valid Values:

 a valid revenue template

Required:

 No
Field Name: CNREVENUE2TEMPLATENAME

UI Field Name:

 Revenue template 2

Type:

 Character

Default Value:

 none

Valid Values:

 a valid revenue template

Required:

 No
Field Name: CNEXPENSETEMPLATENAME

UI Field Name:

 Expense template 1

Type:

 Character

Default Value:

 none

Valid Values:

 a valid expense template

Required:

 No
Field Name: CNEXPENSE2TEMPLATENAME

UI Field Name:

 Expense template 2

Type:

 Character

Default Value:

 none

Valid Values:

 a valid expense template

Required:

 No
Field Name: MRR

UI Field Name:

 MRR

Type:

 Character

Default Value:

 false

Valid Values:

 true, false

Required:

 No
Field Name: DEFCONTRACTDELIVERYSTATUS

UI Field Name:

 Default contract delivery status

Type:

 Character

Default Value:

 Delivered

Valid Values:

 Delivered, Undelivered

Required:

 No

Description:

 Default contract delivery status
Field Name: DEFCONTRACTDEFERRALSTATUS

UI Field Name:

 Default contract deferral status

Type:

 Character

Default Value:

 Defer revenue until item is delivered

Valid Values:

 Defer revenue until item is delivered, Defer revenue until all items are delivered

Required:

 No

Description:

 Default deferral status
Field Name: CNDEFAULTBUNDLE

UI Field Name:

 Contract default bundle

Type:

 Character

Default Value:

 false

Valid Values:

 true, false

Required:

 No

Editable:

  

Description:

 Indicates whether the item should be included in the MEA default bundle.
Field Name: CNMEACATEGORYNAME

UI Field Name:

 Contract fair value category

Type:

 Character
Field Name: ENABLE_REPLENISHMENT

UI Field Name:

 Enable replenishment for this item

Type:

 Boolean

Length:

 5

Default Value:

 None

Valid Values:

 true, false

Dependencies:

 Replenishment must be enabled on the Configure Inventory Control page

Required:

 No

Editable:

 Yes

Notes:

 Determines whether the item is included in the replenishment process.
Field Name: DEFAULT_UNIT_OF_MEASURE

UI Field Name:

 Units of measure default

Type:

 Character

Length:

 30

Default Value:

 The item's UOM for purchases

Valid Values:

 Any UOM in the item's UOM group

Dependencies:

 Refers to valid UOM in the item's UOM group

Required:

 No

Editable:

 Yes

Notes:

 If the item is enabled for replenishment, this field is used in the replenishment calculations.
Field Name: REORDER_POINT

UI Field Name:

 Reorder point

Type:

 Number

Length:

 8

Default Value:

 None

Valid Values:

 0 or any positive whole number

Dependencies:

 None

Required:

 No

Editable:

 Yes

Notes:

 If the item is enabled for replenishment, this field is used in the replenishment calculations if the replenishment method is 'Reorder point'.
Field Name: SAFETY_STOCK

UI Field Name:

 Safety stock

Type:

 Number

Length:

 8

Default Value:

 None

Valid Values:

 0 or any positive whole number

Dependencies:

 None

Required:

 No

Editable:

 Yes

Notes:

 If the item is enabled for replenishment, this field is used in the replenishment calculations.
Field Name: REPLENISHMENT_METHOD

UI Field Name:

 Replenishment method

Type:

 Character

Length:

 20

Default Value:

 None

Valid Values:

 Demand forecast by single value, Demand forecast by statistical account, Reorder point

Dependencies:

 If 'Demand forecast by statistical account' is selected, the statistical account must be identified in the Configure Inventory Control page

Required:

 No

Editable:

 Yes

Notes:

 If the item is enabled for replenishment, this field determines which replenishment calculations are used to determine the quantity to reorder.
Field Name: REORDER_QTY

UI Field Name:

 Quantity to reorder

Type:

 Numeric

Length:

 8

Default Value:

 None

Valid Values:

 0 or a positive whole number

Dependencies:

 None

Required:

 No

Editable:

 Yes

Notes:

 If the item is enabled for replenishment, this field is used in the replenishment calculations if the replenishment method is 'Reorder point'. It's the suggested amount to order when the reorder point is reached.
Field Name: V_FORECAST_DEMAND_IN_LEAD_TIME

UI Field Name:

 Demand forecast during lead time (in supplier entries table in Supplier history tab)

Type:

 Numeric

Length:

 8

Default Value:

 None

Valid Values:

 0 or any positive whole number

Dependencies:

 None

Required:

 No

Editable:

 Yes

Notes:

 If the item is enabled for replenishment, this field is used in the replenishment calculations if the replenishment method is 'Demand forecast by single value'.
Field Name: V_MIN_ORDER_QTY

UI Field Name:

 Supplier minimum order qty (in supplier entries table in Supplier history tab)

Type:

 Numeric

Length:

 8

Default Value:

 None

Valid Values:

 0 or any positive whole number

Dependencies:

 None

Required:

 No

Editable:

 Yes

Notes:

 If the item is enabled for replenishment, this field is used in the replenishment calculations. It's the minimum quantity a supplier will sell.
Field Name: V_UOM

UI Field Name:

 Units of measure (in supplier table in Supplier tab)

Type:

 Character

Length:

 15

Default Value:

 None (uses the Base unit of the item's UOM group)

Valid Values:

 A UOM in the item's UOM group

Dependencies:

 Refers to a valid UOM in the item's UOM group

Required:

 No

Editable:

 Yes

Notes:

 If the item is enabled for replenishment, this field is used in the replenishment calculations.
Field Name: V_PREFERRED_VENDOR

UI Field Name:

 Preferred supplier

Type:

 Boolean

Default Value:

 true for first supplier in the list (supplier with the lowest record number) and false for all other suppliers

Valid Values:

 true, false

Dependencies:

 None

Required:

 No

Editable:

 Yes

Notes:

 Only one supplier in the list can be the preferred supplier.
Field Name: W_REPLENISHMENT_METHOD

UI Field Name:

 Replenishment method (for this warehouse)

Type:

 Character

Length:

 20

Default Value:

 None

Valid Values:

 Demand forecast by single value, Demand forecast by statistical account, Reorder point

Dependencies:

 If 'Demand forecast by statistical account' is selected, the statistical account must be identified in the Configure Inventory Control page

Required:

 No

Editable:

 Yes

Notes:

 If the item is enabled for replenishment, this field determines which replenishment calculations are used to determine the quantity to reorder.
Field Name: W_SAFETY_STOCK

UI Field Name:

 Safety stock (for this warehouse)

Type:

 Numeric

Length:

 8

Default Value:

 None

Valid Values:

 0 or any positive whole number

Dependencies:

 None

Required:

 No

Editable:

 Yes

Notes:

 If the item is enabled for replenishment, this field is used in the replenishment calculations.
Field Name: W_REORDER_QTY

UI Field Name:

 Quantity to reorder (for this warehouse)

Type:

 Numeric

Length:

 8

Default Value:

 None

Valid Values:

 0 or any positive whole number

Dependencies:

 None

Required:

 No

Editable:

 Yes

Notes:

 If the item is enabled for replenishment, this field is used in the replenishment calculations if the replenishment method is 'Reorder point'. It's the suggested amount to order when the reorder point is reached.
Field Name: ENABLELANDEDCOST

UI Field Name:

 Enable distribution of landed costs to this item

Type:

 Boolean

Length:

  

Default Value:

 false

Valid Values:

 true, false

Dependencies:

 None

Required:

 No

Editable:

 Yes

Notes:

 Applicable only if item type is Inventory.
Field Name: ITEMLANDEDCOST_COUNT_VALUE

UI Field Name:

 Landed cost distribution method of 'Count'

Type:

 Decimal

Length:

 10

Default Value:

 None

Valid Values:

 Positive decimal

Dependencies:

 ENABLELANDEDCOST must be set to true

Required:

 No

Editable:

 Yes

Notes:

 Applicable only if item ENABLELANDEDCOST is set to true. If you populate this column, the Value field for the 'Count' distribution method will be populated and the Active checkbox will be selected. If the UOM_GROUP is 'Count', the entered value will be overridden to be 1.
Field Name: ITEMLANDEDCOST_VOLUME_VALUE

UI Field Name:

 Landed cost distribution method of 'Volume'

Type:

 Decimal

Length:

 10

Default Value:

 None

Valid Values:

 Positive decimal

Dependencies:

 ENABLELANDEDCOST must be set to true

Required:

 No

Editable:

 Yes

Notes:

 Applicable only if item ENABLELANDEDCOST is set to true. If you populate this column, the Value field for the 'Volume' distribution method will be populated and the Active checkbox will be selected. If the UOM_GROUP is 'Volume', the entered value will be overridden to be 1.
Field Name: ITEMLANDEDCOST_WEIGHT_VALUE

UI Field Name:

 Landed cost distribution method of 'Weight'

Type:

 Decimal

Length:

 10

Default Value:

 None

Valid Values:

 Positive decimal

Dependencies:

 ENABLELANDEDCOST must be set to true

Required:

 No

Editable:

 Yes

Notes:

 Applicable only if item ENABLELANDEDCOST is set to true. If you populate this column, the Value field for the 'Weight' distribution method will be populated and the Active checkbox will be selected. If the UOM_GROUP is 'Weight', the entered value will be overridden to be 1.
Field Name: WEIGHTUOM

UI Field Name:

UOM for weight

Type:

Character

Length:

50

Dependencies

A valid unit of measure detail

Required:

No (required only if you specify NETWEIGHT)

Description:

UOM for weight
Field Name: NETWEIGHT

UI Field Name:

Net weight

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Dependencies:

None

Required:

No

Description:

New weight
Field Name: LWHUOM

UI Field Name:

UOM for length, width, and height

Type:

Character

Length:

50

Dependencies

A valid unit of measure detail

Required:

No (required only if you specify LENGTH, WIDTH, or HEIGHT)

Description:

UOM for length, width, and height
Field Name: LENGTH

UI Field Name:

Length

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Dependencies:

None

Required:

No

Description:

Length
Field Name: WIDTH

UI Field Name:

Width

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Dependencies:

None

Required:

No

Description:

Width
Field Name: HEIGHT

UI Field Name:

Height

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Dependencies:

None

Required:

No

Description:

Height
Field Name: THICKNESSUOM

UI Field Name:

UOM for thickness

Type:

Character

Length:

50

Dependencies

A valid unit of measure detail

Required:

No (required only if you specify THICKNESS, MINIMUMTHICKNESS, or MAXIMUMTHICKNESS)

Description:

UOM for thickness
Field Name: THICKNESS

UI Field Name:

Thickness

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Required:

No

Description:

Thickness
Field Name: MINIMUMTHICKNESS

UI Field Name:

Minimum thickness

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Required:

No

Description:

Minimum thickness
Field Name: MAXIMUMTHICKNESS

UI Field Name:

Maximum thickness

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Required:

No

Description:

Maximum thickness
Field Name: AREAUOM

UI Field Name:

UOM for area

Type:

Character

Length:

50

Dependencies

A valid unit of measure detail

Required:

No (required only if you specify AREA)

Description:

UOM for area
Field Name: AREA

UI Field Name:

Area

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Dependencies:

None

Required:

No

Description:

Area
Field Name: VOLUMEUOM

UI Field Name:

UOM for volume

Type:

Character

Length:

50

Dependencies

A valid unit of measure detail

Required:

No (required only if you specify VOLUME)

Description:

UOM for volume
Field Name: VOLUME

UI Field Name:

Volume

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Required:

No

Description:

Volume
Field Name: DIAMETERUOM

UI Field Name:

UOM for diameter

Type:

Character

Length:

50

Dependencies

A valid unit of measure detail

Required:

No (required only if you specify INNERDIAMETER or OUTERDIAMETER)

Description:

UOM for diameter
Field Name: INNERDIAMETER

UI Field Name:

Inner diameter

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Required:

No

Description:

Inner diameter
Field Name: OUTERDIAMETER

UI Field Name:

Outer diameter

Type:

Number

Length:

13

Valid Values:

Digits 0-9

Required:

No

Description:

Outer diameter
Field Name: DUROMETER

UI Field Name:

Durometer

Type:

Character

Length:

10

Required:

No

Description:

Durometer
Field Name: DENSITYUOM

UI Field Name:

UOM for density

Type:

Character

Length:

50

Dependencies

A valid unit of measure detail

Required:

No (required only if you specify DENSITY)

Description:

UOM for density
Field Name: DENSITY

UI Field Name:

Density

Type:

Character

Length:

40

Required:

No

Description:

Area
Field Name: UPC12

UI Field Name:

UPC-12

Type:

Number

Length:

12

Valid Values:

Digits 0-9

Required:

No

Description:

UPC-12
Field Name: EAN13

UI Field Name:

EAN-13

Type:

Number

Length:

12

Valid Values:

Digits 0-9

Required:

No

Description:

EAN-13
Field Name: SAFETYITEM

UI Field Name:

Safety item

Type:

Character

Valid Values:

true, false

Required:

No

Description:

Safety item
Field Name: RESTRICTEDITEM

UI Field Name:

Restricted item

Type:

Character

Valid Values:

true, false

Required:

No

Description:

Restricted item
Field Name: COMPLIANTITEM

UI Field Name:

Compliant item

Type:

Character

Valid Values:

true, false

Required:

No

Description:

Compliant item
Field Name: CONDITION

UI Field Name:

Condition

Type:

Character

Length:

30

Required:

No

Description:

Condition
Field Name: ENGINEERINGALERT

UI Field Name:

Engineering alert

Type:

Character

Length:

30

Required:

No

Description:

Engineering alert
Field Name: SPECIFICATION1

UI Field Name:

Specification 1

Type:

Character

Length:

30

Required:

No

Description:

Specification 1
Field Name: SPECIFICATION2

UI Field Name:

Specification 2

Type:

Character

Length:

30

Required:

No

Description:

Specification 2
Field Name: SPECIFICATION3

UI Field Name:

Specification 3

Type:

Character

Length:

30

Required:

No

Description:

Specification 3
Field Name: ENGINEERINGAPPROVAL

UI Field Name:

Engineering approval

Type:

Character

Valid Values:

true, false

Required:

No

Description:

Engineering approval
Field Name: QUALTITYCONTROLAPPROVAL

UI Field Name:

Quality control approval

Type:

Character

Valid Values:

true, false

Required:

No

Description:

Quality control approval
Field Name: SALESAPPROVAL

UI Field Name:

Sales approval

Type:

Character

Valid Values:

true, false

Required:

No

Description:

Sales approval
Field Name: PRIMARYCOUNTRYOFORIGIN

UI Field Name:

Primary country of origin

Type:

Character

Length:

30

Required:

No

Description:

Primary country of origin
Field Name: BRAND

UI Field Name:

Brand

Type:

Character

Length:

30

Required:

No

Description:

Brand
Field Name: SUBBRAND

UI Field Name:

Sub brand

Type:

Character

Length:

30

Required:

No

Description:

Sub brand
Field Name: CATEGORY

UI Field Name:

Category

Type:

Character

Length:

30

Required:

No

Description:

Category
Field Name: SUBCATEGORY

UI Field Name:

Sub category

Type:

Character

Length:

30

Required:

No

Description:

Sub category
Field Name: CATALOGREF

UI Field Name:

Catalog reference

Type:

Character

Length:

30

Required:

No

Description:

Catalog reference
Field Name: COLOR

UI Field Name:

Color

Type:

Character

Length:

30

Required:

No

Description:

Color
Field Name: STYLE

UI Field Name:

Style

Type:

Character

Length:

30

Required:

No

Description:

Style
Field Name: SIZE1

UI Field Name:

Size 1

Type:

Character

Length:

30

Required:

No

Description:

Size 1
Field Name: SIZE2

UI Field Name:

Size 2

Type:

Character

Length:

30

Required:

No

Description:

Size 2
Field Name: GIFTCARD

UI Field Name:

Gift card

Type:

Character

Valid Values:

true, false

Required:

No

Description:

Gift card
Field Name: WEBENABLED

UI Field Name:

Web enabled

Type:

Character

Valid Values:

true, false

Required:

No

Description:

Web enabled
Field Name: WEBNAME

UI Field Name:

Web name

Type:

Character

Length:

100

Required:

No

Description:

Web name
Field Name: WEBSHORTDESC

UI Field Name:

Web short description

Type:

Character

Length:

30

Required:

No

Description:

Web short description
Field Name: WEBLONGDESC

UI Field Name:

Web long description

Type:

Character

Length:

30

Required:

No

Description:

Web long description