Import items

Content was last updated in 06.22.07-00

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Want to read/view item information from a Non-R2 environment?  Well, what you need is a translator that read from Non-R2 and then feeds it into our R2 database. Once this is done, you can view/add the item in your R2 Orders.

All this happens in just two-clicks.  Just like drag-and-drop files from one drive/folder to another. Only difference being, here we do it through CSV (Comma Separated Values File). To achieve this, the Non R2 user should ensure the item details are stored in CSV format.

The first line of the CSV file should mention the Header Row; that is the Column Names of the Fields to be input.

Also, the values entered must always be in the same sequence as the fields in the Header Row.

Table 1.0: CSV file header details

Headers	Description
Product/AssetID	Enter the valid Product ID or Asset ID. Additionally, Section ID/ Disclaimer ID (when Action is section Header/ Disclaimer) can be entered.
Qty	Specify the quantity required on the Order. If quantity is not provided in CSV file, system considers it as '1'.
Description	Enter the product description. If the description is provided in CSV file, system imports as is for items/assets/blank lines. Otherwise, description is set as in item/asset definition. If Section ID provided in ProductID/AssetID column is non-existing, then it continues to import and rather insertS with a blank line showing Description column as Section ID provided.
Action	Specify the action on the item line. All the actions that you see in the Order > Action column are supported. When the 'Action' is not provided in CSV file for the keyed in Product or Asset ID, following is the default action considered.  In the 'Item edit' window , If Rent and Sell checkbox is selected — Rent is considered for Rental order. If Rent and Sell checkbox is not selected —  Sell is considered or Sale order. If Sell checkbox selected—  Sell in Rental and Sale order. The text in the Action column of the CSV file should match the text from 'Action' column of the Order window. The field is CASE Sensitive.
Notes	Key in the notes if any. When notes are provided for the lines with 'Action' as Section Header/Section Total/Sub Total/Disclaimer/Page Break/Blank ( ), it fails to set the notes and shows as warning. Notes of 2000 characters can be given here.

Exceptions

Once the file imported is completely processed, a message displays to indicate whether the import was success or there were any exceptions.

The exceptions list contains errors and warnings.

• Errors: When system shows the item line has error, it means the item is not imported to Order due to error.

• Warnings: When system shows the item line has warning, it means the item is imported to Order but has a warning.

These warnings and errors are not logged anywhere and is lost on closing the message window.

However, an option is provided to print these list of warnings and errors.

How to import items?

1. Before starting, ensure the non- R2 user listed the item details in a CSV file and places the file on a drive accessible to R2 user computer.

 A non R2 user should ensure to provide the headers before providing the item details.

2. Create an Order.

3. In the tool bar, click Import items.

4. In the 'Import Items' pop-up, locate the CSV file and then click Import button.

5. If the file processed successfully, then a success message displays and the items gets imported to the Order as shown below.

6. If processed file has exceptions, then you will see the below pop-up.

7. To view the details on the exceptions, click Details button.

The 'Details' window presents the following details:

Line number:  Displays the line number of the CSV file which has exceptions.

Product ID: Displays the product ID provided in the CSV file.

Error/warning: Displays whether the line has error or warning.

Reason: Displays the reason why the item has exceptions.

8. To print the exceptions, click Print button.

The same data as shown in Figure 1.6 is reflected in the document as well.