Do you have other software that collects customer Ship To Addresses? Do you need an easy way to update Shipping Addresses for your customers?

With RIS - Import A/R Ship To Addresses, you can use Peachtree to import new or modified Ship To Addresses for your customers in the Accounts Receivable file. RIS - Import A/R Ship To Addresses allows A/R customer records to be created or updated from a comma delimited ASCII file.

Instructions for Operators:

Before beginning the import procedure, make a backup of A/R.

To import, use Maintain Customers in Accounts Receivable. At Customer ID, push "F6 - Import".

+--------------------------------------------------------------------+
|+==================================================================+|
||ARMAINT               Maintain Customers         COMPANY ID: SP   ||
||07/10/96           Software Professionals Inc.   GENERATION #: 11 ||
|+==================================================================+|
|Customer   ID:                                                      |
|                                                                    |
|                                                                    |
|                                                                    |
| F1 - Help  F2 - Lookup  F6 - Import   F10 - Menu   Shft F10 - Home |
+--------------------------------------------------------------------+

You will then be prompted with a menu where you choose to Import Customers or Import Ship To Addresses. Import Customers is a standard Peachtree feature. Select Import Ship To Addresses if that is what you want to do.

You will be prompted to enter the name of the file to import, whether to add new customers and/or update existing customers:

+--------------------------------------------------------------------+
|+==================================================================+|
||ARMAINT               Maintain Customers          COMPANY ID: SP  ||
||07/10/96          Software Professionals Inc.     GENERATION #: 11||
|+==================================================================+|
|Import Customers                                                    |
|File to Import.................: C:\PCIII\CUSTOMER.DAT              |
|Add New Customers (Y/N)........: Y                                  |
|Update Existing Customers (Y/N): Y                                  |
|                                                                    |
+--------------------------------------------------------------------+

Instructions for Programmers:

The ASCII file has the following format:

Field Name     Length    Type    Notes
------------- --------  ------  --------------------------------------
Customer ID        6    Alpha   Must be a valid Cust ID.
Ship To ID         6    Alpha   Required field. Must be unique for each
                                customer.  If a record with same ID
                                already exists for the customer, the
                                record will be updated IF you asked to
                                update existing Ship To Addresses.
Ship To Name      25    Alpha
Address 1         25    Alpha
Address 2         25    Alpha
Address 3         25    Alpha
Postal (Zip) Code 10    Alpha
Telephone         12    Alpha
Tax Code           3    Alpha   Must be valid Tax Code

Separate fields by commas. Fields must be enclosed in quotes if they contain spaces or commas. All fields can be enclosed in quotes, but quotes are not required unless the previous statement applies.

Each address must start on a separate line. An example might look like the following:

"AAAAAA","SHIP01","Name","ADDR1"," "," ","00001","800-000-0000"

Import records can make extensive use of default values. If a field contains invalid data, or is only represented by a comma, then the default value will be used. If updating a customer record, and a field is represented by a comma, then the previous value will be used.

For example, to create an import that only updates the Telephone, use lines in the file that look like the following:

"AAAAAA","SHIP01",,,,,,"999-999-9999"
"BBBBBB","SHIPID",,,,,,"999-999-9999"

To set a field to blank, enclose at least one space in quotes. (You are not allowed to set customer ID or Ship ID to blank.)

If the Ship To ID is blank, or the Customer ID is not valid, the address is not imported and the line in the ASCII file is ignored.