Overview

You can export the FEDA data or a Project from AQ to Add new items or to update their pricing. You can even export your TRX data to be imported into AQ, Update the Pricing in AQ, then Export to update in TRX.

Manual Price Update Process

Export from TRX and Import into AQ

To quickly update data manually, we will start by exporting the TRX data in a format that AQ can read.

1. Create TRX Export

   1. Go to INV>INV Special Functions>Export Data

   2. Follow Guide to Create a Template: https://sunsofterptampa.atlassian.net/wiki/spaces/TM/pages/6554008

   3. Use these TRX Fields:

      1. “Item-ITEM_DES”

      2. “Item-MANUFACTURER”

      3. ”Item-MAN_PART_NUMBER”

   4. Export Template

   5. Put the data in this Order

      1. Line_No - Set ascending numbers on the lines to be imported as a project

      2. Quantity - Set for importing the Project, you can set to 1

      3. Description - This is TRX field “Item-Item Description” from the Export

      4. Manufacturer - This is TRX field “Item-Item-Manufacturer” from the Export

      5. Model Number - This is TRX field “Item-Mfg Part number” from the Export

2. Import into AQ

   1. Remove Header from Export File

   2. Import using KCL Import in AQ

Here is template of what the Export should look like:

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Export from AQ and Import Into TRX

1. Update Pricing on Project in AQ

2. Export Project from AQ for TRX

3. Use Update Prices guide below to import Project into TRX

Add and Update items

Once you have your AQ files, you can either Add or update items.

Add New Items

You can add new items by using an AQ Project or AQ FEDA export. The Item Category field, Class field, and Attributes checkboxes will appear once you select the Checkbox.

1. Select “Add New Items” Checkbox

2. Select the correct file type: “AQ Project” or “AQ FEDA”

3. Hit Browse to find your file

   1. If you get an error when you select the file, you may need to move the file to another folder on your machine, or remove any apostrophes

4. Set Category and Class

5. Select/Adjust any Control points

   1. These Default based on Category

6. Hit Lightning Bolt to Add Items

*Select the correct file type: “AQ Project” or “AQ FEDA” before hitting Browse to select the file. Otherwise, you will receive an error.

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Update Prices

You can update items by using an AQ Project or AQ FEDA export. Checkboxes to select which item details get updated will appear once you select the Checkbox.

1. Select “Update Prices” checkbox

2. Select file type: “AQ Project” or “AQ FEDA”

3. Hit Browse to find your file

   1. Error: Move file or remove any apostrophes

4. Select which data will get updated

5. Hit Lightning Bolt to Add Update Items

*Select the correct file type: “AQ Project” or “AQ FEDA” before hitting Browse to select the file. Otherwise, you will receive an error.

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Processing the Update

When you hit the lightning bolt, the change record screen will come up. Here you can check, adjust, and update your items.

Header Fields

• Model - Enter model number to search list of items by Model

• Vendor- Enter Vendor number to search list of items by Vendor

• Discount- Enter Discount to search list of items by Discount

• Exit - This button will leave the update screen

Detail Fields

• Item - Item number from TRX

• Item Description - Item Description from TRX

• Vendor - Vendor Number for the item

• Sell U - Selling UOM for the item

• Cost - The Cost of the item

• List Price - The List price for the item

• Net Price - The Net Price for the item

• AQ Net Price - The Price coming from AQ Net

• Disc. - The Discount for the Item

• Per Off - Percentage off, based on Discount

Bottom Buttons

• Process Transactions - This will Process all of the items in the screen, ignoring any items that had errors and weren’t marked to process.

• Update All Records - This will process all items, including those with Errors

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