Table of Contents

Vendor item activation

Vendor item activation is a process in which you can move an item from Vendor Catalog to standard Business Central items or Catalog Items.

1. Check the Status of Data

Use Alt+Q to access Vendor Items. The field Integration Status shows the status of the imported data. Possible values are:

  • New: Item is new in a vendor's offer. It will be created in ERP.
  • Update: Item has been updated and you have it in ERP. Item will be updated.
  • Delete: Item has been deleted from a vendor's offer. It will be set as blocked in your ERP.
  • Exists: Item is new in a vendor's offer, but the same item exists in your ERP. Item will be updated.
  • Does Not Exist: Item is marked as updated in a vendor's file, but you do not have it in your ERP. The item will be created in ERP.
  • More Items Exist:
  • Activated: Item has already been activated from this data import.
Note

If an item exists in your ERP, you can see the linked item in field Item No.

2. Activate Items

  1. Use Alt+Q to access Vendor Items.

  2. This step needs to be done only once per partner. It is a required setting; otherwise, item activation (step 7) will throw an error.

    2.1. Select action Import from Related.

    2.2. On the Product Data Import Card, select Partner from Related.

    2.3. In the partner card, specify Vendor No. to map it to your ERP vendor. This setting is used for mapping between incoming items and items in Vendor Catalog.

    2.4. Close the partner card and go back to Vendor Items.

    2.5. Select one or more lines that should be activated.

    2.6. Select Update Item References from Home to find corresponding items in ERP items, if any.

  3. In the list select one or more lines which will be activated.

  4. In the Home tab, select Activate Item(s).

  5. In the dialog box, click on OK.

  6. In the dialog page:

    • In the Item No. Generation Method field, you can select how the new item number will be generated. This is available only if field Integration Status is New for the line.
    • If you select only 1 item you can see or change the new item number in field Item No..
    • Importantly, you can choose if you want to activate to Item(s) or to Catalog Item(s) by specifying the value of the field Create for unknown types. The default value is Item.
    • Below you have a list of booleans (fields starting with Include), and thereby you can select what will be transferred from Vendor Catalog to the master data.

  7. Click on OK to proceed with item(s) activation.

  8. The items have been activated and you can see them in the standard items list (or in catalog items list, if you chose to create catalog items). The Integration Status value has been set to Activated for the selected line(s).

Options

Item No. Generation Method determines how the new item number is generated.
When only one item is selected, you can set the item number manually. Other options are Item Nos., which assign the next number from the selected Number series to the activated item. Vendor Item no. uses the No. field from Vendor Item. GTIN uses the GTIN code for the item number. Manufacturer Item No. can be used to populate the item number with the Manufacturer's Item Number field from the Vendor Item card.

The Create for unknown types field lets you decide whether unknown entities are activated as Items or Catalog Items. An unknown type is an item that does not exist in Pimics.

Include Master Data activates the item with imported master data, such as description. Other fields can also be included in activation:

  • Translations
  • Features
  • Keywords and their translations
  • Descriptions and their translations
  • Documents
  • Pictures
  • Units of Measure
  • References
  • Substitutions

Duplicate File Handling lets you create a duplicate as a new item, overwrite an existing item, or ignore imported data and use existing data.

BMECat import
DataNorm import
Excel import
Manage imports and items
Partner
XML import