Applies to: RollMaster (RM) Core
Use this article as a reference for the Customer Facing CSV Import utility in Special Functions, including selecting import types, uploading CSV files, running imports, and using import-specific options such as Special Pricing and A/P Open Items.
Does Not Cover: Custom report creation, data analytics/reporting tools, or manual data entry processes outside of CSV import workflows.
Menu Path: Special Functions > Customer Facing CSV Imports
For other Inventory Control programs, refer to the Special Functions module documentation.
This module allows customers to import a variety of data into RollMaster using .csv files. Some examples include A/P Open Items, Catalog – Material, including changes to pricing for non-B2B Product Codes, and Sales Tax Codes, including changes to existing Sales Tax Codes, and several other data sets. Once the .csv file has been created and saved, this module can be accessed to perform the import. When you enter this module, the system will prompt a User Imports screen as follows:
At the Choose Import (1) field, use the drop-down arrow to select an import option. If you are interested in any of the below import items, click on the Example option at the top left of the main screen to access a full list of sample “.csv” files on every import option. If you need further assistance, please contact RollMaster Support. The current list of Import options appears as follows:
You will then click the Select File to Import (2) button to locate the .csv file on your computer hard drive. Once the file is selected, click the Import button to continue. Some of the options have additional screens that will provide additional functionality prior to import. For example, if the Special Pricing option is selected, following the Import process, the system will then prompt a Special Pricing Spreadsheet Import (CSV) screen as follows:
A few fields have been added prior to the import to direct the Special Pricing. At the first field (1), select whether the pricing is by Property Manager, Customer ID, or Customer Type. At the next field (2), select whether it is Exact Price or by Price Level. At the New End Date (3) field, accept the default or click the date box and select a new date for the Special Pricing to expire. Click the Build button to begin the import.
In the A/P Open Item data import option, the screen appears below. The system will recognize negative values and distinguish between an Invoice and a Credit Memo and then denote them as such in the display screen prior to import.
Also, Users will can backdate items to +/- 1 year from the current year. However, a RollMaster Support Agent is able to assist with up to +/- 5 years. The system will check for duplicate items in same file as well as identify the existence of a C/M already in the system, even if it has been deleted.
Please Note: At the top left of the screen, you will note a History option. When you click on this option, the system will prompt the following History screen:
A list of all previously imported files will appear in this screen. Use the Type drop-down box to see all history on a specific import option.