Field Mapping--Suppliers & Vendors

Author: Reference Number: AA-01348 Created: 2011-03-01 09:51 Last Updated: 2011-11-03 16:27

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This document explains each column in the @OSImport_SupplierList_Template.xls file. The @OSImport_SupplierList_Template.xls file is the file used by you (and your OneSource Data Conversion Manager) to properly map and identify each field of data that you plan to import into OneSource. For additional help with this document please contact your OneSource Data Conversion Manger at 866-204-4997.

Field Mapping Spreadsheet Column Name	OneSource Field Type	Field Length or Numeric Range	Sample value	Default Value	Additional Notes

Supplier Number	Text	50	Value Supply		* REQUIRED * No duplicate values allowed. Each Supplier Number must be unique. Cannot have any Suppliers Numbers with “ or * characters.
Active	Yes/No		Yes, No True, False -1, 0	Yes	* IMPORTANT * The sample values displayed to the left are the ONLY valid values for ANY YES/NO field.
Supplier Vendor Name	Text	50	ABC Supply
Supplier or Vendor	Text	1	Supplier	1	1 = Supplier; 2 = Vendor
Supplier/Vendor Type	Text	20	Supplier	Supplier	Descriptive text to categorize the type of Supplier / Vendor.
Salutation	Text	50	Mr.
First Name	Text	50	Matt
Last Name	Text	50	Jones
Title	Text	50	President
Address 1	Text	255	123 North St
Address 2	Text	50
City	Text	50	Los Angeles
State/Province	Text	25	CA
Region	Text	NA	Southwest
Zip/Postal Code	Number	75	92888
Country	Text	50	USA
City, State, Zip Combined	Text	NA	Los Angeles, CA, 92888
Remit to Company Name	Text	255	ABC Supply – Corporate Office		REMIT TO Address fields are printed on the Checks. If not filled in, the import technician will auto fill them with the standard address information above.
Remit to First Name	Text	255	Mark
Remit to Last name	Text	255	Smith
Remit to Address 1	Text	255	123 South St
Remit to Address 2	Text	255
Remit to City	Text	255	Newport Beach
Remit to State/Province	Text	255	CA
Remit to Zip/ Postal Code	Text	255	92860
Remit to Country	Text	255	USA
Phone	Number	NA	8885551212
Fax	Number	NA	8005551212
Account Number	Text	50	123456		This is your assigned account number from the Supplier or Vendor.
SIC Code	Number	Long Integer	1234		This is the Standard Industry Code. It describes the industry in which the Supplier or Vendor is associated.
Products and Services	Text	255			Short description of the products and services provided by this Supplier or Vendor. Handy for search for Suppliers or Vendors by keyword.
Web Site	Text	100	www.abccompany.com
Payment Terms	Text	50	1% 10 Net 30
Credit Limit	Currency	NA	$10,000.00
Minimum Order to Receive Discount	Currency	NA	$500.00		The minimum order amount prescribed by the Supplier.
Minimum Order Notes	Text	255	Orders less than $500 subject to freight + $50 surcharge.		Descriptive notes that describe the Minimum Order to Receive Discount field.
Federal Tax ID	Number	20	F123456
State Tax ID	Number	20	S123456
Shipped Via	text	50	UPS
Date Added	Date	NA	08/01/07	Date of Import
Date Edited	Date	NA	08/01/07
1099	Yes/No		Yes, No True, False -1, 0	No	Does this vendor need a 1099 at the end of the Fiscal Year?
1099 Line	Number	Integer	S123456		(OPTIONAL) * SPECIFIC VALUES REQUIRED * If you desire to print 1099’s out of OneSource and you desire to import this data, please make sure the appropriate # is identified in each row, by following the # legend provided in this list: 1=Rents; 2=Royalties; 3=Other income; 5=Fishing boat; 6=Medical; 7=Nonemployee; 8=Substitute; 10=Crop insurance; 13=”Golden Parachute"; 14=Attorney
Notes	Text	255			Any Notes that pertain to Supplier


Default GL Account	Text	50	123456
Default GL Discount Account	Text	50	12345

*** NOTE: Rows highlighted in Yellow may require unique/key values from another table. For example, a GL account field will require the unique ID of the account stored in the Chart of Accounts field. In this example, if your Chart of Accounts are being imported as well we may be able to translate the Account # with the unique GL Account ID. On the other hand, again using this example, if the Chart of Accounts where entered by hand in OneSource and the Account Number assigned to each account number is different than those identified in the GL Account row in this sheet, such as the Default Expense Account, you will need to determine the Unique GL Account ID and enter the ID by hand into the column in the exported data before sending to OneSource for the data conversion.

*** NOTE: In order to provide the most user friendly Field/Column names, the Field Mapping Spreadsheet Column Names do not always match with the actual table field names in OneSource. ***