Creating Part Lists in the Part List Viewer

Use the following procedure to create a part list from the Item List Maintenance Viewer. This procedure is for all types of Part Lists, including Dynamic Promotions Item Lists.

1. Open the Part List Maintenance ViewerFrom the Eagle Browser Launch bar, type Lists and press Enter.
   (Note: You can also access this viewer from Modify Item Promotions (MIP), by clicking Misc and selecting Maintain Item Lists.).

2. Click Add List. The Add New Part List dialog box displays.

3. In the List Name field, type a name for this list.

4. In the List Type field,select the type of list you want to create (if you are creating a dynamic promotion, select B–Dynamic Promotions).

• List Types include:
• B=BOGO (Dynamic Promotions). This List Type only displays if you are using Dynamic Promotions.
• L=Labels. This List Type only displays in Eagle Mobile label printing.
• O=Ordering. This List Type displays in the Part List drop-down of the Suggested Order Report (RSO) and the Purchase Order Format Report (RPO).
• P=Physical Inventory. (Eagle Mobile users only) This List Type displays in the Eagle Mobile Physical Inventory function, and in the Eagle for Windows Physical Inventory Report (RPI).
  
  Note that the List Type determines which application’s Item List drop-down a particular part list will appear in. If you set List Type to blank, that part list will appear in all applications' Part List drop-down.   

5. In the Store field, select the store you wish to assign to the list.

6. In the Comment field (Optional), type a note for your reference. The Comment field is available in the Item List Header Viewer.

7. In the Clear Grid field, if you need to clear the grid of existing parts before continuing, select Y. Select N if you want to add parts to the existing list.

8. In the Add Items field, select the method you want to use to add parts to the list.

Click one of the following for more information about that selection:

1. 1. • Select Add to manually enter parts one at a timeUse this option if you know the SKUs of the parts you want to include in the list. This option allows you to create an item part list, or add to an existing item list, by entering individual SKUs.
        Type the SKU to add, and press Enter. Repeat as desired, then press Cancel when done adding parts. Note: You can also use the toolbar's Add Item button to add items to an Item List. . This option is best for small lists, when you know the SKU numbers of the parts.

      • Select Import to import a text file of partsUse this option to create an item list, or add to an existing item list, by importing a plain text file (must have an extension of .txt) containing a list of SKUs. Each SKU must be on a separate line. This is an example of a text file.
        
         You can create and edit the text file in Notepad, and you must save the text file in C:\3apps\Temp. When you select Import, a dialog displays.
        
        
        Select the file for SKU list, select whether you are importing into the list that is currently displayed in the grid, or into a new list that you name in the New List Name field. Note: You can also access the import feature by clicking Import (F8) on the toolbar..

      • Select Viewer to display the Inventory Viewer to select partsUse this option to create an item list, or add to an existing item list, by using the Inventory Viewer to select items. Use check boxes to select the desired items and use <Select> to paste them into the current list. If no items are checkboxed, then it will add only the one item that is currently highlighted in the grid.
        
        Note: You can also access the Inventory Viewer feature by clicking View Inv (F9) on the toolbar.

      • Select Department, Class, Fineline, Manufacturer, or Primary Vendor to create a list for all items in that selection.The system will add all of the items in that department, class, fineline, manufacturer, or primary vendor to the item list. Once the ‘by criteria’ item list has been created you cannot manually delete items from, add and append items to the list. (Cukrrently only supported for Dynamic Promotion type Parts Lists)
        
        A ‘by criteria’ item list can be identified by its label under the Store field at the top of the Parts List Maintenance Viewer.
         
        Add the new report RILM (Item List Maintenance) to an EOD queue. This report will reconcile item lists which were created using a department, class, fineline, manufacturer, or primary vendor. It will confirm the items in the list are still in that category, and it will add any new items in that category to the list
        
        The Misc Menu in LISTS will have choices to E-Clear List Class and F-Sync List Class when a ‘by criteria’ list is displayed.   
          · Clear List will remove that criteria from the list and it becomes just a standard list of items, no longer maintained by RILM.
          · Sync List essentially runs RILM to reconcile the list.

      • Select No if you do not need to add parts.

      

   2. Add the new report RILM (Item List Maintenance) to an EOD queue. This report will reconcile item lists which were created using a department, class, fineline, manufacturer, or primary vendor. It will confirm the items in the list are still in that category, and it will add any new items in that category to the list

9. Click OK to continue.