Part import

In this procedure you can import parts as well as annual budgets for purchase and sales from text files. The procedure is mainly used to load/import new parts. But it is also possible to update parts that already exist in the part register. If the part number that you import from the file already exist in the system, that part will be updated. For the parts you then select which default values should be used. You decide the part type, and part status.

It is not possible to change unit or add alternative units for existing parts. For new parts, the unit you enter will become the part's standard unit.

For supplier links you can modify prices from existing suppliers. This is only possible if the supplier number and the supplier's part number matches the ones already in the system. If the numbers differ, a new supplier link will be created.

Import file

In the Import file box you enter the path to the file from which you will import data. To start the import click the button Import in the toolbar. All data will be loaded to the list in the Loaded records box. You can manually add and delete rows. You can also filter to decide which rows to see. To complete the import you must check the box Include for the rows you wish to save and then click Save . When you save, the included rows will be removed from the list.

Material and operations

In addition to the parts you can also import BOM (bill of material) and routing (the order of the operations) for the parts. For bills of material (BOM) and routing lists you can either add operations and material to what already exists on the parts. The other alternative is to delete existing BOM/operations and only add the imported ones. This is determined with the settings Delete existing material and Delete existing operations.

When you import bills of material and operations you can also create the main part to which the operations/materials belong. This is possible if the part number does not exist in the system already. Both part number and name for this main part must then be included in the file.

When importing operations, the default time unit in the system setting Time unit for setup and unit time for operations will be used. The unit is shown at the bottom of the box Default values when you select the type Operations.

Annual budget – sales and purchase

When you import the type Annual budget – sales or Annual budget – purchase, the row number, part number, old annual budget, and new annual budget are shown. You also find a column called Difference %. Then all columns that you have selected to include in the current format template are shown.

Format templates

You can configure the format of the file at the time of the import. You can create a temporary format or a format template which can be used again. The function Format templates is found in the backstage of the procedure. There you can select for which columns data should be loaded/imported. For the content of the file you can also configure which limiters should be used as column limiter and decimal limiter. Furthermore you can enter a specific number of initial rows which should be skipped during the import.

Read more about format templates.