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Import Data
This tool is used for importing the BOM, Components, Processes, Resources, Plants and Consumption data. The tool supports comma delimited, tab delimited or user defined delimiter files. The user can copy and paste existing Excel data into the import form, or open an existing excel file in here. The delimiter can be a comma, a tab or can be user defined.
Import Tool Bar
Import Toolbar
Steps for importing:
1. Select the Import Type: BOM, Component, Process, Resource, Plant or Consumption. 2. Select the import mode: Default, Append, Replace or Merge. The options will vary according to the type of Import Type (Refer to the import modes section that gives you more information). If you will be pasting data into the interface directly, you do not have to worry about it, unless you want to save a file. 3. Select the delimiter used in the import type. 4. If you are importing consumption, you will have to choose an End Item and the corresponding process. 5. Select ‘Format Columns’ and select the columns that the import file has and in the same order. 6. Select the import file by selecting the ‘File Open’ button OR you can paste the data into the interface. (Note: You do not have to specify the delimiter if you paste data into the interface). 7. Select ‘Check for Errors’ button. This marks the cell if there is an error. Selecting the cell will display the error at the bottom of the screen. 8. You can display only the rows that have error by selecting the ‘Show Rows having errors’ button and toggling it back to show all the rows. 9. Select the ‘Check for Errors’ again after correcting all the errors. 10. Select ‘Import’
Backward Compatibility For process import, in the current version, the ‘TypeID’ enumeration include ‘Operation’, ‘Activity’; Time units selection include ‘seconds’, ‘minutes’ etc. The previous version used numeric values. If you are doing an import, the new version does an automatic conversion. If you are pasting the values directly into the interface, you will have to change the values before pasting it.
Show All Rows/Show rows with errors If there is any problem with the file you are importing, the rows will be marked. You can use the ‘Show All Rows’ button to toggle between only the rows with errors or all the rows. ‘Check for errors’ checks for problems in the import file. You can save the errors to a file by selecting ‘Save as File’.
Format Columns ‘Format Columns’ lets you select the columns you are importing and the order of the columns. The windows also features regular windows functionality like cut, copy, paste and find.
Import Modes: Based on the type of import, the options for this field will vary. The different modes are: • Append: Use this if you want to add consumption to an existing list or you are importing for the first time • Replace: Use this to replace the consumption (original consumption is deleted for all the activities that you are executing against) • Merge: Use this to merge data if the data already exists • Default: Use this for importing data for the first time
Import Fields
Note: The user can change the order of columns and the columns being displayed by using the Format Columns button.
Note: The user can change the order of columns and the columns being displayed by using the Format Columns button.
Note:
Note: The user can have more fields, such as version, quantity etc, the user needs to include these in the excel sheet.
The plant import can be best explained with the help of an example,
Ames Facility - Plant Assembly- Boundary or Department Station - Work station or work location Fixture - Resource or tool at the location
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