(File – Data Import – BOM – BOM References)
Use this screen to import references against bill of material components. A reference can be a location coordinate, a drawing bubble number, or it can be used for any table that has a one-to-many relationship with the component.
Supporting Tables
Some or all of the following tables must be created in advance before you can import BOM references. Refer to the Startup Guide for details.
BOM Components (Required)
Bill of material components must already exist before you can import BOM references.
*.csv File Format
Make sure you save the BOM references spreadsheet as a *.csv file type, which is the format required by the mapping screen.
Excel - Special Warning Regarding Leading Zeroes in your Reference IDs
Excel will automatically drop leading zeros from a Reference ID in a spreadsheet data column. This can lead to an "unable to find value" error during data import. If you encounter this issue, you may consider using the Open Office spreadsheet tool. The Open Office spreadsheet .csv format will not auto-format your data.
Spreadsheet Columns
Your spreadsheet can consist of some or all of the following columns. Be sure and insert a title in row one of each column heading so that the column can be identified during the mapping process.
Parent ID (Required, String, 30)
This is the BOM parent item associated with this component. Any value in this field must correspond to an ‘M’ (manufactured) item record in the stock items table.
Revision (Required, String, 20)
This is the BOM revision associated with this component. If you leave this field blank, the default revision specified in the BOM Defaults screen will be assigned by the program. If a default revision is not specified in BOM Defaults, a value in this field is required.
Line No (Required, Float)
This is the component’s line number.
Component ID (Required, String, 30)
This is the component associated with this reference.
Reference (Required, String, 30)
This is the reference assigned to this component.
Qty (Float)
You can optionally specify a quantity for this reference.
Spreadsheet Import
The import process involves four screens that are presented in succession by clicking the Next button.
Screen 1 – Introduction
This first screen provides information notes on each particular import, a list of supporting tables that should be populated prior to running the import, and a listing of required fields.
Screen 2 – Select Import File
1. Column headings
This checkbox is selected by default and tells the program to skip row one of the spreadsheet because it contains column headings.
2. Choose the import file
Click the button in this field to navigate to your *.csv spreadsheet file.
Screen 3 – Map Fields
Om this screen you will map each DBA field, where applicable, to the corresponding column on your spreadsheet. Field explanations are as follows:
Your Data
Click the down arrow and select the column heading from your spreadsheet that matches the DBA field.
Required
This checkbox is selected when the field is required, which means all rows in your spreadsheet must have a value. Mapping is optional with non-required fields.
DBA Field
This is the descriptive name of the field in DBA.
Type
This indicates the field type, such as ‘Blob’ (freeform text), ‘Boolean’ (true/false), ‘Float’ (floating decimal), and ‘String’ (alphanumeric).
Length
This indicates the field length, when applicable.
Screen 4 – Import Data
When you are done with your mapping, click the Import button. The program will attempt to import your data. If any errors are found, the data will not be imported and a list of errors is presented on the screen.
