(File – Data Import – Stock Items – Cycle Code - Items)
Use this screen to import a set of stock items for assignment to a cycle code.
Supporting Tables
The following tables are required for cycle code items import.
Stock Items
Each import file includes a set of stock items.
Cycle Codes
Each import file is associated with one Cycle Code.
*.csv File Format
Make sure you save the cycle code items 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 import process.
Cycle Code (Required, String, 30)
This required field identifies the cycle code.
Stock Item (Required, String, 30)
This required field identifies the stock item.
Spreadsheet Import
The import process involves five screens that are presented in succession by clicking the Next button.
Screen 1 – Import Type
Select an Import Type. Two options are available:
Full Replace
The option deletes the existing Cycle Code item assignments and uses the imported items to create a new set of item assignments
Incremental Add
This option adds imported items to the existing Cycle Code item assignments set.
Screen 2 – Information
This screen provides an information overview of the data import process, including Import Info, Supporting Tables, and Required Fields.
Screen 3 – 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 4 – 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 5 – 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.
