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Data Import - MRP Settings - M Items

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(File – Data Import – Stock Items – MRP Setting – M Items)

Use this screen to import MRP settings for your ‘M’ (manufactured) items.  

Supporting Tables  

Some or all of the following tables must be created in advance before you can import your stock items.  Refer to the Startup Guide for details.

Stock Items (Required)

MRP settings are assigned to stock items.  

*.csv File Format

Make sure you save the locations 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 column.  If you do have leading zeros in any of your import unique IDs, this can cause a data mismatch and trigger errors during import.   If you encounter this issue, you may consider using the Open Office spreadsheet tool.  Open Office will not trim the leading zeroes in your data columns in the .csv format.

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.  

Item ID (Required, String, 30)

This required field identifies the stock item.  

Min Order (Float)

This is the item’s Min Order amount, which helps determine the planned job quantity.  

Lead Days (Float)

This is the number of days normally required before a job can be started to account for time required to procure material or to make lower level subassemblies.  

Whole No Rounding (Boolean)

Enter a ‘T’ if the item is always ordered and stocked in whole number increments.  Enter an ‘F’ if the item can be stocked in a decimal quantity.  

Order Multiple (Float)

This setting rounds job quantities so that they are always divisible by a specified increment.  

Custom to Order (Boolean)

This identifies when an item is always made to customer order and is customized in some manner such that it can’t be stocked or shipped to other customers.  Enter a ‘T’ against such items.  If the item is not customized and can be shipped to any customers, enter an ‘F’.  If you leave the column blank, items are assigned ‘F’ by default.  

Job Days (Float)

This represents the typical number of production days required from job release through job finish.    

Run Size (Integer)

This represents the most typical job quantity for this item and is used to calculate unit setup cost.  

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.