(File – Data Import – Stock Items – MRP Settings – P Items)
Use this screen to import MRP settings for your ‘P’ (purchased) 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 PO quantity.
Lead Days (Float)
This is the total number of days allocated by MRP for ordering and receiving this item from the default supplier.
WARNING: When planning for electronic components or any item where a manufacturer part number is specified, never use the manufacturer’s lead time as the Lead Days allocation. This is because you will typically source an alternate part when the default manufacturer’s part is not currently available. A lengthy manufacturer’s lead time is never used for actual planning and will corrupt item action windows, PO due dates, and higher-Level M item Lead Days allocations.
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 rounds PO quantities so that they are always divisible by a specified increment. For example, a particular item might always have to be ordered in multiples of one hundred, such as 100, 200, 300, etc.
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.
