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implementation:manufacturing:importer

18. Importer

Produmex Manufacturing offers importers for the following:

  • Manufacturing Operation
  • Bill of Materials
  • Production Order

The importer processes a CSV file and adds a valid element/document to the company database.

18.1. Using the importer

18.1.1. Create import file

Create the CSV file. For more information about the file structure please see:

18.1.2. Open importer

Open the importer via the following path: Tools > Produmex Manufacturing > Produmex Data Management >

  • To import Bills of Materials, click on: Import Bills of Materials
  • To import Manufacturing Operations, click on: Import Manufacturing Operations
  • To import Production orders, click on: Import Production order

18.1.3. Specify parameters

On the parameters form click on the ’…’ button and browse the CSV file.

Parameters for Bill of Matreilas importer

Specify the importing parameters.

Delimiter
Specify the separator character that was used on the CSV file on the Delimiter field. The default delimiter is ’,’.

Comment Token
A Comment Token can be defined. Every row that begins with the comment token will be skipped. By default the comment token is ’#’.
Please note: If you leave it empty, each line in the file will be processed.

Override existing
When importing a Bill of Materials or a Manufacturing operation, an additional ’Override existing’ checkbox will be displayed. This parameter determines what the importer does when the Bill of Materials/Manufacturing Operation already exists.

  • If it is checked, the existing document is deleted and replaced with the new one from CSV file. If there are many BoMs/Manufacturing Operations for the same product in the file, the last valid one will be loaded.
  • If it is not checked, the existing documents remain intact, an error message is generated for the one in CSV file. If there are many BoMs/Manufacturing Operations for the same product in the file, the first valid one will be loaded.

Please note: Whenever a production order is imported, a new production order is added. The importer will not override existing production orders.

18.1.4. Validate

Before staring the import, validate the CSV file.
Check the ‘Only validate’ box. If this box is checked, the document will only be validated but will not be imported to the company database. Click on the ‘Import’ button to start the validation.
For more information about the validation steps please see: Validation

The results of the validation will be displayed on the result form.

Validation result

On the header the path to the import file and the importing parameters are displayed.

Elements/documents included in the selected import file will be divided into three tabs:

  • Documents/elements proven to be valid are listed on the ‘Successfully loaded’ tab.
  • Documents/elements proven to be invalid due format errors are listed on the ‘Format error’ tab.
  • Documents/elements proven to be invalid due content errors are listed on the ‘Content error’ tab.

The number of the grid elements is displayed next to the tab title.

When importing Bill of Materials or Production orders, the Product Number is the item code of the main product. When importing Manufacturing operations, the Product Number is the item code of the validated manufacturing operation.

The Line Reference is the number of the source line in the CSV file.

On the Message field further information are displayed about the entry.

18.1.5. Import

After every line of the import file is proven to be valid, start the import. It is recommended to only start the import after every line of the import file is proven to be valid. Make sure that the ‘Only validation’ checkbox is not checked.

Set the import parameters as described above and click on the ‘Import’ button to start the import. Please note: The system will always validate the file before the import, regardless of whether it was validated before or not.

The results of the import will be displayed on the results form.

  • When importing a Bill of Materials, a link to the imported Bill of Material is added to the Product Number field.
  • When importing a Manufacturing Operation, a link to the imported Manufacturing Operation is added to the Product Number field.
  • When importing a Production Order, a link to the Bill of Material of the main product is added on the Product Number field. An additional Document Number field is displayed. The document number and a link to the generated production order is displayed on the field. All generated production orders will be in ‘Planned’ status, and their type will be ‘Special’. The production order will always be created based on the imported data, regardless whether its main product has a production BoM or not.

Validation result

18.2. File structure

Element names/codes are case sensitive.

18.2.1. Manufacturing operation

Download an example CSV file from here: Manufacturing operation importer file example

No.NameMandatoryPossible types/valuesDescription
1Item Series NumericIf left empty, the value will be 'Manual'.
2Operation CodeTextThe code of the operation. Please note: If it is the code of an existing operation, the following can happen:
If the ‘override existing’ checkbox is checked, the operation will be overridden.
If the override existing checkbox is not checked, a content error will be generated and the manufacturing operation will not be imported.
3Operation Name Text
4Is Outsourceable Y/NN - No
Y - Yes
If left empty, the value will be 'N'.
5Item Group NumberThe item group code. You can find the Item Group codes in the OITB table. If left empty, the system will use the item group set on the 'Item Group for Operation' field of the Master Data tab of the Produmex Manufacturing settings.
6Before Time NumberImporter converts it to a base time using the Operation Time UoM from the row.
7Safety Time Number
8Setup Time Number
9Job TimeNumber
10Teardown Time Number
11After Time Number
12Time Base Number
13Operation Break Integer between 0 and 50 -
3 - Allowed
1 - Denied
2 - Allowed WC
4 - Allowed NBP
5 - Allowed WCNBP
If left empty, the value will be '3'.
14Operation Time UoM TextThe value must be a valid time code defined on the TimeUnits (BXPTIMEUNITS) user table.*
15Is parallel operation Y/NN - No
Y - Yes
If left empty, the value will be 'N'.
16Max Parallel Operations Integer
17Allocation window NumberThe importer converts it to a base time using Allocation Window UoM from actual row.
18Allocation window UoM TextThe value must be a valid time code defined on the TimeUnits (BXPTIMEUNITS) user table.*
19Min. Job Quantity Number
20FeatureTextMust be an existing work center feature.
21Is Mandatory Work Center N/YN - No
Y - Yes
If left empty, the value will be 'N'.
22Preferred Work Center TextMust be an existing work center feature.
If the ‘Is Mandatory Work Center’ value is Y, this field must be filled.

* In order to use Produmex Manufacturing integrated with Produmex WMS. the UoM must exist in the Units of Measure - Setup (OUOM) standard SBO table as well.

If there is a value beyond 21th column, the row is invalid. A format error message is generated, and the manufacturing operation is not processed.

18.2.2. Bills of Materials

The first character of a row defines the row type and drives the processing of the row. If a comment token was defined, all rows beginning with the given character are skipped.

The following row types are supported:

  • H - Header row
  • I - Item row
  • S - Supplier row
  • R - Resource row
  • T - Text row

Every other first character, except the comment token, generates an error message.

Download an example CSV file from here: Bills of Materials importer file example

Header row type

It represents the header of the Bill of Materials.

No.NameMandatoryPossible types/valuesDescription
1Row typeH
2Product No. TextItem code of the product/sub-assembly. Must be a valid item code.
3Planned Average Production Size Number
4Quantity NumberIf left empty, the value will be 1.
5Warehouse (To) TextMust be a valid code of a warehouse.
6Price List IntegerMust be a valid code of a price list.
7Distribution Rule 1 TextThe Distribution rule for Dimension 1. Must be a valid identifier of a distribution rule.
8Distribution Rule 2 TextThe Distribution rule for Dimension 2. Must be a valid identifier of a distribution rule.
9Distribution Rule 3 TextThe Distribution rule for Dimension 3. Must be a valid identifier of a distribution rule.
10Distribution Rule 4 TextThe Distribution rule for Dimension 4. Must be a valid identifier of a distribution rule.
11Distribution Rule 5 TextThe Distribution rule for Dimension 5. Must be a valid identifier of a distribution rule.
12Project TextMust be a valid identifier of a project.
13Calculation Base Quantity Number
14Custom Code Text
15Is Auto Roll N/YN - No
Y - Yes
If left empty, the value will be 'N'.
16Milestone type Integer between 0 and 40 -
1 - Milestone
2 - Depends on Begin
3 - Depends on Every
4 - Depends on End
If left empty, the value will be '0'.
17Operation Granularity Number
18Recipe Version NumberNo validation
19Rejected Warehouse TextMust be a valid code of a warehouse.
20Timestamp TextNo validation

If there is a value beyond 20th column, the row is invalid. A format error message is generated, and BoM is not processed.

Item row type

It represents a row on the grid of the Bill of Materials. The BoM row type is defined by the row sub type (second column) in the import file.

The first 15 column is the same for every-sub type. If the sub type of the row is operation, operation specific information can be added on the 16-39 columns.

No.NameMandatoryPossible types/valuesDescription
1Row typeI
2Row sub-typeInteger between 1 and 81 - Material
2 - Operation
3 - Unfinished Material
4 - Supplier Material
5 - By-Product
6 - Unfinished Product
7 - Cost
8 - Phantom
3Item CodeTextDefine an item with the given sub-type. Must be a valid item code. The row sub-type is not validated.
4QuantityNumberThis field should be empty for operations. The importer automatically calculates the quantity and updates this field with the calculated quantity.
5Warehouse TextMust be a valid code of a warehouse.
6Issue Method M/BM - Manual
B - Backflush
If left empty, the value will be 'B'.
7Milestone type Integer between 0 and 40 -
1 - Milestone
2 - Depends on Begin
3 - Depends on Every
4 - Depends on End
If left empty, the value will be '0'.
8Price List IntegerMust be a valid code of a price list.
9Comments Text
10Distribution Rule 1 TextThe Distribution rule for Dimension 1. Must be a valid identifier of a distribution rule.
11Distribution Rule 2 TextThe Distribution rule for Dimension 2. Must be a valid identifier of a distribution rule.
12Distribution Rule 3 TextThe Distribution rule for Dimension 3. Must be a valid identifier of a distribution rule.
13Distribution Rule 4 TextThe Distribution rule for Dimension 4. Must be a valid identifier of a distribution rule.
14Distribution Rule 5 TextThe Distribution rule for Dimension 5. Must be a valid identifier of a distribution rule.
15WIP Account TextThe internal reference of a WIP Account. The internal reference code can be found in the OACT.ACCTCODE field.
16Consignation Size Number
17Drawing Position Number Integer
18Profit Center Text
19Rejected Warehouse TextMust be a valid code of a warehouse.

If the sub-type of the row is not operation, and there is a value beyond 19th column, the row is invalid. A format error message is generated, and BoM is not processed.

Operation row sub-type
No.NameMandatoryPossible types/valuesDescription
20Before Time NumberThe importer converts it to a base time using the Operation Time UoM from actual row of CSV or from Manufacturing Operation.
21Safety Time Number
22Setup Time Number
23Job Time Number
24Teardown Time Number
25After Time Number
26Time Base Number
27Operation Break Integer between 0 and 50 -
3 - Allowed
1 - Denied
2 - Allowed WC
4 - Allowed NBP
5 - Allowed WCNBP
If left empty, the system will copy the value from the manufacturing operation.
28Operation Time UoM TextThe value must be a valid time code defined on the TimeUnits (BXPTIMEUNITS) user table.*
29Is parallel operation N/YN - No
Y - Yes
If left empty, the system will copy the value from the manufacturing operation.
30Is overlapping operation N/YN - No
Y - Yes
If left empty, the system will copy the value from the manufacturing operation.
31Max Parallel Operations Integer
32Overlapping Quantity Number
33Allocation Window NumberThe importer converts it to a base time using Allocation Window UoM from actual row of CSV or from Manufacturing Operation.
34Allocation Window UoM TextThe value must be a valid time code defined on the TimeUnits (BXPTIMEUNITS) user table.*
35Min Job Quantity Number
36Feature TextMust be an existing work center feature.
37Is Mandatory Work Center N/YN - No
Y - Yes
If left empty, the system will copy the value from the manufacturing operation.
38Preferred Work Center TextMust be an existing Work Center which supports selected Work Center Feature (from CSV or from Manufacturing Operation)
39Outsourced N/YN - No
Y - Yes
If left empty, the system will copy the value from the manufacturing operation.
40In House Quantity Number
41Outsourcing Lead Time NumberIf the Outsourced flag is set to Y, the importer converts it to a base time using Outsourcing UoM from actual row of CSV or from Manufacturing Operation.
If the Outsourced flag is set to N, this field must be empty.
42Outsourcing UoM NumberIf the Outsourced flag is set to Y, the value must be a valid time code defined on the TimeUnits (BXPTIMEUNITS) user table.*
If the Outsourced flag is set to N, this field must be empty.
43Items per Outsourcing Unit NumberIf the Outsourced flag is set to N, this field must be empty.

* In order to use Produmex Manufacturing integrated with Produmex WMS. the UoM must exist in the Units of Measure - Setup (OUOM) standard SBO table as well.

If the row is an operation row, and there is a value beyond 43th column, the row is invalid. A format error message is generated, and BoM is not processed.

Supplier row type

It represents information about outsourcing partners. It can follow only an operation row or another supplier row, otherwise a format error message is generated and BoM is not processed.

No.NameMandatoryPossible types/valuesDescription
1Row typeS
2Supplier CodeTextMust be a valid supplier code.
3Planned QuantityNumber

If there is a value beyond 3rd column, the row is invalid. A format error message is generated, and BoM is not processed.

Resource row type

No.NameMandatoryPossible types/valuesDescription
1Row typeR
2Resource CodeTextMust be a valid resource code.
3QuantityNumber
4Warehouse TextMust be a valid code of a warehouse.
5Issue Method M/BM - Manual
B - Backflush
If left empty, the value wiil be 'B'.
6Unit price Number
7Comments Text
8Distribution Rule 1 TextThe Distribution rule for Dimension 1. Must be a valid identifier of a distribution rule.
9Distribution Rule 2 TextThe Distribution rule for Dimension 2. Must be a valid identifier of a distribution rule.
10Distribution Rule 3 TextThe Distribution rule for Dimension 3. Must be a valid identifier of a distribution rule.
11Distribution Rule 4 TextThe Distribution rule for Dimension 4. Must be a valid identifier of a distribution rule.
12Distribution Rule 5 TextThe Distribution rule for Dimension 5. Must be a valid identifier of a distribution rule.
13WIP Account TextThe internal reference of a WIP Account. The internal reference code can be found in the OACT.ACCTCODE field.

If there is a value beyond 13th column, the row is invalid. A format error message is generated, and the BoM is not processed.

Text row type

No.NameMandatoryPossible types/values
1Row typeT
2TextText

If there is a value beyond 2th column, the row is invalid. A format error message is generated, and the production order is not processed.

18.2.3. Production order

The first character of a row defines the row type and drives the processing of the row. If a comment token was defined, all rows beginning with the given character are skipped.

The following row types are supported:

  • H - Header row
  • I - Item row
  • S - Supplier row
  • R - Resource row
  • T - Text row

Every other first character, except the comment token, generates an error message.

Download an example CSV file from here: Production order importer file example

Header row type

No.NameMandatoryPossible types/valuesDescription
1Row typeH
2Product No.TextItem code of the product/sub-assembly. Must be a valid item code.
3Planned quantity If left empty, the value will be 1.
4Warehouse (To) TextMust be a valid code of a warehouse.
5Series Integer
6Due Date DateFormat: YYYYMMDD. If left empty, the due date will be the current date.
7Sales Order TextAdd the DocEntry of the sales order.
8Customer TextMust be an existing customer.
9Distribution Rule 1 TextThe Distribution rule for Dimension 1. Must be a valid identifier of a distribution rule.
10Distribution Rule 2 TextThe Distribution rule for Dimension 2. Must be a valid identifier of a distribution rule.
11Distribution Rule 3 TextThe Distribution rule for Dimension 3. Must be a valid identifier of a distribution rule.
12Distribution Rule 4 TextThe Distribution rule for Dimension 4. Must be a valid identifier of a distribution rule.
13Distribution Rule 5 TextThe Distribution rule for Dimension 5. Must be a valid identifier of a distribution rule.
14Project TextMust be a valid identifier of a project.
15Allocation StrategyInteger between 0 and 30 -
1 - Back from due date
2 - Forward from earliest date
3 - Forward from preferred date
16Due Time DateFormat: hh:mm
17Milestone Type Integer between 0 and 40 -
1 - Milestone
2 - Depends On Begin
3 - Depends On Every
4 - Depends On End
18Operation Granularity Number
19Rejected warehouseTextMust be a valid code of a warehouse.
20Is Auto RollN/YN - No
Y - Yes
21Force ReallocationN/YN - No
Y - Yes
22Custom Code Text

If there is a value beyond 22th column, the row is invalid. A format error message is generated, and the production order is not processed.

Item row type

Belongs to the production order defined by the previous header. The Row SubType determines the interpretation of the rest of the row.

No.NameMandatoryPossible types/valuesDescription
1Row typeI
2Row sub-typeInteger between 1 and 81-Material
2-Operation
3-Unfinished Material
4-Supplier Material
5-By-Product
6-Unfinshed Product
7-Cost
8-Phantom
3Item Code
4QuantityNumberThis value will be saved as the Base quantity. The Planned quantity will be calculated based on the Base quantity and the Quantity on the header.
Only mandatory for Material rows.
5Warehouse TextMust be a valid code of a warehouse.
6Distribution Rule 1 TextThe Distribution rule for Dimension 1. Must be a valid identifier of a distribution rule.
7Distribution Rule 2 TextThe Distribution rule for Dimension 2. Must be a valid identifier of a distribution rule.
8Distribution Rule 3 TextThe Distribution rule for Dimension 3. Must be a valid identifier of a distribution rule.
9Distribution Rule 4 TextThe Distribution rule for Dimension 4. Must be a valid identifier of a distribution rule.
10Distribution Rule 5 TextThe Distribution rule for Dimension 5. Must be a valid identifier of a distribution rule.
11WIP Account TextThe internal reference of a WIP Account. The internal reference code can be found in the OACT.ACCTCODE field.
12Consignation Size Number
13Drawing Position Number Integer
14Due Date DateFormat: YYYYMMDD. If left empty, the due date will be the current date.
15Due Time DateFormat: hh:mm
16Manual PlanningY/NN - No
Y - Yes
17Issue MethodB/M M - Manual
B - Backflush
Mandatory for materials only. If left empty for other row sub-types, the value wiil be 'B'.
18Milestone Type Integer between 0 and 40 -
1 - Milestone
2 - Depends On Begin
3 - Depends On Every
4 - Depends On End
If left empty, the value will be '0'.
19Profit Center Text
20Rejected Warehouse TextMust be a valid code of a warehouse.
21Comment Text

If the sub-type of the row is not operation, and there is a value beyond 21th column, the row is invalid. A format error message is generated, and the production order is not processed.

Operation row sub-type

If the row sub-type is operation, additional operation specific data can be imported as well.

No.NameMandatoryPossible types/valuesDescription
22Before Time NumberThe importer converts it to a base time using the Operation Time UoM from actual row.
23Safety Time Number
24Setup Time Number
25Job TimeNumber
26Teardown Time Number
27After Time Number
28Time Base Number
29Operation Break Integer between 0 and 50 -
3 - Allowed
1 - Denied
2 - Allowed WC
4 - Allowed NBP
5 - Allowed WCNBP
If left empty, the value will be '3'.
30Operation Time UoM TextThe value must be a valid time code defined on the TimeUnits (BXPTIMEUNITS) user table.*
31Is parallel operation N/YN - No
Y - Yes
If left empty, the value will be 'N'.
32Is overlapping operation N/YN - No
Y - Yes
If left empty, the value will be 'N'.
33Max Parallel Operations Integer
34Overlapping Quantity Number
35Allocation Window NumberThe importer converts it to a base time using Allocation Window UoM from actual row.
36Allocation Window UoM TextThe value must be a valid time code defined on the TimeUnits (BXPTIMEUNITS) user table.*
37Min Job Quantity Number
38FeatureTextMust be an existing work center feature.
39Is Mandatory Work Center N/YN - No
Y - Yes
If left empty, the system will copy the value from the manufacturing operation.
40Preferred Work Center TextMust be an existing Work Center which supports selected Work Center Feature.
41Outsourced N/YN - No
Y - Yes
If left empty, the system will copy the value from the manufacturing operation.
42In House Quantity Number
43Outsourcing Lead Time NumberIf the Outsourced flag is set to Y, the importer converts it to a base time using Outsourcing UoM from actual row.
If the Outsourced flag is set to N, this field must be empty.
44Outsourcing UoM NumberIf the Outsourced flag is set to Y, the value must be a valid time code defined on the TimeUnits (BXPTIMEUNITS) user table.*
If the Outsourced flag is set to N, this field must be empty.
45Items per Outsourcing Unit NumberIf the Outsourced flag is set to N, this field must be empty.

* In order to use Produmex Manufacturing integrated with Produmex WMS. the UoM must exist in the Units of Measure - Setup (OUOM) standard SBO table as well.

If the row is an operation row, and there is a value beyond 45th column, the row is invalid. A format error message is generated, and the production order is not processed.

Supplier row type

No.NameMandatoryPossible types/valuesDescription
1Row typeS
2Supplier CodeTextMust be a valid supplier code.
3Planned QuantityNumber

If there is a value beyond 3th column, the row is invalid. A format error message is generated, and the production order is not processed.

Resource row type

Belongs to the previous operation. It can be used only after a row with Operation sub-type, otherwise a content error will be generated.

No.NameMandatoryPossible types/valuesDescription
1Row typeR
2Resource CodeTextMust be a valid resource code.
3QuantityNumber
4Warehouse TextMust be a valid code of a warehouse.
5Issue Method M/BM - Manual
B - Backflush
If left empty, the value wiil be 'B'.
6Comment Text
7Distribution Rule 1 TextThe Distribution rule for Dimension 1. Must be a valid identifier of a distribution rule.
8Distribution Rule 2 TextThe Distribution rule for Dimension 2. Must be a valid identifier of a distribution rule.
9Distribution Rule 3 TextThe Distribution rule for Dimension 3. Must be a valid identifier of a distribution rule.
10Distribution Rule 4 TextThe Distribution rule for Dimension 4. Must be a valid identifier of a distribution rule.
11Distribution Rule 5 TextThe Distribution rule for Dimension 5. Must be a valid identifier of a distribution rule.
12WIP Account TextThe internal reference of a WIP Account. The internal reference code can be found in the OACT.ACCTCODE field.

If there is a value beyond 12th column, the row is invalid. A format error message is generated, and the production order is not processed.

Text row type

No.NameMandatoryPossible types/values
1Row typeT
2TextText

If there is a value beyond 2th column, the row is invalid. A format error message is generated, and the production order is not processed.

18.3. Validation

Before the import the system validates the import file. The validation is split into two phases.

18.3.1. Format validation

In the first phase the system checks the file for format errors.

Possible issues:

  • Row type is not valid
  • Row sub-type is not valid
  • Mandatory field is not given
  • Given value doesn’t match to the type of the field (for example alphabetical character in numeric field etc.)
  • Surplus value is given
  • Invalid row order (for example a header row follows another header row)

18.3.2. Content validation

In the second phase the document/element is validated with the company database in order to detect content errors.

Manufacturing Operations

Possible issues:

  • Invalid value when range is defined (Operation Break)
  • Code cannot be found in SAP Business One (Item Group Code, Feature, Work Center)
  • Invalid UoM (Operation Times, Allocation Window)
  • Mandatory value is missing:
    • Mandatory Work Center is required, but Preferred Work Center is missing

Bills of Materials

Possible issues:

  • Invalid value when range is defined (Issue Method, Milestone Type, Operation Break Type)
  • Code cannot be found in SAP Business One (Item, Feature, Work Center, Supplier, Warehouse etc.)
  • Invalid UoM (Operation Times, Allocation Window, Outsourcing)
  • Rules of using Issue Method and Milestone Type are violated
  • Required correspondences between rows are violated (unfinished product must precede unfinished material etc.)
  • Work Center does not support the Work Center Feature
  • Mandatory value is missing:
    • Mandatory Work Center is required, but Preferred Work Center is missing
    • Operation is marked as outsourced, but no valid supplier is given
  • Operation is not marked as outsourced, but a supplier row is given
  • Sum of planned quantities exceeds quantity in header
  • SAP Business One validates the following: Distribution Rule, Distribution Rule Dimensions, Price List

Production Order

Possible issues:

  • Invalid value when range is defined (Issue Method, Milestone Type, Operation Break Type)
  • Code cannot be found in SAP Business One (Item, Feature, Work Center, Supplier, Warehouse, Sales order, etc.)
  • Invalid UoM (Operation Times, Allocation Window, Outsourcing)
  • Rules of using Issue Method and Milestone Type are violated
  • Required correspondences between rows are violated (unfinished product must precede unfinished material etc.)
  • Work Center does not support the Work Center Feature
  • Mandatory value is missing:
    • Mandatory Work Center is required, but Preferred Work Center is missing
    • Operation is marked as outsourced, but no valid supplier is given
  • Operation is not marked as outsourced, but a supplier row is given
  • Sum of planned quantities exceeds quantity in header
  • SAP Business One validates the following: Distribution Rule, Distribution Rule Dimensions, Price List, WIP Code, Project
implementation/manufacturing/importer.txt · Last modified: 2018/02/02 12:24 by csuhaa