The Order Data Management screen may be populated via an import of orders from a spreadsheet.
The file format that is used to populate orders in Order Data Management is the same format needed to import standalone spreadsheets for schedule-driven Line Balances and for creating Sequence Planner studies.
The sequence of the data should match the sequence specified, and the header row in the file should match the table below. If the file is not in this order, the orders will not be brought in correctly.
Both the Unit Serial Number and Order Number for each row should be unique; the database will not allow repeat entries. Remember that this means the Unit Serial Number and Order Number need to be unique not only for the import file, but when compared with the entire list of orders already in the database.
Make sure that the Model entries and Option entries match the Model IDs and Option IDs that exist in the Assembly Planner Model and Option Editors.
You are required to have a column for Model Description, but you are not required to populate this field; it may be blank.
Schedule Date and Order No are mandatory fields.
Options is not a mandatory field, it's optional.
If you have created your import file in Microsoft Excel, please make sure to save as .xls and NOT as .xlsx.
The import file needs to be closed before it can successfully be imported. Assembly Planner will not read a file that is open.