The Item import allows you to bring all items (parts) into the database. This imports items as unique entities without reflecting any of the relationships between different items. If you would like to use product structure in Assembly Planner, the bill of material (BOM) can be created within the system after importing items or the product structure can be entered separately by importing a BOM file. Furthermore, if an item in a BOM needs to be updated, the Import Item feature can be used to change that time without having to bring in the entire BOM again.
There are certain fields that must appear in the spreadsheet file used to import items. The table below lists the standard fields provided in Assembly Planner; each of these fields needs to be a column heading in the spreadsheet file. The fields described as not mandatory do not need to be included as columns in the sheet.
In addition to the standard fields, the import file must also have a column that matches each user-created custom field.
Item Standard Fields
Field |
Description |
Mandatory to Import |
ID |
Each item must have an ID that is created by the user and is unique. It can be alpha-numeric. |
YES |
Revision |
Each Item must have a revision. The revision rules section explains what revisions are supported. |
YES |
Description |
A description for the item being imported. This field can be up to 512 characters long or left blank. |
NO |
ItemType |
Proplanner has seven item types. The default item type is Assembly. ▪Assembly ▪EndItem ▪Item ▪Manufactured ▪Purchased ▪RawMaterial Each of these item types has a different icon that will be associated with the item in the Assembly Planner system. |
NO |
PrimaryUnitOfMeasure |
The default unit of measure is EA (each). Possible units of measure are: ▪EA - EACH ▪PC - PIECE ▪IN - INCH ▪FT - FEET ▪BF - BOARD FEET ▪OZ - OUNCE ▪KG - KILOGRAM ▪GR - GRAM ▪LT - LITER ▪SC - SQUARE CENTIMETER ▪SM - SQUARE METER ▪MM - MILLIMETER ▪ML - MILLILITER ▪M - METER ▪LB - POUND ▪IG - IMPERIAL GALLON ▪GA - US GALLON ▪QT - QUART ▪PT - PINT If you would like to add different units of measure, please contact Proplanner. |
NO
|
Example Import Item Spreadsheet
*Note - Red Headers have to be filled in for import to work correctly.