Re-Import MTRs - Intergraph Smart Materials - Version 2020 (10.0) - Help - Hexagon PPM

Intergraph Smart Materials Classic Help (2020)

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Smart Materials/Smart Reference Data Version
2020 (10.0)

To re-import a modified Excel workbook, select the Import Material option.

Select the only complete check box if only complete MTRs will be imported. If this check box is selected, any line rejected due to an error will cause the entire file to be rejected. If this check box is not selected, only incorrect lines are rejected.

The MTR can only be re-loaded if it is not posted and if the MTR type is 'Regular.' An Excel workbook must contain no more than one MTR. The import job creates a log file that shows the Excel line number for rejected, updated, or inserted lines and in the case of rejection, the reason why the line was rejected.

If you have selected the Import Material option, click the Upload button to upload the Excel workbook to the application server. Then click Start to launch the MTR import.

Restrictions for updating or inserting records in Excel

Inserting, deleting, or renaming of columns in the Excel workbook leads to a complete rejection of the sheet and not just a single line.

For lines with an internal MTR line item reference (value in ITR_ID column), an update is allowed only for the following fields:

  • New Warehouse

  • New Location

  • New Status

  • Move Qty

  • Comment

For lines with an internal MTR line item reference (value in ITR_ID column), an update of the following fields leads to a rejection:

  • Ident Code

  • Commodity Code

  • Tag Number

  • Warehouse

  • Location

  • Recv Status

  • Sizes 1 to 4

  • Heat Number

  • Unit

  • Ident Deviation

The update of the following fields is ignored:

  • On Hand Qty

  • Ident Short Description

For lines with an internal MTR header reference (value in MTR_ID column), an update is allowed only for the following fields:

  • Short Desc

  • Description

  • Transferred By

  • ETA Date

  • Shipper Reference

For lines with an internal MTR header reference (value in MTR_ID column), an update of the following fields is ignored:

  • MTR Number

  • MTR Create Date

  • Posted Date

  • Transfer Date

  • MTR Type

  • MTR Status

  • Reservation Code

  • Run Number

  • Split Result

  • Warehouse

New lines can be inserted. These lines don’t have an internal MTR line item reference (value in ITR_ID column). The insert of such a record is rejected if:

  • the line cannot be found in the inventory,

  • the line is found multiple times in the inventory,

  • or not enough onhand quantity is available.

Lines are rejected if no new warehouse, new location, and new status are entered, or if the entered new warehouse, new location, or new status does not exist.

For more information about MTRs, see Material Transfer.