Import BOM data - Intergraph Smart Materials - 10.2 - Help - Hexagon

1. On the Home page, click Bill of Materials > BOM Import.

2. Click New Import Job.

3. In the Job Information section, enter a unique name in the Job Code cell and a free format comment for each import job in the Comments box.

   Depending on the status of the BOM import job, the Job Status will automatically show as New, Error, Scheduled, Stage or Ready.

4. In the Import File section, select any of the data sources from:

   Before you import the BOM, ensure that the DBA setting BI_Report_Schema is assigned a valid BIR schema name.

   • OMI CIP

     1. Select OMI CIP from the list in the Data Source cell.

   • Flat Configuration

     1. Select Flat Configuration from the list in the Data Source cell and do the following:

        1. Click Browse to select the appropriate file in the Import File cell.

        2. Select the node from the in the BOM Start Node cell.

        3. Select the configuration from the list in the Configuration Name cell.

        4. Select the Load Option from the list.

           For ‘FLC’ Data Source:

           • If the load option is ASCII, only files with extensions .csv are allowed.

           • If it is an Excel file, it should have an extension .xlsx or .xls.

             While importing the Excel file, you must set a value for the DBA setting BI_REPORT_SCHEMA.

        5. Select Pit Stop check box to indicate that the flat data needs to be checked after it is imported but before it is moved to the staging area.

           If the Pit Stop check box is selected, the Review Data button is enabled. For more information about the Review Data button, refer to the Review Data topic document.

   • From Excel Multi-Position Template

     1. Select From Excel Multi-Position Template from the list in the Data Source cell

     2. Click Browse to select the appropriate file from your file system that is to be uploaded to the web server for the import job.

     

     • Selecting From Excel Multi-Position Template will enable the the Import File cell.

     • For From Excel Multi-Position Template source, only files with extensions '.xlsx or .xls' are allowed.

   • OMI ASCII File

     Select OMI ASCII File from the list in the Data Source cell and click Browse to select the appropriate file from your file system that is to be uploaded to the web server for the import job.

     

     • Selecting OMI ASCII File or From Excel Multi-Position Template will enable the the Import File cell.

     • For OMI ASCII Data source, only files with extensions '.dat' are allowed.

   • PDS ASCII File

     1. Select PDS ASCII File from the list in the Data Source cell and do the following:.

        1. Click Browse to select the appropriate file in the Import Job cell.

        2. Select the node from the in the BOM Start Node cell.

        3. Select the configuration from the list in the BOM Configuration cell.

     For PDS ASCII data source, files are required to have the extension '.rpt'.

   • Smart Instrumentation Online Access

     1. Select Smart Instrumentation Online Access from the list in the Data Source cell and do the following:

        1. Select the node from the in the BOM Start Node cell.

        2. Click Other Settings button to open the Select Import Data by Link window to select the data which will be imported into Smart Reference Data.

        3. In the Select Import Data by Link window, click Add Row.

        4. Select the Entity Type from the list and then enter the values in the columns Level 1-6 from their respective lists.

     

     • There are three entity types namely: Instrument, Hook Up and Cable Drum.

     • For each entity type, there are four to six node levels available. These are entirely user-defined and include only placeholders in the page from Level 1-6.

     • Instruments can be imported by: Plant, Area, Unit and Terminal Node information.

     • Hookup can be imported by: Plant, Area, Unit and Terminal Code information.

     • Cable Drum can be imported by: Pulling-Area, Cable-Type, Drum Number-Name, Drum Length and Unit of Measure information. Optionally, you can enter the column names yourself.

5. In the Advanced Options section, do the following:

   1. Select the check box for Import Fab Spools to import only tagged fabricated items with milestones (TFM) spool items.

      When using the Fab Spool Import mode, it is necessary that the ZB_TFMPART project default parameter be set to a valid commodity part otherwise the job execution fails with an error message.

   2. Select the check box for Map CCs/Idents to specify if a company-dependent translation of commodity codes and ident codes should take place during import.

      

      • When this check box is selected, the Company Code cell is enabled. Select the code from the Company Code cell.

      • When BOM import is run with source From PDS ASCII File, this checkbox is hidden as the Map CCs/Idents is not supported for PDS BOM import along with the Company Code and Company Name.

   3. Select the check box for Append to ensure that the BOM positions append to those already existing at BOM nodes.

      If unchecked, the OMI job replaces BOM position data at BOM nodes

   4. Select the check box for Transfer Site Quantity to apply the Transfer Site Quantity logic.

      

      • If the Transfer Site Quantity unchecked, the OMI will import the new highest issue status.

      • This Restartable check box is set automatically if for some reason the import program is terminated with a fatal error. This allows you to recover the import data without having to start over with the complete import file again.

6. In the Runtime Options section, do the following:

   1. In the Issue Status cell, select the Issue Status from the list.

   2. In the List Status cell, select a List Status from the list.

   3. In the Position Numbers cell, select the Auto, Data or Both to specify the method OMI should use for creation of position numbers for the imported BOM positions.

      

      • When Auto is selected, the OMI builds the position numbers automatically.

      • When Data is selected, the position number is a required field in the ASCII file that OMI must use on the BOM.

      • When Both is selected, it first checks if the data to be imported contains position numbers. If yes, then the OMI switches to Data. Otherwise, the OMI switches to Auto.

   4. Select the Next Issue Status check box to ignore the issue status specified in the uploaded file as well as on the page.

      

      • The issue status specified in the Issue Status field will be ignored.

      • The issue status specified in the uploaded file will be ignored.

      • BOM positions are created with the next highest issue status available for the node into which these positions are being imported.

   5. Select the Transfer check box to transfer the data from your import file into the BOM.

      If this is left unchecked, a simulation to be performed in which the OMI will do all record level validations and create an import protocol, but will not create or modify BOM data.

   6. Select the Find Ident check box to find idents for new BOM positions during import processing.

   7. Select the Check Consistency check box to ensure that the BOM Load runs with a consistency check.

   8. Select the Recognize check box to specify whether the OMI import should run in recognize mode or in normal mode.

      

      • In recognize mode, the object code cell on the BOM position records in the ASCII file is used to uniquely identify positions that are already present in the BOM thus allowing selective modifications to be made.

      • The recognize mode does not work for shape material.

   9. Select the Revision Increment check box to specify how the OMI should handle the locked BOM data for which modification records are in the import file.

      If unchecked (default), the OMI program will reject such records.

   10. Select the Lock BOM check box to automatically lock the nodes and node values as well as the positions and the position values.

7. In the Job Execution Statistics section, all information relating to Job Started By, Start Date, End date, Execution Summary and Log File are automatically populated on clicking the Start Job button.

   

• To view the internal log file, click the View button.

• To email the log file,click the Mail Log File button on the Log File window.

• To view the error report, click the View button.

• To email the error report, click the Mail Log File button on the Error Log File window.

To create a new job, click the New Run button. This will create a job with a new job code.