Import Expediting Data - Intergraph Smart Materials - Version 2020 (10.0) - Help - Hexagon PPM

Intergraph Smart Materials Classic Help (2020)

Language
English
Product
Intergraph Smart Materials
Subproduct
Classic
Search by Category
Help
Smart Materials/Smart Reference Data Version
2020 (10.0)

Only files generated by the Excel export as described in the previous chapter can be imported.

  1. On the P.70.71 Expediter Workload screen, double-click the correct PO number. The P.70.72 Expediting Details screen opens.

  2. Click the Excel Export button.

  3. Select the Import tab on the Export/Import Options dialog box.

    The available Import Mode options are:

    • Insert - Creates new item shipments/MCS/IRCs/heat numbers

    • Update - Updates existing item shipments/MCS/IRCs/heat numbers

    • Delete - Any item shipments/MCS/IRCs/heat number that do not exist in the import file are deleted. (Use this option with caution).

    • Cascading Delete - Deleting release notes and/or IRCs will set the corresponding values in the affected item shipments to empty.

  4. Select the Insert and Update check boxes.

  5. Select the Stop on Error option.

  6. To increase the performance of the import, select the Database Processing Mode option.

    The default processing mode value is defined with the DEFAULT_IMPORT_MODE DBA setting.

    With this option, the following additional options are available:

    • Update of order line item

    • Update of heat number quantity

    • Update final inspection date

    • Populate changes to all detail tag

      These options correspond to the alert messages that are shown when you import in interactive mode. When you perform the import in database mode, the import data will be evaluated first. In case of errors, a new browser window opens, displaying the error list, and no update will be executed. The line number in the error list corresponds to the line number of the import file.

      The creation of new setup data which is available for some fields in P.70.72 is not supported.

  7. Click Browse. A file selection dialog opens.

  8. Select a file and click Open.

  9. Click OK on the Export/Import Options window.

  10. If tag numbers were updated, or tagged items split in the Excel sheet, 'How do you want to update the tag number?' message appears.

  11. Click Immediate Update.

    The import starts and updates all changed data of the item shipments which are visible and updateable on the currently selected configuration of displayed fields. Depending on the imported data (entering of unknown values) it might be necessary to confirm the insert of the changed values. It is also possible to import new lines from the excel sheet and delete existing lines. This is done by the import following these rules:

    • If the Delete option is selected, a line (item shipment/release note/IRC) which is missing in the import file will be deleted. This is only possible if the information isn’t used in dependent objects.

    • If the Cascading option is selected (together with the Delete option), a deletion of release notes or IRCs will clear (set to NULL) the values in the dependent records.

    • A new row in the Excel sheet (which was not exported previously from Smart Materials) will be considered as a new item shipment, and the functionality of the relevant button is executed automatically. The identification of an item shipment is done by the internal ID stored in column 256 in the Excel sheet. When you create new lines in an Excel sheet using copy and paste, make sure this field (column 256) is empty.

    • A new row in the Excel sheet (which was not exported previously from Smart Materials) which contains the value SPLIT in the field corresponding to Pos in P.70.72, will be considered as a split tag and the functionality of the Split Tag button is executed. All rows directly following an existing item containing the value SPLIT will be considered as split tags for this item.

    • The insert of rows by either creating item shipments or splitting tags is only done if it would also be possible in P.70.72 for the selected item.

  12. When the import finishes successfully, click OK to acknowledge the message.

  13. After completion of the import, the changed data will be committed automatically.