Import Build Orders and BOM Definitions

Import Build Orders

1. Create a CSV file based on the File Column Format located in Tools -> Import -> Import Build Orders. Repeat the Master Item Code on each line. (Only the last Master Quantity To Make in the list will be used.)

For example:
RootBOMItem,5,SubBOMItem2,7
RootBOMItem,5,SubBOMItemA,8

2. The subcomponent items will appear as committed (Available = On Hand - Committed), and you will see a new build order in Inventory -> Home -> Manage Build Orders -> Edit Build Orders.

3. On the Edit Build Orders page select the new order from the drop down menu then click the Fill button.

4. Set a value for New Actual Master Items Produced. Click Save to increase the quantity on hand for the master item and reduce the on hand levels for the subcomponent items.

Import BOM Definitions

Where: Tools -> Import -> Import BOM Definitions

A BOM (bill of materials) definition lists the sub-items and quantities that make up one composite item. Importing definitions from a CSV file is the fast way to set up many kits at once instead of adding components item by item.

1) Prepare a CSV file with one row per component, following the File Column Format shown on the page: the Master Item Code (the composite item), the Sub-Item Code and the Sub Item Quantity Used Per Final Piece. Both item codes must already exist as items, and the master item must be marked as a composite item.

2) Choose the File, and if the file does not use commas and double quotes, set the Field Separator and Text Delimiter. Options let you strip quote marks inside text fields or replace commas within text with a tilde. Monetary columns must not contain currency symbols.

3) Choose the Import Type. Partial adds the definitions in the file and deletes nothing. Full first deletes the existing BOM definitions in all companies, including their build orders, and then loads the file; use it only when rebuilding every definition from scratch.

4) Click Import. The page reports "Import Successful" or lists the problem rows so the file can be corrected and imported again.