In productionManager, there are two basic ways to import data: BOM import and order import.
Usually, the orders and parts lists are created in an ERP or CAD/CAM system and then have to be imported into the productionManager.
When importing parts lists, order header data must be entered. During the order import, the order header data is transmitted by the upstream system.
Importing BOMs
You start configuring the import with the import of the first BOM. The order header data and, optionally, the additional information should be created beforehand.
Importing a BOM
Open a local directory
In principle, the formats .csv, .pnx, .xlsx, .xls and .txt can be imported during BOM import. The maximum file size of a file can be up to 50 MB.
Import of a bill of materials (Excel in the example)
For the first import, you must create an import template and perform a column assignment. The assignment of the data elements is done once. Then the productionManager remembers the assignment once created.
The productionManager also supports you in assigning or creating the import template.
Customizing the Import Template
The productionManager already recognizes many facts automatically during import. In this case, for example, that it is an Excel file with the file extension .xlsx and the character encoding is in Unicode (UTF-8) format.
Under Name you can choose any name. If the import function has detected the file type incorrectly, the type can be changed to CSV or PTX in the drop-down field. The character encoding can also be switched, e.g. to ISO code, ASCII or to a Japanese or Chinese font.
You can choose in which line the import should start (possible specifications are 1 to 15). This choice is important for customers whose system outputs the BOMs with additional information at the top of the list that is not needed for import.
The Contains Headings confirmation uses the first row of the table to be imported as the headings. If the productionManager does not recognize them automatically or in the correct order, please add this using the respective drop-down fields.
Tip:
If the column headers of the imported file match the names of the fields (link fields of the BOM), the columns are automatically assigned.
Mapping the columns of the imported file
After each mapping is made, a preview of the column is displayed.
Assignment of all relevant columns
Once the mapping is complete, the import template can be saved by clicking Confirm .
A preview of the first few lines is then displayed.
Import Preview
If necessary, the template can be edited again.
Editing the Import Template
If the preview is what you want, the content can be applied by clicking on Import .
Tip:
You can also import additional data such as view and construction drawings, as well as images such as the edge image, along with your BOM. You can find out more about this in the following section.
Import of lists with additional data
You can also import additional data such as view and construction drawings, as well as images such as the edge image, along with your BOM.
In the import dialog for file selection, select all files to be imported at the same time. The easiest way to do this is to use the keyboard shortcut CTRL+A. It is also possible to import a ZIP file containing these files
BOM and MPR file selection
The relationships between the list (.csv, .xlsx, etc.) and the naming of the additional files are automatically detected.
In the example, the MPR(X) files are named according to the values in the CNC Program 1 column (1).
Mapping MPR(X) files
Mapped MPR(X) files
The recognized relationship %CNC Program 1%.mpr (2) is assigned the property Additional Data: CNC Program.
You can check the assignment in the preview. After confirmation, the information from the list is imported and linked to the additional data.
The import configuration is only necessary once. When the import is run again, the preview of the transfer is displayed directly.