Import Materials Into a Work Ticket

You can import a list of materials into a work ticket from a work ticket template, an ASCII file, or -- if the Production Management module is integrated with Bill of Materials -- a bill.

To import materials from a template

1. Select Production Management Main menu > Work Ticket Entry.
2. Click the Materials tab and then click the Import Materials button.
3. In the Import Materials Onto Step field, select a step.
4. In the Import Materials From field, select Template.
5. Enter the template number, revision number, and step.

6. Enter the quantity of the parent item to be produced. The default value is the quantity entered on the work ticket.

   This quantity is used to scale the quantity required for the imported materials.

7. Click OK to import the materials.

To import materials from a bill of materials

1. Select Production Management Main menu > Work Ticket Entry.
2. Click the Materials tab and then click the Import Materials button.
3. In the Import Materials Onto Step field, select a step.
4. In the Import Materials From field, select Bill of Materials.
5. Enter the bill number and revision number.

6. Enter the quantity of the parent item to be produced. The default value is the quantity entered on the work ticket.

   This quantity is used to scale the quantity required for the imported materials.

7. Click OK to import the materials.

To import materials from a file

1. Prepare your import file. The file must be comma delimited, and it must contain -- at a minimum -- an item code and a quantity required value. If you don't have information for fields that are not required, you must still account for them with a comma delimiter as shown in the example below.

   

   ASCII file format

   ASCII file format

   Data Element	Required	Length	Notes
   Item Code	Yes	30	Alias item codes may also be used. Miscellaneous item codes must be preceded with a forward slash (/). Special item codes must be preceded with an asterisk (*).
   Qty Required	Yes	10	Decimal point may be included.
   Item Description	No	30	If blank, the inventory or miscellaneous item description is used. If the import text contains more than 30 characters, the first 30 characters are used as the item description, and an extended description record is created for all of the imported text. If the import description is blank and the inventory item has extended text, the extended text is used.
   Warehouse	No	3	If blank, the warehouse for inventory items is used.
   Unit Cost	No	10
   Find Number	No	5	Alphanumeric characters are supported. If only numeric data is imported, the values are zero filled.
   Purchase?	No	1	Y or N. Selects or clears the Purchase check box. If blank, the check box is cleared.

2. Select Production Management Main menu > Work Ticket Entry.
3. Click the Materials tab and then click the Import Materials button.
4. In the Import Materials Onto Step field, select a step.
5. In the Import Materials From field, select File.
6. In the Filename field, enter the location of the file. Click the Select File button to browse to the file.

7. Enter the quantity of the parent item to be produced. The default value is the quantity entered on the work ticket.

   This quantity is used to scale the quantity required for the imported materials.

8. Click OK to import the materials.