To provide the capability to load Bills of Material (BOM), to Manex Production and Quotation modules from a simplified Excel spreadsheet.Parts lists, AVL's, and Reference Designators, are all included.
A specific excel template has been created for the module and must be used.There is no limit to the size of the BOMs (number of components), nor to the number of BOMs (assemblies) that can be loaded at one time.The only restrictions are that when loading to a Quote, only one customer may be on the spreadsheet, and when loading to a BOM, only one customer may be associated with a given BOM.
After a preliminary validation of the data, the Import procedure will attempt to locate existing components in the system, and offer the user the choice to use alternate existing components, or to load the spreadsheet again with a different part number. All NEW part numbers will be loaded into inventory, and the BOMs created. If there is already an existing BOM, the user will be prompt to decide to override the existing BOM, or ignore the BOM being loaded in the spreadsheet. If new AVLs are involved with existing parts, the user will be prompt to add the new AVL to the existing part, or create a new part number. However, it will not overide the material type on existing AVL's, due to the fact that there might be inventory on hand at that time that is not LF (for example) and if we changed the material type upon load it would no longer match the parts on hand. |