Once the spreadsheet is completed, it may be loaded from within the Manex Express Import to BOM or Quote Module.

Enter the Express Import to BOM or Quote module and the following screen will appear:

1. Choose to either Import to BOM and Inventory or Import to Quote Module by Selecting the appropriate radial.

• If you choose to Import to Quote Module.  The user will need to select Existing Quote or New Quote. If Existing Quote is selected you must enter in the Quote Number.  If New Quote is selected and system setup is on auto numbering for new quote number, program will not take the next number until the "Load" button is clicked. The last quote number is displayed on the screen in the beginning of the import process.  When the "Load" button is clicked the system will check for the next new number and display a prompt to the user.  When selecting to import to new quote you can only import new products.  To import a brand new Product/assembly into the system from the spreadsheet, the customer number and the columns in pink are REQUIRED to be completed, and MUST match the BOMASSY, BOMREV, and BOMDESC listed in the blue shaded columns.   For further detail see Article #1805 .
• When importing to an existing Quote number through the QBi module, upon depressing the Load button, the system will first find if any products, (disregarding if the product is the same or different from the new import), exist in the Manex under the given quote #.  If the system finds any records it will ask the user whether or not to overwrite them.  If the user selects "Yes" the system will proceed the same way it was always working replacing what ever was under the quote module with new import information.  If the user selects "No" the system will then check if the new import information has any product listed that is the same as the product under the existing quote, and if it does user will be prompted again, but this time if they want to overwrite those records for the products that are the same in both quote and new import file.  If the user chooses "Yes" the system will overwrite existing product information and add any new product to the quote.  If the user chooses "No" the system will only add any new products to the quote. 
• If you choose to Import to BOM and Inventory

There are several validations run at this point, these are a few.  Note:  If the XLS file is not displayed on screen go to your Local_manex directory.  There you should be able to find {{ C:\"_ManexLocal"temp"POExceptionXL}} within that directory is where some of the XLS files that are displayed for your reference could be listed.

If the part Source on the excel template does not exactly match what is in the Part Source Setup (for example: having CONG on the excel template and CONSG setup in Part Source Setup) the following message will be displayed and you may choose to continue or abort.
If there is missing data or invalid data on spreadsheet the following prompt will be displayed and you may choose to continue or abort.

If there are different components with the same item numbers for the same BOM listed on the spreadsheet the following prompt will be displayed. The upload will abort, so you may review the "DupItem.xls" file and correct the spreadsheet.   If users happen to be loading more than one BOM/product into the system on the same spreadsheet and they have the same part number associated with different products with different descrptions that information will also be displayed in an XLS spreadsheet.

If there are incorrect ref designator count on the spreadsheet the following prompt will be displayed.  You may choose to continue or abort to review the XLS file created and correct the spreadsheet.

If the material type has been entered incorrectly on the  spreadsheet the following prompt will be displayed.  You may choose to continue or abort to review the XLS file created and correct the spreadsheet.

Once all the validations are run, The 1: Get File tab appears and the contents of the file are displayed.

 

4.  The user may click on the "Next" button to continue or the "Start Over" button to clear the contents and select another file. Again several validations are run.

If there are multi part sources (same part number listed twice; one as MAKE and one as BUY) listed on the spreadsheet the following warning will appear.  The upload will abort so you may review the "DupSource.xls"  file and correct the spreadsheet.

If the BOM assembly you are uploading does not exist in ManEx as a Customer assembly nor is in the components of the import list or is different than what is listed on the import list this warning will appear.  The upload will abort so you may review the "MissingAssy".xls" file and correct the spreadsheet.

If you are uploading an existing product to the Quote module you will receive the following message.  You can only import new products into the Quote Module. To import a brand new Product/assembly into the system from the spreadsheet, the customer number and the columns in pink are REQUIRED to be completed, and MUST match the BOMASSY, BOMREV, and BOMDESC listed in the blue shaded columns.   For further detail see Article #1805 .

If there is more than one customer listed on the spreadsheet the following warning will appear.  the upload will abort so you may review the "QuoteCust.xls" file and correct the spreadsheet.

If there are more than one customer ID listed on the spreadsheet the following warning will appear.  The upload will abort so you may review the "ConflictCust.xls" file and correct the spreadsheet.

Once all the validations are run, The 2: Check Val tab appears.  If validation of certain data fails, the following screen will be displayed, with a grid of problems, and the User asked to clarify the data.

The first check is to verify that valid Customer Codes are used in the spreadsheet. If one or more invalid customers are found, then a grid will be displayed with the appropriate information, and the user must select an appropriate customer from the drop-down list of customer codes. Or, the user may exit the screen and clarify the spreadsheet.

The next check is to validate that a valid Unit of Measure (UOM) is on each line of the spreadsheet. If an invalid UOM is found, the user is presented with a list of invalid UOMs and may select a valid one from a drop down list of valid UOMs. Or, the user may exit the screen and clarify the spreadsheet.  Clicking on the dropdown arrow will display available Units of Measure to replace the invalid one.

The next check is to validate that correct Manufacturer Codes have been used in the spreadsheet. If not, a grid is displayed with the invalid manufacturer codes, and the use may select from a dropdown list of valid manufacturers to replace the invalid code. Or, the user may exit the screen and clarify the spreadsheet. Clicking on the dropdown arrow will display available Manufacturers to replace the invalid one.  Once the user identifies a MFGR all like MFGRS on the BOM will be updated with the same selection. 

The next check is to validate that correct Source Codes have been used in the spreadsheet. If not, a grid is displayed with the invalid source codes, and the user may select from a dropdown list of valid source codes (BUY, MAKE, CONSG or PHANTOM). Or, the user may exit the screen and clarify the spreadsheet.  Clicking on the dropdown arrow will display available Source Codes to replace the invalid one.

The next check is to ascertain whether or not there is an existing BOM for assemblies contained in the spreadsheet.  If there is, the user must indicate whether or not the existing BOM is to be overwritten with the new data in the spreadsheet. If the user elects to NOT overwrite the existing BOM, the data will not be loaded to the BOM, but the item master will still be updated with any new parts contained in the spreadsheet. Or, the user may exit the screen and clarify the spreadsheet.

5. When all of the foregoing information has been validated or corrected, the user may click on the "Next" button. The program will be sure that all information is valid, and proceed to the next page. Or, it will redirect the user to the invalid information and allow correction of the data.

The 3: AVL tab appears. 

6. Pressing the "Next" button will add the checked AVLs to existing Customer Part Numbers. It will also find all existing parts in the item master and include all inventory item master information with those parts being loaded.

The 4: Rev tab appears.

The import program will search the existing database for parts having the same AVL (Mfgr and Mfrg PN) as the spreadsheet parts, under the same customer part number, but with a different customer revision. The user will be presented with a list of those parts, and may take the option to use them instead of creating a new part number. If accepted (by check box), the alternate customer part number and revision will be used in the BOM.Items not checked will be retained for further disposition in the program.

7. Pressing the "Next" button will revise the checked items to existing (alternate) Customer Part Numbers.

The 5: CPN tab appears.

The import program will search the existing database for parts having the same AVL as the spreadsheet parts, under the ANY CUSTOMER with the same customer part number, and without regard to customer revision. (Some users may use the manufacturers part number for their own.) The user will be presented with a list of those parts, and may take the option to use them instead of creating a new part number.  If accepted (by check box), the alternate customer part number and revision will be used in the BOM. However, the Customer will be added to the customer list for the existing part. Of the checked items, there must be only one check to select an alternate part number, although the search of existing part numbers may find several.  Items not checked will be retained for further disposition in the program.

8. Pressing the "Next" button will revise the checked items to existing (alternate) Customer Part Numbers.

The 6: Alternate CPN tab appears.

The import program will search the existing database for parts having the same AVL as the spreadsheet parts, under the same customer, but with ANY customer part number, and without regard to customer revision. The user will be presented with a list of those parts, and may take the option to use them instead of creating a new part number.  If accepted (by check box), the alternate customer part number and revision will be used in the BOM. However, the Customer will be added to the customer list for the existing part. Items not checked will be retained for further disposition in the program.

9. Pressing the Next button will revise the checked items to existing (alternate) Part Numbers.

The 7: Alternate PN tab appears.

The import program will search the existing database for ANY parts having all the same AVL(s) (Same Mfgr and Mfgr PN) as the spreadsheet parts. 

If the part number listed on the spreadsheet has ALL the same AVL(s) and/or some additional AVL(s), as a part in the system, the user will be presented with a list of those parts, and may take the option to use them instead of creating a new part number.  If accepted (by checkbox), the alternate part number and revision will be used in the BOM, the Customer will be added to the customer list for the existing part, along with any new AVL information from the xls spreadsheet, which is automatically added to the BOM and Inventory Control records.  If the part number listed on the spreadsheet has some AVL(s) that match a part in the system, but not all of them, the system will NOT consider this as an alternative part number.  

Here is an example of why the system will NOT list a part as an Alternative part if only 1 AVL matches and not all AVLs match:  Lets say we have PART A (internal part) with AVL1, AVL2, AVL3.  This part is on the BOM for the customer A.  Lets say the user is loading BOM for customer B and it has PART B (which is NOT in the system yet) with AVL6, AVL7, AVL1. If the system recognized PART A as an alternative to PART B and adds AVL6, AVL7 to the PART A. Then when you go and view BOM for customer A you will see AVL1, AVL2, AVL3, AVL6, and AVL7 on the list of approved manufacturers. This list was changed seamlessly and without real understanding on the users part or without customers consent.  If this is not enough we added X-Ref that will find anything the user want and replace the part selected.

Items not checked will be retained for further disposition in the program. A purple highlight indicates that the item is Inactive.  If the user still elects to use the Inactive part the system will display a warning message that the inactive items selected and the users will option of changing the status to Active.

10.  Pressing the "Next" button will revise the checked items to existing (alternate) Customer Part Numbers.

The 8:Class tab will appear.

The import program will display all parts for which an existing nor alternate part number have been selected. These parts will be new parts added to the item master, and must have additional information included in order to be loaded. The user may select a part class and (optionally) part type for each item or leave it blank.  Blank classes will be assigned "TBD" when loaded into Inventory.   Items for which there are multiple AVLS will only require the class and type to be entered once. The user selects each from a dropdown list. Once a Class is assigned, the available Types for that class will be available for inclusion in the part Type. Because the descriptions are loaded from customer documentation, and the user may wish to clarify the description, the opportunity to do so is on this page.Items not completed will be loaded into the item master with a part class of TBD.

11. Pressing the "Next" button will then search the database for the default information for the class and type, and populate the required fields for the new parts based on the class and type. If no parts have been checked for uploading the system will prompt the user and place them back on the Part Class/Type page.

The 9:Part # & Rev tab appears.

The import program will determine whether or not the user has Auto-Part Numbering enabled.   If it is enabled, the program will assign internal part numbers based on the class and type setups, and move to the next page.  If Auto-Part Numbering is disabled (or off), the user must enter valid internal part numbers and Revisions for each new part.  The internal part number entered may not already exist in the database.   If user wants to use the CustPN and CustRev (from the template) for the internal Part # and Rev check the Copy box.  Checking/Uncheckiing the "Check All" box (located above the CustPN and CustRev columns) will check/uncheck all the records.  If user wants to add the prefix setup for that customer (the prefix must be setup within the Customer Information Module) to the new part number they must check the PRFX box.  Checking/Un-checking the "Check All" box to the far right globally check/uncheck all the records.   Items not completed will NOT be loaded into the item master nor the BOM.

12. Pressing the "Next" button will then search the database to validate the entered part numbers.

The 10:Select to Load tab appears.

The import program will display the entire list of part numbers being entered by assembly.   If the auto numbering is on, user will have the ability to copy the XL revision  to the new part revision by checking the box.  Check/Un-Check All box (located above the Rev column) gives the user the ability to check/uncheck all records to copy the XL Rev to new part Rev.  The user has a final opportunity to verify that the parts and BOMs are to be loaded.  A Check/Un-Check All box is available (located after the Step 10: Select items to Load title) to give the user the ability to check/uncheck all records to be loaded into the item master or the BOM. (In-Active records will have to be manually checked). Items not checked will NOT be loaded into the item master nor the BOM. 

 

This button will take the user to a screen, where they can make a selection by what ever criteria needed by choosing (Internal Part Number, Mfgr Part Number, Customer Part Number, Supplier's Part Number, or Description,etc) to search.  Note:  If a customer selects to "Locate Alternatives for the Highlighted Part" within Step 10, when they import a BOM that uses an existing ManEx PN and adds new AVL(s), the new AVL(s) are NOT added to any existing BOM's.

 

The user can enter partial string and search is not case sensitive.  After system will find parts in response to the search, the user can make a selection by checking on one of the check boxes.  The user can click one of the buttons on the bottom of the screen when done.  And if the user selects one of the buttons with "Select" on it the part that was highlighted in the BOM import screen will be replaced.  Please note the search screen can be up all the time, so if the user selects a part find replacement and click "Select without Exit" button then select next part on the import screen and look for the replacement without exiting search screen.

13. Pressing the "Next" button will then remove the parts that are not to be loaded into the system.

The 11:Select Work Center tab will appear.

The import program will display the entire list of part numbers to be loaded into the item master or BOM. All components will be defaulted to the Staging work center. The user has the option to change the work center at this time.  Highlight the part number you would like to change.Choose a work center from the pull down list.  Click on the Replace Highlighted Records box.

 

14. Pressing the "Load Data" button will complete the upload. The tables updated will be the INVENTOR, INVTMFGR, INVTMFHD, BOM_DET and BOM_REF.

 

If you receive the following message after depressing the "Load Data" button there are a few scenarios that could be causing this message to appear:   1.  A same part, with different description associated with different product, will cause this message to appear upon import. 2.   If the Auto numbering is turned OFF and user has entered the same part number to items with same description but different customer part numbers will cause this message to appear.    When loading one BOM/product at a time into the ManEx System it checks to see if the users might have the same part number,  but with different descriptions or different customer part numbers  loaded on the spreadsheet.  If found then it would display that information in an XLS spreadsheet for the users to address.