It is okay if you have blank lines, but they should be subsequent lines of the same assembly, NOT the first line item no.  First priority is the assynum and rev columns in the spreadsheet,.   If you populate that data, in the first item number it will use that as the import record assembly number.  NOTE: If you are entering parts for different customers on the same spreadsheet you MUST enter different assynum and/or rev to distinguish between customer parts.  If assynum is same it will override customer number and use prior customer linked to that assembly number.

If the assynum and rev columns are blank in the first item no (as in item 1 in this bom) THEN the import will use the file name as the assembly number, then, if the rest of the line items have data that is the same, the system will put it on another import record with the listed number.  

Font size:  We made it larger so it is easier to read and use on things like a tablet. However, if your screen size is small it may appear too large.   

ADDRESS

AVAILABLE ACTIONS

From this screen, the user can:

1. Import a Bill of Material 

 Note: During the Validated processes if the system finds errors these fields will be shaded in Red indicating that these fields have missing or incorrect information.

  

Note:  The data to the right in gray is the data that was imported originally. 

 

Depress the "Upload Button"  If you attempted to create a new import for the exact same assembly and rev that already exists in the Notifications.   The following message will be displayed.  

This is to prevent users from accidentally working on multiple versions of the same record and wondering why their last changes weren't sticking, we automatically redirect you to the existing active import. Once you transfer the bom, you can start a new one for the same bom. Or, you can change the part number or rev in order for it to be treated as a new import. Or, you can delete the current active record to start fresh. 

NOTE:  The import in process will NOT exist in the desktop. You must first transfer it in order to see the parts and changes. The "EXISTING ACTIVE IMPORT" is just an import that you can finish and transfer in order to see it in the desktop.

Depress the "Upload" button and the data will be Uploaded into the following screen and Validated.

 During the Validated processes if the system finds errors these fields will be shaded in Red indicating that these fields have missing or incorrect information.  

User may add Reference Designators by clicking on the (+).  The number of Ref Desg needed for this part will be displayed in ().  To remove an existing reference designator click on the (garbage can symbol) to the right of the desg you want to remove, click on the (Undo) to restore the reference designator you removed.  

You need to save changes before you can add additional reference designators if you do not (Undo) any of the ones you deleted.  If a user adds more ref desg then required at time of upload it will only use the number of ref desg required starting from the top of the list down.

 

Reference Designators

• Reference Designators MUST begin with letters and have incremental numbers next to the letters.

Assembly Info

• If you do not populate the assy* column, then the file name will be used.

Template Types

The following explains the different limitations to the different Import Template Types that are available in the WebManEx

.XML Map for Excel:

.CSV Template:

.XLSX Template:

How does the score system work? 

These settings determine the score provided for each match. 

• An import record that had 2 AVLs (one already loaded) and an existing customer part number would get a score of 80 and the new AVL would be set to be added on completion. 
• Another part that matched by MANEX number and description (exact match) would score 110. 
• Another part that had both AVLs but no other matches would also score 80.

The record with the highest score would be selected by default (or the one matched first if two records had the same highest score) and the system would alert the user to other possible matches.

What does match REV sort and overage calculation do? Rev sort (ascending/descending) indicates how to sort multiple records of the same part number. It will pick the first matching record. In other words, other things being equal, do you want it to select the latest revision (descending) or the first revision (ascending).

How does the Skip empty REV field work

In the BOM settings menu user has option to Skip empty Rev field.  Skipping empty Rev fields means that an empty Rev isn't treated as a rev. It can match any rev. If you don't check the option, then an empty is the Rev ( or non-rev) and will only match an existing part without a rev.

Upon import you may be presented with something similar to the error in image below. Typically means on your import template for this BOM you have the same Manufacturer and MPN combination listed more than once when creating a brand new part. Typically won't see this when system matches to existing part #'s.

How does the score system work? 

These settings determine the score provided for each match. 

• An import record that had 2 AVLs (one already loaded) and an existing customer part number would get a score of 25 and the new AVL would be set to be added on completion. 
• Another part that matched by MANEX number and description (exact match) would score 70. 
• Another part that had both AVLs but no other matches would also score 20.

The record with the highest score would be selected by default (or the one matched first if two records had the same highest score) and the system would alert the user to other possible matches.

What does match REV sort and overage calculation do? Rev sort (ascending/descending) indicates how to sort multiple records of the same part number. It will pick the first matching record. In other words, other things being equal, do you want it to select the latest revision (descending) or the first revision (ascending).

How does the Skip empty REV field work

In the BOM settings menu user has option to Skip empty Rev field.  Skipping empty Rev fields means that an empty Rev isn't treated as a rev. It can match any rev. If you don't check the option, then an Rev is empty( or non-rev) it will only match to an existing part without a rev.