You use this program to import components from an existing estimate or ASCII file.
You can also copy data from Excel or manually enter the data using the grid in the Details pane.
- Toolbar
- Options
- Details
- Import Results
- Import File Layout for 7
- Import File Layout for 6.1
- Notes and warnings
- Application Help Pane
| Field | Description |
|---|---|
| Import | Validates the contents of the import file and imports records according to your selection at the Import only if all rows are valid option. |
| Save Form Values | This option is only enabled in Design mode (see Automation Design). Your selections are saved and applied when the program is run in automated mode. |
| Field | Description |
|---|---|
| Import method | |
| From file | Indicates you want to import data from a file. |
| Use data grid | Indicates you want to enter data directly into the grid of the Details pane (you can paste the contents of an Excel spreadsheet into the grid). |
| File location | |
| Server | Indicates the import file resides on the server. |
| Client | Indicates the import file resides on the client. |
| File name | Indicate the name of the import file (include the full path). |
| Review file | Loads the contents of the import file into the Details pane. This enables you to validate the lines on the grid prior to importing the file. The Import button is enabled only when all lines are valid. |
| Field | Description |
|---|---|
| Import only if all rows are valid | When enabled, the entire import file must be valid before any records
can be imported. The import aborts if any errors are encountered. When this is not enabled, valid records are imported and invalid records are ignored when the import is performed. |
| Parent non-stocked code | Indicate the non-stocked code for which you are creating an estimate. |
| Parent route | Displays the route defined against the non-stocked code selected. |
| Insert options | |
| Delete existing before import | Deletes the existing components before importing the new details. |
| Insert only new | Inserts the imported components before any existing data. |
| Merge new with existing | Merges the existing components with the new data that is imported. If you select this option, you can define how the components must be merged. |
| Merge options | These options are only enabled if you selected Merge new with existing above. |
| Accumulate qty per | Adds the imported quantity per value to the existing quantity per value for identical components. |
| Replace with 'from' qty per | Uses the imported quantity per values for all components. |
| Leave qty per unchanged | Retains the existing quantity per values for all components. |
| Quantity per multiplier |
Enter the amount by which the quantity per must be multiplied for the quantity for the new estimate. If you enter a multiplier greater than one and you copy a component which uses fixed quantity per, then the multiplier is only applied to the quantity per and not to the fixed parent quantity. This is regardless of whether you copy the component from an estimate or an ASCII file. |
| Hierarchical estimate |
| Field | Description |
|---|---|
| Print the Details | Generate a report of the contents of the Details entry grid. |
| Email the Details | Generate an email of the contents of the Details entry grid. |
| Print the Import Results | Generate a report of the contents of the Import Results pane. |
| Email the Import Results | Generate an email of the contents of the Import Results pane. |
| Email recipients | Indicates the email addresses of recipients to whom you want to email the information displayed in the output panes. |
| Delete file after use | Indicates whether you want to delete the import file after
all records are successfully
imported. In a client/server environment, both the import file on the server and the temporary import file created on the client are deleted. |
| Close the application | Exits the program once processing is complete. Do not select this if you want to be able to view the information on screen when processing is complete or you want to print or email the contents of the Details and Import Results panes. |
| Field | Description |
|---|---|
| Validate | This verifies whether there are any errors in the grid,
without actually importing records. Exclamation marks in the Validation status column indicates that one or more fields in the line are invalid. An explanatory error message is displayed when you hover your mouse pointer over the exclamation marks. |
| Prints the contents of the import file, or changes made in the grid. | |
| Export to Excel | Outputs data from the Details pane to an Excel spreadsheet. |
| Search text | |
| Clear | Clears the contents in the search text field. |
| Edit | |
| Copy | Copies the lines in the Details pane. |
| Paste (all columns) | Ensure that you have data for all the columns that can
appear in the data grid before selecting this option. When you select to Paste (all columns) the date you are pasting must be in the format CCYYMMDD. Although no validation errors are displayed, the date is not converted into your SYSPRO date format. |
| Paste (visible columns only) | Pastes data into the columns that currently appear in the
data grid, in the sequence that they appear. When you select to Paste (visible columns only) and the date you are pasting is not in CCYYMMDD format, you are prompted for the date format. The program correctly inserts it into the grid in the SYSPRO date format. |
| Duplicate | Copies the current row to the end of the data grid. |
| Find and Replace |
Displays a summary of the results of the validation/import.
This information can be printed or emailed providing you did not select to Close the application in the After processing completed section.
| Field | Start position | Field length and description | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Header | ;SYSPRO IMPORT - Version=001 -
QOTPMI Mandatory entry of this comment on the first line of the import file to distinguish it from a SYSPRO 6.1 layout file. This comment is not case sensitive. |
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| Record type | 1 | 1 Each line must start with the character S. |
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| Comp. stock/non-stocked code | 2 | 30 Specify a valid component stock code. |
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| Non-stocked component | 32 | 1 Y indicates a non-stocked component. |
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| Quantity per | 33 | 20 A negative sign can be entered at the start of this field. Defaults to zero if left blank. You can define this as a fixed quantity per by entering Y at the Fixed quantity per field. |
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| Sequence number | 53 | 6 Defaults to zero if left blank. This must be numeric if you have enabled the Structure sequencing required setup option (Bill of Materials Setup). |
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| Operation number/offset days | 59 | 5 Defaults to 1 if left blank. |
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| Operation/offset flag | 64 | 1 This qualifies your entry at the Operation number/offset days field.
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| Scrap percentage | 65 | 5 Defaults to zero if left blank. |
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| Scrap quantity | 70 | 20 A negative sign can be entered at the start of the field. Defaults to zero if left blank. |
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| Order entry - optional | 90 | 1 Currently not applicable. |
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| Order entry print flag | 91 | 1 Currently not applicable. |
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| Issue scrap automatically | 92 | 1
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| Reason | 93 | 30 Indicate a reason for the addition. |
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| Include component in kit issues | 123 | 1 Defaults to Y. |
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| Markup/margin % | 124 | 7 A negative sign can be entered at the start of the field. Defaults to zero if left blank. |
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| Create non-stocked code | 131 | 1
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| Generate non-stocked code | 132 | 1 This only applies if the parent is quotation-specific. |
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| Description | 133 | 50 This field cannot be blank if adding a non-stocked component. |
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| Part category | 183 | 1 Mandatory. Valid entries include:
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| Product class | 184 | 20 This field cannot be blank if adding a non-stocked component. |
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| Unit of measure | 204 | 10 This field cannot be blank if adding a non-stocked component. |
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| Mass | 214 | 19 Defaults to 1 if left blank. |
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| Volume | 233 | 19 Defaults to zero if left blank. |
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| Maximum decimals | 252 | 1 Valid entries are in the range 0-3. The default is 3. |
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| Supplier | 253 | 15 If an entry is made, then the supplier must be on file. |
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| Traceable | 268 | 1 Only applies to made in, subcontract and phantom parts. Defaults to N. |
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| Buyer | 269 | 20 Only applies to bought out items. If an entry is made, then the buyer must be on file. |
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| Planner | 289 | 20 Only applies to made in, subcontract and phantom parts. If an entry is made, then the planner must be on file. |
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| Lead time | 309 | 10 Only applies to bought out items. Defaults to 1 if left blank or is invalid. |
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| Dock to stock | 319 | 10 Defaults to zero if left blank or is invalid. |
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| WIP G/L control | 329 | 35 Only applies to made in, subcontract and phantom parts. If an entry is made here and Inventory is integrated to General Ledger then the code must be on file. |
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| Tariff code | 364 | 15 (EC VAT only). This identifies goods which are the subject of a dispatch or arrival and is the basis for most statistical information used by government departments, the European Commission, United Nations agencies and businesses themselves. |
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| Supplementary units | 379 | 1 (EC VAT only). Indicates whether a supplementary unit is required for the Tariff code. A number of tariff codes require the declaration of a supplementary unit (e.g. number of pieces, cubic metres or litres). Generally, a supplementary unit is required when it is a more appropriate measure of particular goods than the net mass and provides a greater degree of comparison and analysis. |
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| Costing method | 380 | 1 Mandatory for bought out items. Valid entries include:
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| Cost | 381 | 17 Only applies to bought out items. Defaults to zero if left blank. A negative sign can be entered at the start of the field. |
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| Fixed quantity per | 398 | 1 Defaults to N. An entry of Y indicates that the quantity per entered is for a fixed quantity per. |
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| Parent per fixed quantity | 399 | 19 Enter the number of parent parts to which the fixed quantity relates. If a zero, the system assumes that you want to use the fixed quantity per that was entered, regardless of the number of parent parts being made. |
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| Component type | 418 | 20 Field type - Alpha Enter up to 20 alphanumeric characters for the component type. |
| Field | Start position | Field length and description |
|---|---|---|
| Record type | 1 | Each line must start with the character S. |
| Comp. stock/non-stocked code | 2 | 30 |
| Non-stocked component | 32 | 1 |
| Quantity per | 33 | 14 |
| Sequence number | 47 | 6 |
| Operation number/offset days | 53 | 3 |
| Operation/offset flag | 56 | 1 |
| Scrap percentage | 57 | 5 |
| Scrap quantity | 62 | 8 |
| Order entry - optional | 70 | 1 |
| Order entry print flag | 71 | 1 |
| Issue scrap automatically | 72 | 1 |
| Reason | 73 | 10 |
| Include component in kit issues | 83 | 1 |
| Markup/margin % | 84 | 7 |
| Create non-stocked code | 91 | 1 |
| Generate non-stocked code | 92 | 1 |
| Description | 93 | 30 |
| Part category | 123 | 1 |
| Product class | 124 | 4 |
| Unit of measure | 128 | 3 |
| Mass | 131 | 13 |
| Volume | 144 | 13 |
| Maximum decimals | 157 | 1 |
| Supplier | 158 | 7 |
| Traceable | 165 | 1 |
| Buyer | 166 | 3 |
| Planner | 169 | 3 |
| Lead time | 172 | 3 |
| Dock to stock | 175 | 3 |
| WIP G/L control | 178 | 15 |
| Tariff code | 193 | 15 |
| Supplementary units | 208 | 1 |
| Costing method | 209 | 1 |
| Cost | 210 | 16 |
| Fixed quantity per | 226 | 1 |
| Parent per fixed quantity | 227 | 11 |
| Component type | 238 | 20 |
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You cannot import items where the part category is defined as N - Notional part (Stock Code Maintenance).
Electronic Signatures provide security access, transaction logging and event triggering. This enables you to increase control over your system changes.
Access to the following eSignature transactions within this program can be restricted at Operator, Group, Role or Company level. You configure this using the Electronic Signatures program.
| eSignature Transaction | Description |
|---|---|
| QOT Estimate add component |
Controls access to the Add Component function in the Estimates, Copy to Estimate and Estimate Structure Import programs. |
| QOT Estimate change component |
Controls access to the Change function for Components in the Estimates, Copy to Estimate and Estimate Structure Import programs. |
| QOT Estimate delete component |
Controls access to the Delete function for Components in the Estimates, Copy to Estimate and Estimate Structure Import programs. |
| QOT Estimate add operation |
Controls access to the Add Operation function in the Estimates, Copy to Estimate, Estimate Structure Import and Estimate Route Import programs. |
| QOT Estimate delete operation |
Controls access to the Delete function for Operations in the Estimates, Copy to Estimate, Estimate Structure Import and Estimate Route Import programs. |
Operator access to the following activities within this program can be restricted. You configure this using the Operator Maintenance program.
| Activity | Description |
|---|---|
| Listview/Forms - Export or print data | Controls whether an operator can print the contents of a listview and/or output the contents of a listview to an HTML page, XML document or Excel spreadsheet. |
| Maintain data in import programs | Controls whether an operator can maintain import data in a data grid within any SYSPRO import program before the import is performed. |
| Allowed to import from client | Controls whether an operator can use a SYSPRO import program to import data from a client machine (in a client/server environment). |
| File Browse on server (C/S system) | Controls whether an operator use the browse function to load the Browse on Files and Folders program to locate files on the server in a client/server environment. Operators can still navigate to a file or folder on the server by typing in the full path name in the entry field. |
Application Help Panes provide step-by-step instructions for various functions within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program. The intention is that the pane provides information that is uncluttered and easy to navigate.
You can embed an Application Help Pane:
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in the main SYSPRO menu
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in any program with panes, if not using roles
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when adding a role layout in Design Mode.
Inserting Application Help
You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.
Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.
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Open the program for which you want to insert application help into a customized pane.
This functionality is only available for a program that has panes.
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Right-click any form field.
You can also click the triangle menu icon that appears in the title area of a pane.
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Select Insert Application Help from the context-sensitive menu.
The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.
Removing the Application Help pane
If you no longer want to display application help in a pane for your current program, you can simply remove it.
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Select the Close icon in the right-hand corner of the application help pane.
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Confirm that you want to delete the pane.