SYSPRO Ribbon bar > Imports > Manufacturing > Estimate Route Import

Estimate Route Import

You use this program to import operations 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

Field Description
Import Validates the contents of the import file and import records if there are no errors.
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.

Options

Data source

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.

Options

Field Description
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 new before existing Inserts the imported components before any existing data.
Insert new after 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.
Run time multiplier Enter the amount by which the Unit run time must be multiplied for the new estimate.??
Hierarchical estimate This function is only enabled if you selected the option: Maintain hierarchies relating to a quotation line (Estimates), and the quotation is a hierarchical quotation (see Quotation Entry).

After processing completed

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.

Details

Toolbar

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.
Print 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  

Import Results

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.

Import File Layout for 7

Field Start position Field length and description
Header   ;SYSPRO IMPORT - Version=001 - QOTPRI

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.
Record type 1 1

Each line must start with the character R.
Work center 2 20

Specify a valid work center.
Rate indicator 22 1

Valid entries are in the range 1-9. Defaults to 1 if left blank or not in the range 1-9.
What-if rate indicator 23 1

Currently not applicable.
Subcontract operation flag 24 1

Y or N are valid entries, otherwise defaults to the indicator assigned to the work center.
Milestone operation flag 25 1

Y or N are valid entries. Subcontract operations default to Y.
Elapsed time 26 10

Defaults to 1 if left blank. This field is not used for subcontract operations.
Elapsed time fixed flag 36 1

Y or N are valid entries, otherwise defaults to N.
Move time 37 11

Defaults to zero if left blank.
Narration code 48 10

Defaults to zero if not on file. When not on file, this is ignored.
Number of pieces 58 19

Defaults to zero if left blank.
Inspection flag 77 1

Valid entries include:

EntryDescription
NDefault
SSample
FFull
Scrap percentage 78 5

Indicate the scrap percentage for the operation.

If you define a fixed quantity per against a component, then any progressive scrap percentage or quantity you define against an operation through which that component moves is not applied.
Scrap quantity 83 19

Indicates the scrap quantity for the operation.

If you define a fixed quantity per against a component, then any progressive scrap percentage or quantity you define against an operation through which that component moves is not applied.
Minor setup time 102 15

Currently not applicable.
Minor setup code 117 4

Currently not applicable.
Tool set number 121 30

Documentary purposes only.
Tool set quantity 151 19

Documentary purposes only.
Tool set consumption 170 8

Documentary purposes only.
Price basis 178 1

M and R are valid entries. Subcontract operations default to M.
Selling rate indicator 179 1

Only used if the escalation basis is set to R. Valid entries are in the range 1-9. Defaults to 1.
Markup/margin % 180 7

Only used if the escalation basis is set to M. Defaults to 0 if left blank.
Internal Operation fields    
Setup time 187 15

Defaults to zero if left blank.
Run time 202 15

Defaults to zero if left blank.
Startup time 217 15

Defaults to zero if left blank.
Teardown time 232 15

Defaults to zero if left blank.
Wait time 247 15

Defaults to zero if left blank.
Startup quantity 262 19

Defaults to zero if left blank.
Machine code 281 30

Defaults to zero if left blank.

When not on file, this defaults to blanks. This is validated during labor posting if the machine code is mandatory it will have to be keyed in if blank.
Maximum operators 311 6

Defaults to 1 if left blank.
Maximum productive units 317 6

Defaults to 1 if left blank.
Time taken (Block & rate method) 323 15

You must make an entry here. A non-zero entry must be made if the run time calculation method is defined as block or rate.
Quantity (Block & rate method) 338 19

You must make an entry here. A non-zero entry must be made if the run time calculation method is defined as block or rate.
Subcontract Operation fields    
Supplier 187 15

Defaults to the supplier assigned to the work center if left blank.
PO stock code 202 30

Optional.
Quantity per 232 19

Mandatory.
Order unit of measure 251 10

Optional.
Unit value 261 11

Defaults to zero if left blank.
What-if value 272 16

Currently not applicable.
Planner code 288 20

Defaults to the planner assigned to the work center when left blank.
Buyer code 308 20

Defaults to the buyer assigned to the work center when left blank.
Lead time 328 10

Defaults to 1 if left blank.
Dock to stock 338 10

Defaults to zero if left blank.
Offsite time 348 10

Defaults to 1 if left blank.
Hierarchy 358 50

Hierarchical code if estimate is hierarchical.
Transfer method 408 1

Flag used to indicate if transfer value is a percentage or quantity. P and Q are valid entries.
Transfer quantity 409 19

Transfer percentage or quantity (12.6).

Import File Layout for 6.1

Field Start position Field length and description
Record type 1 1

Each line must start with the character R.
Work center 2 6
Rate indicator 8 1
What-if rate indicator 9 1
Subcontract operation flag 10 1
Milestone operation flag 11 1
Elapsed time 12 3
Elapsed time fixed flag 15 1
Move time 16 4
Narration code 20 4
Number of pieces 24 5
Inspection flag 29 1
Scrap percentage 30 5
Scrap quantity 35 8
Minor setup time 43 10
Minor setup code 53 4
Tool set number 57 15
Tool set quantity 72 11
Tool set consumption 83 8
Escalation basis 91 1
Escalation rate indicator 92 1
Markup/margin % 93 7
Internal Operation Fields    
Setup time 100 10
Run time 110 10
Startup time 120 10
Teardown time 130 10
Wait time 140 10
Startup quantity 150 11
Machine code 161 6
Maximum operators 167 6
Maximum productive units 173 6
Time taken (Block & rate method) 179 10
Quantity (Block & rate method) 189 11
Subcontract Operation Fields    
Supplier 100 7
PO stock code 107 30
Quantity per 137 13
Order unit of measure 150 3
Unit value 153 11
What-if value 164 11
Planner code 175 3
Buyer code 178 3
Lead time 181 3
Dock to stock 184 3
Offsite time 187 3

Notes and warnings

Restrictions and limits

  • You cannot import items where the part category is defined as N - Notional part (Stock Code Maintenance).

  • The entire import file for the selected Parent route must be valid. A partial import is not allowed.

eSignature considerations

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 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.

Activity considerations

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 Pane

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:

  • in the main SYSPRO menu

  • in any program with panes, if not using roles

  • 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.

  1. 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.

  2. Right-click any form field.

    You can also click the triangle menu icon that appears in the title area of a pane.

  3. 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.

  1. Select the Close icon in the right-hand corner of the application help pane.

  2. Confirm that you want to delete the pane.