Import

Import of data to the system is necessary if these data are in correct form. We didn’t downloaded data from different formats; we used only one format, the most popular one in our opinion. Yes, this format is Excel. It looks as follows:

Firstly you need to fill in the first line with names of the columns. There are the following columns:

  1. Type
  2. Connection
  3. Status
  4. Level
  5. Designation
  6. Name
  7. Quantity
  8. Unit
  9. Comments
  10. Price
  11. Start date and time
  12. Finish date and time

Type can take values NMK, COLL, COMP, PARAM, NLINK and CLINK. The other values are not allowed. Including the empty one.

NMK means the importing of the stock item.

COLL indicates the beginning of collection description.

COMP is designated for components. Before COMP, which takes several lines as a rule, COLL should be indicated; in order the system can understand what collection the component relates to.

PARAM specifies the value of the parameter relating the element before this line, to nomenclature, to collection or to component.

NLINK indicates the values from block “Nomenclature” relating to nomenclature, to component or to collection.

CLINK indicates the values from block “Collections” relating to nomenclature, to component or to collection.

Connection takes all allowable values from reference guide of connections.

Status takes all takes all allowable values of status.

Unit of measurement takes all values from reference guide of units.

The data import is to be performed in the following way. It’s necessary to go to the menu “Service” and select the item “Import”.

All it takes is to drag the data from local disk to the field with mark «+». Hover this sign the additional text will be displayed “Drag the file here”. It’s difficult to miss. There is only one limitation – the file should have the definite structure as described above. If the file doesn’t satisfy this requirement it will be not accepted for handling. If all inspections are passed the preview window will be displayed.

As mentioned above you can import nomenclature, collections and components. It’s possible to connect the parameters to each of these elements. You can open the content of collection or nomenclature clicking on the line. It will be useful to check how the system has handled the file before its loading – if the elements were connected to the right parameters, if the subordination of the elements is created correctly.

By pushing the button “Import” the data loading is performed and the following window will be displayed:

Import is finished. You can check the results. The signs have the following meaning:

Import is performed; the item is downloaded to the reference guide.

Import is performed, the item was in the reference guide and therefore it was not added. It can be both collection and nomenclature. If the collection was not added so the items with parameters of components and collection cannot be loaded.

Import is not performed. As a rule it happens if the parameter designation is not included to the reference guide. The other reason – you don’t have access rights to add the parameter to nomenclature, collection or component.

Show the information blocks of collection, nomenclature or component. The button appears at the right by pointing the cursor to the line.

All added elements (it can be nomenclature and/or collection) will be recorded to the category “Incoming” to the folder with the file name.

All you need to do is to distribute new items to folders and categories (if it’s necessary) and you can handle with new information.

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