Coil Import Guide - Revision history

Amohammad at 16:55, 8 April 2024

2024-04-08T16:55:14Z

Amohammad at 16:54, 8 April 2024

2024-04-08T16:54:55Z

Freddy at 19:24, 10 January 2019

2019-01-10T19:24:13Z

Freddy at 20:40, 27 December 2018

2018-12-27T20:40:43Z

Freddy at 15:14, 13 December 2018

2018-12-13T15:14:56Z

Freddy at 20:03, 5 December 2018

2018-12-05T20:03:53Z

Freddy at 21:07, 3 December 2018

2018-12-03T21:07:12Z

Freddy: /* Coil Import Additional Steps */

2018-12-03T20:56:30Z

‎Coil Import Additional Steps

Freddy at 13:26, 28 November 2018

2018-11-28T13:26:50Z

Freddy: /* Coil Import Database Tables */

2018-11-27T18:17:57Z

‎Coil Import Database Tables

@@ Line 64: / Line 64: @@
 Menu Location: Transaction>>Importers/Exporters>>Item Control>>Coil Import
-[[File:Coil_Import.jpg]]
+[[File:Coil_Import.png]]
 '''Item File Name/Browse:''' Use the Browse button to locate and select the completed Coil import template file (in XLS format).

@@ Line 64: / Line 64: @@
 Menu Location: Transaction>>Importers/Exporters>>Item Control>>Coil Import
-[[File:ITEMIMPORTSBS1.png]]
+[[File:Coil_Import.jpg]]
 '''Item File Name/Browse:''' Use the Browse button to locate and select the completed Coil import template file (in XLS format).

← Older revision		Revision as of 19:24, 10 January 2019
Line 1:		Line 1:

−	==General Import ~~Template File~~ Notes==	+	==General Data Import Notes==

−	*Template files are typically generated from their respective Import screen using an 'Export Template' button.	+	Refer to the [[Data Import General Information]] page for information and guidance on general import timeline, formatting import templates, as well as how to ensure you are using the most current template information for data imports.
−	*Using the 'Export Template' button from an updated system will help ensure that you are using the most up-to-date import file, and will help avoid errors.
−	*Templates generally (but not in all cases) contain 3 rows of header information.
−	**The first row is generally labelled with f1 through f## and is used to give a consistent column id to ~~each data column. Do not remove this row unless instructed.~~
−	**The second row is labelled with the ~~column data/field name. The values in this row are used~~ for ~~the file mapping screen. Editing these values is generally not needed~~ and ~~may make the field mapping process difficult.~~
−	**The third row (if present) is labelled either with the same values from row 2, ~~or with more detailed field descriptions. The third row is available to create a customer-friendly name for the associated data column.~~
−	***The third row should be removed from the source file prior to importing. It will cause errors since it will be treated as ~~the first import record on the file.~~
−	Import files MUST always be saved as ~~'Microsoft Excel 5.0/95 Workbook (.xls)' format until further notice. The import screens will generate errors if the file type is not correct.~~
−
−	*It is a good idea to ~~perform a Mapping Table Import~~ using ~~a current source list before beginning on any imports. Without a current mapping table,~~ the ~~quality of imports can be compromised. The Mapping Table Import only needs to be run once on a newly set up Adjutant system. It does not need to be run before each import.~~
−	**Export a current ~~list from the Mapping Table Import screen from an updated system (or contact your Implementation Consultant~~ for ~~an updated file).~~
−	**Perform a Mapping Table Import on the target system with the XLS file from the step above.

@@ Line 150: / Line 150: @@
 ==Coil Import Additional Steps==
-'''IMPORTANT!!''' - Perform the Cost Tiers Import for every imported lot record to establish the historical receipt cost tier. The purchase order receipt process automatically builds cost tier data, but the coil import process does not create cost tier data. Failing to import cost tiers for the imported coils can have adverse effects down the road during procurement and production processes. Follow the [[Cost Tiers Import Guide]] for details on importing cost tiers.
+'''IMPORTANT!!''' - Perform the Cost Tiers Import for every imported lot record to establish the historical receipt cost tier. The purchase order receipt process automatically builds cost tier data, but the coil import process does not create cost tier data. Failing to import cost tiers for the imported coils can have adverse effects down the road during inventory, procurement, and production processes. Follow the [[Cost Tiers Import Guide]] for details on importing cost tiers.
 Perform the Coil Receipt Defaults (COILJUMP) import to set the default coil receipt tag values for each coil item. Follow the [[Coil Receipt Defaults Import Guide]] for details.

← Older revision		Revision as of 15:14, 13 December 2018
Line 78:		Line 78:


−	'''File Name~~(Header)~~/Browse:''' Use the Browse button to locate and select the completed Coil import template file (in XLS format).	+	'''Item File Name/Browse:''' Use the Browse button to locate and select the completed Coil import template file (in XLS format).

	'''Export Template:''' Generates a blank Coil import template file		'''Export Template:''' Generates a blank Coil import template file

← Older revision		Revision as of 20:03, 5 December 2018
Line 159:		Line 159:
	*During parallel testing, it is okay to only print coil tags for selected items that will be used for testing. All coil item types should be tested (i.e. coil for panels, coil for cees, etc.)		*During parallel testing, it is okay to only print coil tags for selected items that will be used for testing. All coil item types should be tested (i.e. coil for panels, coil for cees, etc.)

−	*For go-live, all imported coil records must have coil tags printed.	+	*For go-live, all imported coil records must have coil tags printed.

@@ Line 150: / Line 150: @@
 ==Coil Import Additional Steps==
-Perform the Cost Tiers Import for every imported lot record to establish the historical receipt cost tier. Follow the [[Cost Tiers Import Guide]] for details.
+'''IMPORTANT!!''' - Perform the Cost Tiers Import for every imported lot record to establish the historical receipt cost tier. Follow the [[Cost Tiers Import Guide]] for details.
 Perform the Coil Receipt Defaults (COILJUMP) import to set the default coil receipt tag values for each coil item. Follow the [[Coil Receipt Defaults Import Guide]] for details.
@@ Line 160: / Line 160: @@
 *For go-live, all imported coil records must have coil  tags printed.
 ==Coil Import Reconciliation==

@@ Line 68: / Line 68: @@
 * '''Coil Number''' - This converts to LOT#. Work with the customer to confirm whether they want to continue using the same lot numbers, manually assign new ones, or let the system auto-assign lot numbers based on the system counters.
@@ Line 142: / Line 140: @@
 '''f22 - Coat''' -  Coil coating code/description (10 alphanumeric character max)
-'''f23 - Vendor''' -  Vendor organization number in Adjutant
+'''f23 - Vendor''' -  Original Vendor name from the receiving PO (60 characters)
 '''f24 - PO#''' -  Original PO#

← Older revision		Revision as of 18:17, 27 November 2018
Line 186:		Line 186:

	'''ITEMMASTER''' - Any coil item that doesn't already exist will create a unique IKEY tied to the ITEM value.		'''ITEMMASTER''' - Any coil item that doesn't already exist will create a unique IKEY tied to the ITEM value.
		+
		+	'''ITEMMDET''' - Any coil item that doesn't already exist will also create a unique ITEMDET record for the OHF combination specified on the import screen.