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Question: How can
I import parts receiving data from a csv file?
Answer:
ExpressMaintenance includes the option to import parts receiving records
from a comma delimited text file (csv). This allows users to
utilize portable barcode scanners for recording incoming parts shipment
and then easily import the data into the ExpressMaintenance Parts
/ Receiving data. A csv file is most commonly created or edited
with a spreadsheet application such as Excel but can also be created
using external software such as that provided with portable barcode
readers and portable computers.
In order to import
parts receiving records, you must have a csv file in a specific format.
The file must include a space for each of the following fields of data
and they must be in this exact order.
Vendor ID
Vendor Name
Invoice Number
Part Number
Part Description
Quantity
Price
The file can
actually contain wither Vendor ID or Vendor Name or both. The file
can also contain Part Number or Part Description or both. In
either case there must be a column for both even if one is blank.
The example below
includes all fields:
123.01,Big Sky
Supply,D342,Air Filter,12,15.99
The example below
omits the Vendor Name and Part Name:
123.01,,D342,,12,15.99
Notice that even
though the Vendor Name and Part Name is omitted, the comma is still in
place to delineate the columns. This must be present in order for
the import program to work properly and associate data with the proper
columns.
Importing Receiving Records
In order to import
receiving records, simply follow the wizard found in the Parts /
Receiving screen as shown below:
Select the desired
csv file to import and then click Next button.
The data will be
read and viewed in a grid. At this point, you can edit or adjust
the data as desired. Next, click the Import button to import data.
Once importing is
complete the wizard will report the number of receiving records and
parts processed. You can view the receiving records in the Parts /
Receiving screen by simply closing the wizard. |
