Estimate Structure Import

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Estimate Structure Import

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

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 (Automation Design). Your selections are saved and applied when the program is run in automated mode. Form values and defaults are applied at operator level. They are not saved at role or group level.

Options

Data source

Field

Description

Import method

From file

Select this to import data from a file.

Use data grid

Select this to enter the import data directly into the grid of the Details pane

You can paste the contents of an Excel spreadsheet into the grid. A blank line is created as the first line in the grid because by default, focus is set on the first editable line for all import program grids.

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

This loads the contents of the import file into the Details pane, which lets you validate the lines on the grid prior to importing the file. The Import button is enabled only when all lines are valid.


	The import file is deleted if you enable the Delete file after use option.

Options

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 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

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

Indicate the email addresses of recipients to whom you want to email the information displayed in the output panes.

Delete file after use

Indicate whether you want to delete the import file after all records are successfully imported.

The file is also deleted if you enable this option and select the Review file function.

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 - 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.

Record type

Each line must start with the character S.

Component

Specify a valid component stock code or non-stocked code.

Non-stocked component

Y indicates a non-stocked component.

Quantity per

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.

Sequence number

Defaults to zero if left blank.

This must be numeric when the Structure sequencing required option is enabled (Bill of Materials Setup).

Operation number/offset days

Defaults to 1 if left blank.

Operation/offset flag

This qualifies your entry at the Operation number/offset days field.

Entry	Description
O	Operation
D	Offset days

Scrap percentage

Defaults to zero if left blank.

Scrap quantity

A negative sign can be entered at the start of the field.

Defaults to zero if left blank.

Order entry - optional

Currently not applicable.

Order entry print flag

Currently not applicable.

Issue scrap automatically

Entry	Description
N	Default.
Y	Issue both material and progressive scrap automatically.
M	Only issue material scrap automatically.
P	Only issue progressive scrap automatically.

Reason

Indicate a reason for the addition.

Include component in kit issues

123

Defaults to Y.

Markup/margin %

124

A negative sign can be entered at the start of the field.

Defaults to zero if left blank.

Create non-stocked code

131

Entry	Description
N (or space)	Do not create. If it is not on file, return an error.
Y	Create and if it is already on file, return an error.
O	Only create if not already on file. If its not on file, then add the non-stocked code and then create the component. If it is already on file, then just create the component.

Generate non-stocked code

132

This only applies if the parent is quotation-specific.

Description

133

This field cannot be blank if adding a non-stocked component.

Part category

183

Mandatory. Valid entries include:

Entry	Description
B	Bought-out.
M	Made-in.
S	Subcontract.
G	Phantom.

Product class

184

This field cannot be blank if adding a non-stocked component.

Unit of measure

204

This field cannot be blank if adding a non-stocked component.

Mass

214

Defaults to 1 if left blank.

Volume

233

Defaults to zero if left blank.

Maximum decimals

252

Valid entries are in the range 0-3. The default is 3.

Supplier

253

If an entry is made, then the supplier must be on file.

Traceable

268

Only applies to made in, subcontract and phantom parts.

Defaults to N.

Buyer

269

Only applies to bought out items.

If an entry is made, then the buyer must be on file.

Planner

289

Only applies to made in, subcontract and phantom parts.

If an entry is made, then the planner must be on file.

Lead time

309

Only applies to bought out items.

Defaults to 1 if left blank or is invalid.

Dock to stock

319

Defaults to zero if left blank or is invalid.

WIP G/L control

329

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.

Tariff code

364

(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.

Supplementary units

379

(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.

Costing method

380

Mandatory for bought out items.

The Unit cost is only used when creating a non-stocked component.

Entry	Description
U	Unit cost.
P	Purchase price.

Cost

381

Indicates

the purchase price of a bought out item
or
the unit cost of a non-stocked component that is not on file if you enabled the check box to create the non-stocked code. The new non-stocked code is created with the unit cost entered here. For non-stocked components already on file, the values against the non-stocked codes are used. The program does not update the non-stocked file with this unit cost.

Defaults to zero if left blank.

A negative sign can be entered at the start of the field.

Fixed quantity per

398

Defaults to N.

An entry of Y indicates that the quantity per entered is for a fixed quantity per.

Parent per fixed quantity

399

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.

Component type

418

Field type - Alpha

Enter up to 20 alphanumeric characters for the component type.

Reference designator

428

Field type - Alpha

Enter up to 50 alphanumeric characters for the reference designator.

Assembly place

478

Field type - Alpha

Enter up to 50 alphanumeric characters for the assembly place.

Item number

528

Field type - Alpha

Enter up to 50 alphanumeric characters for the item number.

Import File Layout for 6.1

Field	Start position	Field length
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
Reference designator	258	50
Assembly place	308	50
Item number	358	50

Notes and warnings

Restrictions and limits

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

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 eSignature Setup program.

eSignature Transaction	Description
QOT Estimate add component	Controls access to the Add Component function in the following programs: Estimates Quotation Copy to Estimates Quotation Estimate Structure Import
QOT Estimate change component	Controls access to the Change function for Components in the following programs: Estimates Quotation Copy to Estimates Quotation Estimate Structure Import
QOT Estimate delete component	Controls access to the Delete function for Components in the following programs: Estimates Quotation Copy to Estimates Quotation Estimate Structure Import
QOT Estimate add operation	Controls access to the Add Operation function in the following programs: Estimates Quotation Copy to Estimates Quotation Estimate Structure Import Quotation Estimate Routing Import
QOT Estimate delete operation	Controls access to the Delete function for Operations in the following programs: Estimates Quotation Copy to Estimates Quotation Estimate Structure Import Quotation Estimate Routing Import

Activity considerations

Operator access to the following activities within this program can be restricted. You configure this using the Operators 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.

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.

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.
Right-click any form field.

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

Select the Close icon in the right-hand corner of the application help pane.
Confirm that you want to delete the pane.