Bill Of Materials Data Import Process
1.
Open
Dynamics Ax IDE
2.
Select
the Company
3.
Go
to Administration module
4.
Under
Periodic menu, click and expand Data Export/Import
5.
Click and expand Excel Spreadsheets
6.
Click
Template Wizard
7.
In the Microsoft Excel Template Wizard
click Next
8.
In
the Filename textbox, create a new
excel file BOM Import Demo in the
required position
9.
Click Next
10.
Select
Show All Tables button
11. Select table BOM from the Available
Objects box
12. Click the arrow symbol to add the table
to the Selected Objects Box
13. Similarly add BOM Table and BOM Version
tables to the Selected Objects Box
14.
Click Next
15.
Click Next
16.
Click and expand the tables to see the mandatory
fields marked in red
17.
Also,
here required fields for import can be selected
18.
Click Next
19.
Make
sure the Create Import Definition Group checkbox
is checked
20.
Click Next
21.
Click Next
22.
Click Finish
23.
The
import template BOM Import Demo is
created with the three tables BOM, BOM Table and BOM Version as three sheets
in the excel.
24.
Shaded
columns indicate mandatory fields.
25.
Place
the cursor on the column header to view a short note about the field
26.
In
the BOM sheet , add values for
fields:
a.
Line
No
b.
Line
Type
c.
Consumption
is
d.
Item
Number
e.
Quantity
f.
Calculation
g.
Rounding-up
h.
Unit
i.
BOM
j.
Formula
k.
Dimension
No.
27.
In
the BOM Table sheet , add values for
fields:
a.
BOM
b.
Name
c.
Item
group
d.
Approved
e.
Site
28.
All
the BOMs listed in BOM field of the BOM sheet should be given in BOM field of BOM Table sheet without duplication
29.
In
the BOM Version sheet , add values
for fields:
a.
Item
Number
b.
BOM
c.
Name
d.
Active
e.
Approved
f.
Approved
by
g.
Dimension
No
30.
All
the BOMs listed in BOM field of the BOM sheet should be given in BOM field of BOM Version sheet without duplication
31.
Save
the excel sheet BOM Import Demo and
close it
32.
In
Administration module> Periodic> Data Export/Import >click Definition
Groups
33.
The
new definition group is created for the BOM upload
34.
Select
the definition group and Click Table
Setup Button
35.
Click Preview
tab to view the first row of values in the BOM sheet of the excel
36.
If
any value is not shown here , then correct it in the excel sheet
37.
Similarly
, check preview of the other two tables
38.
Click
save and close
39.
Click
Import Button
40.
In
the Filename textbox, select the BOM Import Demo excel from the saved
path
41.
Click
Open
42.
Click
OK
43.
Go
to Inventory management>Common forms> Bill of materials
44.
Search
for the BOM uploaded and view the details.
45.
Now
the data import is completed.
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