Using the Excel-to-Component-Interface Utility

You can load item data into the Item Loader staging tables using a customized spreadsheet. This functionality enables you to import data from a legacy system to a PeopleSoft system during the conversion process.

This diagram shows the process of loading item data from a spreadsheet. Each step is discussed following the diagram:

Master Item Load Component Interface process

 Master Item Load Component Interface process

This process is divided into five steps:

  1. Creating the spreadsheet.

  2. Using the XML link.

  3. Running the component interface.

  4. Reviewing the item staging tables.

  5. Running the Item Loader process.

Creating the Spreadsheet

The spreadsheet enables you to create a template of the fields that you will enter and specify the component interface that will be used. The data in the spreadsheet is merged with any default values. You then run a provided macro by using an XML link.

Purchasing item attributes are added to the master item spreadsheet, not the item supplier spreadsheet. Purchasing item attributes must be defined for an item before you add the item supplier data.

Using the XML Link

The XML link is a generic link that you use to enable the spreadsheet macro to communicate with the PeopleSoft component interface by using the Add mode.

Running the Component Interface

Two component interfaces are available that you can use to load item data:

  • The first component interface, IN_MST_ITM_XLS, enables you to define new items.

    If an item ID exists in the master item table, then the Item Loader process will reject this data. If an item ID is not provided, a new ID will be assigned. This component interface uses the same function as the item subscription to insert data into the staging tables. The component interface works only with those fields that are managed by the message. The records that are exposed during this component interface are:

    • ITEM_MFG_CVW

    • INV_ITM_UPN_CVW

    • ITEM_CAT_CVW

    • BU_ITM_INV_CVW (BU_ITM_WTVL_CVW and EN_REVISION_CVW)

    • INV_ITM_CVW

    • ITM_UOM_CVW

    • MASTER_ITEM_CVW

    • PUR_ITM_ATR_CVW

  • The second component interface, IN_VND_ITM_XLS, enables you to define new supplier item data for existing items.

    You can provide SetID and INV_ITEM_ID or SetID and MFG_ID and MFG_ITEM_ID to identify the existing items. If the system does not find master item or purchasing item data, then the records are rejected by the component interface and are not added to the staging tables. The records that are exposed during this component interface are:

    • MASTER_ITEM_CVW

    • ITM_VND_CVW

    • ITM_VND_LOC_CVW

    • ITM_VND_UOM_CVW

    • ITM_VND_UMP_CVW

You cannot use both component interfaces to make changes to item data that exists in master data tables. You should make changes by using the Data Definition Maintenance component.

The Item Loader process performs the majority of the editing for errors; therefore, most errors are not returned to the spreadsheet by the component interface. You should review errors by using the Data Definition Maintenance component.

Note: If supplier item data is required, you must load IN_MST_ITM_XLS to add new item data before you load IN_VND_ITM_XLS.

Reviewing the Item Staging Tables

The component interface populates the staging tables.

Running the Item Loader Process

The Item Loader process picks up the data from the item staging tables, edits that data, and populates the Item Master data tables with the valid data. Editing for errors should be performed using the Data Definition Maintenance option.

Using a Configurable Item Template

You can use configurable item templates with this component interface. For more details, see the "Using Configurable Item Templates to Create Items" topic of this product documentation .