Replacing the Bill of Materials Sublist with the CSV File

You can replace the contents of a sublist with the contents from the CSV file. This example describes how to replace the Bill of Materials (BOM) with the contents of the CSV file, which has multiple rows (rather than columns) for each line in the BOM.

Note:

You can only replace values in a sublist. You cannot delete sublist items.

To replace the values in a sublist:

  1. Prepare two CSV files:

    1. File #1 has the internal IDs of the assembly items whose BOMs you want to overwrite. This file has one column, and one row for each internal ID.

    2. File #2 contains the BOM members. The file has one row for each member of the BOM, for each assembly item. There are multiple rows for the same assembly item. The first column must be the internal ID of the assembly item, and it must match the internal ID in column one of file #1. The second column contains the internal ID of the BOM member, and the third column contains the quantity.

  2. Begin the CSV import, selecting an import type of Items and a record type of Assembly/BOM Item.

  3. Click Multiple Files to Upload.

  4. For Primary File – Items, select the first file you prepared.

  5. For Linked File (Optional) – Item Members, select the second file you prepared.

  6. In the Data Handling field, click Update.

  7. On the Advanced Options menu, check the Overwrite Sublists box.

  8. Map the internal ID of the assembly item (column 1) in file #1 to Internal ID on the right-hand side of the Mapping page in the first section that has the Item header.

  9. At the bottom of the mapping list, expand Item Members 1.

  10. Map Item Members 1:Item to BOM component, which is column two in your second file, and map Item Members 2:Quantity to Qty, which is column three in your second file.

  11. Click Save & Run.

The existing Bill of Materials is replaced with the new Bill of Materials that you provided in your second CSV file.

File Examples

This is an example of File#1.

Internal ID

6001

6002

6003

6004

This is an example of File #2.

Internal ID Assembly Item

Internal ID BOM Member

Quantity

6001

9001

1

6001

9002

2

6001

9003

3

6002

9003

6

6002

9004

5

6002

9002

2

6003

9005

4

6003

9006

3

6003

9002

1

6004

9001

5

6004

9004

6

6004

9003

2

Related Topics

General Notices