Guidelines for Assigning a Preferred Grid Template using CSV Import

The following guidelines are for assigning a Preferred Grid Template to parent and child matrix items using CSV Import.

• Assigning a preferred grid template using CSV Import is optional for parent and child matrix items.

• If a parent matrix item has a preferred grid template, its existing child matrix items inherit the same template.

• A new or existing child matrix item can have a different preferred grid template from its parent matrix item.

• A new child matrix item, which is created after assigning a preferred grid template to its parent matrix item, also inherits its parent’s preferred grid template.

• The CSV file must contain valid grid template IDs in the Preferred Grid Template column.

• When you create a new parent matrix item, you must leave the Preferred Grid Template field blank.

• When you update a parent matrix item and the Preferred Grid Template column in the CSV file is blank, the item inherits its latest preferred grid template. If there's no template assigned to the item, the field becomes blank.

• When you create a new child matrix item and the Preferred Grid Template column in the CSV file is blank, the item inherits its parent’s preferred grid template. If the parent doesn’t have a preferred grid template set, the field becomes blank.

• You can assign a preferred grid template to the following matrix item types:

  • Assembly/Bill of Materials

    • Lot Numbered

    • Serialized

  • Inventory Items

    • Lot Numbered

    • Serialized

To see the procedure of assigning a preferred grid template using CSV Import, see Assigning a Preferred Grid Template Using CSV Import.

Related Topics

• Assigning a Preferred Grid Template
• Assigning a Preferred Grid Template Using the Item Record

General Notices