How You Import Process Work Orders

Work order import is a method of creating and updating work orders through the user interface. You can use the cloud import framework to import the work order using spreadsheets. You can also provide the descriptive flexfields information during the work order import.

To import work orders using the cloud import framework, you can download and use the ProcessWorkOrderTemplate.xlsm template. The .xlsm template organizes the work order information in the following tabs:

  • Instructions and CSV Generation: The procedure to import work orders using the .xlsm template.

  • Import Batch: The batch identifies the group of work orders that are being imported.

  • Work Order Headers: The work order header information is identified uniquely by a header number within a batch. You can import work orders across plants within a batch.

  • Work Order Operations: You can optionally specify work order operation information against the batch code and header number.

  • Work Order Operation Resources: You can optionally specify work order operation resources information against the batch code, header number, and operation sequence.

  • Work Order Operation Resource Instances: You can optionally specify work order operation resource instance information against the batch code, header number, and operation sequence.

  • Work Order Serial Numbers: You can optionally specify product serial information against the batch code and header number for serial-tracked work orders.

  • Work Order Operation Resource Instances: You can optionally specify work order operation resource instances information against the batch code, header number, and operation sequence.

  • Work Order Operation Materials: You can optionally specify work order operation item information against the batch code, header number, and operation sequence.

  • Work Order Operation Outputs: You can optionally specify work order operation output information against the batch code, header number, and operation sequence.