User must first download a blank template and enter the BOM information into the template. 
 


The system will look at the item number and description to determine whether it is a different part. If the item number and description match, the shaded parts do not have to be populated. The information from the previous lines will be used when creating the BOM import.

If the assynum, assyrev, and assydesc fields are all blank on the first line item, the system will use the filename as the assembly number. For further detail, see Article 5490.

Once the template has been completed with all the BOM information, save the file. 

Log in to manexCloud and select "Product Data Management."

Select "Import," and the following screen will be displayed:  

Enter the filename in the field or click the "Browse" button to locate the file to import.

Click the "Upload" button. 

 
If the user attemps to create a new import for an assembly and revision that already exist, the following message will be displayed: 
 


This is to prevent users from accidentally working on multiple versions of the same record and wondering why their changes aren't being saved. Instead, the user is automatically redirected to the existing active import. Once the BOM is transferred, a new import can be started for the same BOM, or the part number or revision number can be changed in order for it to be treated as a new import. Another option is to delete the current active record and start fresh. 

NOTE: An import in process does not exist in the desktop. You must first transfer it in order to see the parts and changes. The "Existing Active Import" is an import you can finish and transfer in order to see it in the desktop.

After pressing "Upload," a validation process will begin. If the system finds errors, these fields will be shaded in Red, indicating that the fields have missing or incorrect information.   

Click on an item and all the detail for that item will be displayed. The user may make changes/corrections to any of the part information, ref desg, manufacturer, manufacturer part numbers, and material types. A field shaded in Red indicates that information is incorrect or missing and must be corrected before the import process can take place. 

 

The data to the right on the part information screen that is light gray is what was imported from the template.    

The class and type will have a pull down to select from. 


Clicking on the magnifying glass to the right of the part number will do a search to locate any existing parts that are similar to the one entered.


Note: If Inventory part numbering is set to "manual," the user will have the option to enter a part number in the "Part Num" field or use an existing part number. If the user does not wish to use an existing part number, they must select "NEW" and enter the part number they wish to use. 


If Inventory part numbering is set to "auto," the user must select an existing part number or have "NEW" in this field, and a part number will be assigned to this part upon import. 


User may add Reference Designators by clicking on the (+). The number of Ref Desg needed for this part will be displayed in (). To remove an existing reference designator click on the delete icon (trash can) to the right of the desg you want to remove. Click on "Undo" to restore the reference designator you removed. 


You need to save changes before you can add additional reference designators if you do not Undo any of the ones you deleted. If a user adds more ref desg than required at time of upload, it will only use the number of ref desg required starting from the top of the list down.

 

To add a new manufacturer, depress the + icon on the right and new fields will be displayed in green


Enter Mfgr, Mfgr PN, and select a new MatlType or leave the default (Unk). Once all the changes have bee completed and there are no more fields shaded in RED, click "Save & Exit," "Cancel," or "Delete."  


If the user changes the manufacturer or manufacturer part number and hovers over that field, the Mfgr or Mfgr PN originally uploaded will be displayed in gray and the new Mfgr or Mfgr PN will be displayed in black and will be bordered in RED on three sides as displayed below. 


Select the "validate" button to validate all changes. 


Once all the data is correct, user then may click "Import Parts" to load the BOM into the system.



If the BOM has already been loaded, the user will receive a message giving the user the option to reimport this BOM.  


If the user is trying to import parts with errors, a message will be displayed giving the user the option to continue with errors or cancel import.


Once the BOM has been loaded, the header will turn from white to gray.