How do I import items into Production Scheduling?

Article code: PSHDA01
Tags: Import, Items, Set Up

To customize Production Scheduling to fit your workflow, you will need to have items available. There are two methods to import items into Production Scheduling:

1. Manually entering individual items
2. Importing items in bulk by using a CSV file

Click here for the item import CSV template.

To learn how to format data in the CSV file, see How do I format item data in the CSV import template?

Importing individual items by manually entering them:

1. Click Manage data in the navigation bar
2. Select Imports
3. Select Import items
4. In the table, please complete each column. Columns with an asterisk (*) are labeled as required.
   Note: For the “Production rate depends on number of people” column, please select the check box to indicate true, if the rate of production of the item is affected by the quantity of people working at the work center. By default, the check box will be deselected, indicating false, the rate of production of the item is not affected by the quantity of people working at the work center. 
5. Select Clear data if you want to remove all data that you have entered in the table 
6. Select Continue and then Yes to import items into Production Scheduling

You have manually entered items. The Current item count and Last imported timestamp will automatically update to reflect these changes.

Importing items in bulk by using a CSV file:

1. Click Manage data in the navigation bar
2. Select Imports
3. Select Import items
4. Select Upload data from file
5. Click Choose File in the pop-up window
6. Locate the CSV file that contains your item data
7. Confirm the first row in the file contains the column headers by selecting Yes
8. Confirm each column header matches with a field in Production Scheduling (example: the Code column should match up with the Code field)
   1. 1. Select Confirm mapping when the column header matches with a field in Production Scheduling
      2. Use the drop-down list to select another field when the column header does not match with a field in Production Scheduling
      3. Select Ignore this column when you don’t want to include data from this column
9. Click Review
10. Select Continue and then Yes to import items into Production Scheduling
11. Click Import  

Best Practice Tip!

It is good practice to frequently import data into Production Scheduling, especially when there are changes to items and work orders. By working with the latest available data, you can create an accurate and realistic production schedule. Doing this can make it easier for your facility to quickly react and adapt to rapid changes in labor and production.

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 Related HelpDesk Articles:

• How often should I import data to Production Scheduling?
• What is the work orders list in Production Scheduling?
• What is the schedule in Production Scheduling?