How do I format item data in the CSV import template?

Article code: PSHDA09
Tags: Import, Items, Set Up, CSV, Data format

Preparing the import files 

To customize Production Scheduling to fit your workflow, you will need to have items available. The items entered are used to schedule production work orders in Production Scheduling.

Click here for the item import template.

To learn more, see How do I import items into Production Scheduling?

Understanding each column in the items import template

Field Name	Required or Optional	Description
Code	Required	The item SKU/name. This appears as “Item Code” on the work order and work block.
Default Unit of Measure	Required	The unit of measure that the item will use by default. This appears as “Unit of Measure” on the work order.
Standard Units Per Hour	Required	The quantity of the item that can be produced in an hour. This appears as “Base Production Rate” on the work order in the sidebar and “Work Center Production Rate” on the work block.
Personnel	Required	The minimum quantity of people required to produce the standard units per hour. This appears as “Standard Labor” on the work order and work block.
Production rate depends on number of people	Optional	This field is most relevant when the item is produced by people labor. This is the indication of whether or not the item production rate is affected by labor (example: 4 people can produce at double the rate of 2 people).  Enter “TRUE” if the rate of production of the item is affected by the quantity of people working at the work center. Enter “FALSE” if the rate of production of the item is not affected by the quantity of people working at the work center.  This will appear as “Production rate depends on labor” on the work order and work block.
Description	Required	A description of the item.This appears as “Item Description” on the work order and work block.
Performance	Optional	The average percentage of time that workers or machines are actively producing this item at a work center. This field will be used to calculate a more accurate expected production rate of the item. By default, performance is set to 100%. Enter a value from 0 to 1.0 in the column of the CSV file, where 1.0 refers to 100%.   This appears as “Performance” on the work order and work block.
Primary Preferred Line Type	Optional	This refers to the main type of production process or equipment that is used to produce the item. For example, if an item needs a machine to blend material together, then the item can have “blender” as the line type preference. The primary line type preference appears as a label on the work order and work block.
Secondary Preferred Line Type	Optional	This refers to another type of production process or equipment that is sometimes used to produce the item. For example, when items can be produced by using a blending machine or manual labor, then the item can have “manual” as the secondary line type preference.  The secondary line type preference appears as a label on the work order and work block.

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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?