Scenario
User wants to create and associate BOM and BOM Revision records to Assembly Item record via CSV import.
Solution
I. CSV Import – Bill of Materials (BOM)
1. Setup > Import/Export > Import CSV Records
2. Set the following:
– Import Type = Supply Chain
– Record Type = Bill of Materials
3. Select the CSV file.
4. Click Next.
5. Import Options, set to Add.
6. Click Next.
7. Follow the field mapping below:
*External Id <-> Bill of Materials : ExternalId
*Name <-> Bill of Materials : Name (Req)
8. Click Next.
9. Set Import Map Name
10. Click Save and Run
II. CSV Import – Bill of Materials Revision
1. Setup > Import/Export > Import CSV Records
2. Set the following:
– Import Type = Supply Chain
– Record Type = Bill of Materials Revision
3. Select the CSV file.
4. Click Next.
5. Import Options, set to Add.
6. Click Next.
7. Follow the field mapping below:
*External Id <-> Bill of Materials Revision : ExternalId
*Name <-> Bill of Materials Revision : Name (Req)
*Bill of Materials <-> Bill of Materials Revision : Bill Of Materials (Req)
*Component 1 <-> Bill of Materials Revision Components 1 : Item (Req)
*Quantity 1 <-> Bill of Materials Revision Components 1 : BOM Quantity
Note: Click on + ‘Bill of Materials Revision Components to add more components.
8. Click Next.
9. Set Import Map Name
10. Click Save and Run
III. CSV Import – Update Assembly Item to associate BOM
1. Setup > Import/Export > Import CSV Records
2. Set the following:
– Import Type = Items
– Record Type = Assembly/BOM Item
3. Select the CSV file.
4. Click Next.
5. Import Options, set to Update.
6. Click Next.
7. Follow the field mapping below:
*Assembly Internal Id <-> Item : Internal ID
*Bill of Materials <-> Item Bills of Materials 1 : Bill of Materials
*Default for Location <-> Item Bill of Materials 1 : Default for Location
*Master Default <-> Item Bill of Materials 1 : Master Default
8. Click Next.
9. Set Import Map Name
10. Click Save and Run