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BOM Import Scenario

  • 5 January 2024
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Working an import scenario for BOM details which include both header BOM information and materials on the BOM within the same Excel. The Excel file is set up which row type 0 including header information and row type 4-8 including the materials on the BOM. 

 

 

How do I set up the import scenario so I populate the header level information (for example the BOM description) based on information sitting within the row for TYP = 0. 

 

I’ve tried some IF statements but not achieving what I need.

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Best answer by Laura02 5 January 2024, 20:08

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Laura02
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Hello,

I noticed some prior posts related to import scenarios for BOM’s (1st one has attached XML’s).  Have you already checked these out?

 

https://community.acumatica.com/manufacturing%2D89/bom%2Dimport%2Dwith%2Dmulti%2Dlevel%2Dtemplate%2Dneeded%2D5050

 

https://community.acumatica.com/import%2Dand%2Dexport%2Dscenarios%2D117/import%2Dscenario%2Dto%2Dload%2Dbom%2Dnotes%2Ddoes%2Dnot%2Dwork%2D11720

Laura

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
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Thanks @Laura02 .

 

A quick read through that answered my question - here it is in case others have the same question:

 

You must have the header level information present in every row - in my example the Project Name field which represents the BOM description must be present in every row in your Excel/SQL.

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