Excel Import (Raw Material) dialog

For further information on the settings of the Excel import dialog, see chapters:

Settings

Mapping Administration

Comparison Criteria

Unless specified otherwise during FACTON configuration, the "Material ID" is used as a comparison characteristic for raw materials.

Supported link types

The raw materials import does not currently support links.

Import groups

The specification of an import group for raw materials is optional.

Special features of imports

When importing raw materials one or more price rows may be imported into FACTON for each raw material. Assigning multiple prices to one raw material is structured in the Excel workbook in much the same way as the master data link import. Here, too, the raw material row must appear in the Excel workbook multiple times. While all comparison characteristics and other raw materials information remain unchanged, the fields with information on prices, origins and validities contain the respective information for the individual price rows.

Once a raw material has been found and updated or created, the import begins searching for existing price rows. Prices are searched and identified based on the price key fields. If a price row is found, all corresponding price, quantity and unit data is updated. Otherwise, a new price row with the given validities is created. For empty validity fields the import uses either January 1 or December 31 of the current year.

The "Origins" field comprises the "Origin number" and "Type". The origin number can contain a value or it can remain empty. The "none" text is treated as an empty value. The origin type has different versions (FACTON types), which must be assigned to the values in the Excel document.

For more information, see Assign Object Types.

The "Price" field contains the "Unit" field and the "Value" field. The unit is a combination of currency and weight unit, e.g. EUR/kg

Figure: Excel Import (Raw Material) dialog, Mapping Raw Materials

Figure: Excel Import (Raw Material) dialog, Mapping Prices of Raw Materials

Logs

Further Information