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Home > Knowledgebase > Cim200 > Bill of Materials > Utilities > Import/Export > Bill of Materials Import

Bill of Materials Import

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Use the Cim200 BOM Import screen to import multiple new Bill of Materials records from Excel.

It can also be used to update multiple existing Bill of Materials records.

The import file must be prepared in Excel file format – i.e. .xlsx or .xls.

This allows you to prepare the full import in one workbook, with multiple worksheets, avoiding the need to create multiple .csv files and combine them into .xml file such as the standard Sage 200 Bill of Materials import routine requires.

Note: When importing updates to Bills of Materials that already exist, all of their Components and operations will be deleted and repopulated from the import file. Therefore it is important not to change or remove any details on subsidiary worksheets unless you actually want to change or remove them.

Note: If no Operations are required on imported BOMs, the ‘Operations’ and ‘Operation Resources’ worksheets can be deleted from the import file.

Note: To avoid issues when importing, do not add or remove any columns or amend their headings in row 1.

How to Import

Open: Bill of Materials > Utilities > Maintenance > Cim200 BOM Import

  • Tick the option to Change ‘Component’ items to ‘Built’ where needed if the item is currently has BOM Item Type set to ‘Component’.  This setting must be switched before Sage allows a Bill of Materials to be setup for the item, so ticking this option switches the item’s BOM Item Type to ‘Built’ as part of the import.  This can be achieved even if the item has stock or open Sales or Purchase Orders.
  • Click on the Browse button to browse for the import file.
  • Selecting the file prompts validation of the data to check for any issues with the import.
  • After validation, if any issues are encountered an error screen will give details of each issue.  These should all be rectified before attempting another import.
  • If any issues are found during validation, no imports or changes are made, so there must be no validation issues before the import can be performed.
  •  If no issues are found during validation, a message ‘Data passed validation, ready for import…’ is shown.
  • Click Import to complete the import.

 

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