Import & Export

Externally Managed Import Fields (System Import)

This setting is crucial to ensuring data stability in R+. You will select each of the fields that will be allowed to be imported in R+ via an interface or a one-time import. You will also determine if these importable fields will be allowed to be edited by users with the Editor permission in R+.

The Part Fields Enabled for Updates dropdown displays how many fields are allowed to be imported into R+. When you click the dropdown, you can choose to select more or less fields. Parts with a checkmark next to them are fields that are brought over to R+ via the interface. You will need to edit these fields in your ERP as that is where this data is stored. Any unchecked field is stored in R+.

The following part fields are enabled for updates:

• FixedLeadTime

• GoodsReceiptTime

• MaterialType

• OrderCycle

• OrderMaximumQty

• OrderMinimumQty

• OrderMultipleQty

• PlannerCode

• UserDefined1

• UserDefined2

• UserDefined3

• UserDefined4

• UserDefined5

• UserDefined6

• UserDefined7

• UserDefined9

• UserDefined10

• UserDefined11

• UserDefined12

• UserDefined13

• UserDefined14

Pentair has the ability to enable any of the other available data points within the dropdown shown in the above screenshot if Part master data needs to be updated via .CSV upload.

"Allow Part Editor to modify externally managed fields" is a setting that lets you limit the ability of your users to edit the fields that are being brought over from your ERP. We have disabled this setting so users cannot currently edit fields in R+ that are being interfaced from SAP. This ensures SAP is the system of record for part data.

CSV Configuration

These settings determine the CSV file format for all files being imported in and exported out of R+. All files imported in via the interface from your ERP will need to have this format or the interface will fail.

Depending on where you are in the world, your CSV format could look different than somewhere else. The "Baseline Formatting Region" will select the recognized language for the CSV upload, determine the format for all numerals in R+, and well as set the rest of the R+ CSV settings to the standards for this region. Pentair's Delevan plant is located within the United States so this setting was configured with the "English (United States)" option within the dropdown menu.

Use the "Date Format" setting to select the correct date format for your uploads. This should preferably match the date format you typically export out of your ERP system. It was determined that the (m/d/yyyy) date format matches what is sent out of SAP.

The Delimiter is the separator of each field of data in each of your CSV uploads. Delimiters often vary by region of the world, so be sure to select the delimiter that will match the files your typically export out of your ERP system. Pentair uses commas within their CSV uploads as a delimiter.

Pentair uses commas as separators between digits and decimals for fractional numbers. This setting is not configurable, but is instead based on the Baseline Formatting Region you entered above.