Import & Export

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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+.

These are also the fields that you can upload with the Parts file in the System Import. If the field is unchecked here, you will not be able to upload it in the System Import. For more information about importing CSV files in R+, click here.

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.

ON = Users can edit fields in R+ that are being interfaced from your ERP.

OFF = Users cannot edit fields in R+ that are being interfaced from your ERP.

Last, you can use the Compatibility Mode setting to decide how new Locations are established in your ERP system.

ON = R+ will infer new locations from the files uploaded in R+. These locations will be added to the Location list in R+ automatically. Imported data will not error out if you do not already have this location in R+.

OFF = R+ will not infer new locations from files uploaded in R+. You will need to upload new locations into R+ using the Locations CSV file or by creating a new location in the Location list. Imported data could error in R+ if the location in the file is not a pre-set location.

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.

Use this 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.

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.

The Expected Numeric Format is simply a display for the Expected Numeric Format based on the Baseline Formatting Region you entered above.

Rough Cut Capacity Planning

The Rough Cut Capacity Planning settings determine the metrics of various fields in the Resource and Routings files. These files are both required for the RCCP to run. Always ensure that these metrics match the units that you wish to use for each of the below fields in your CSV files. To learn more about the CSV Specifications for the Resource and Routing files, click here.