Import/Export File Formats
Part File Formats
Files may be named anything. For each of the data sets below, the column names in BOLD are identifying fields, and must be present to correctly identify the record type of the CSV file.
Bill of Material
A Bill of Material creates relationships between Parts in a parent/child manner. This import requires and references two existing parts in each record.
Column Name
Type
Max Length
Required
Values
PartNumber
text
50
Yes
Must match a valid Part Number, Revision and Location in the parts data
Revision
text
10
No
Location
text
32
No
ChildPartNumber
text
50
Yes
Must match a valid Part Number, Revision and Location in the parts data
ChildRevision
text
10
No
ChildLocation
text
20
No
Quantity
decimal
18.5
Yes
> 0
Buffer Profile
Buffer Profiles are referenced by Parts and used for replenishment calculations.
Column Name
Type
Max Length
Required
Values
Description
text
250
No
RedZoneBase
integer
Yes
0 to 1000
RedOrderCycle
decimal
18.5
Yes
0 to 365
RedSafetyZone
integer
Yes
0 to 1000
YellowZoneBase
integer
Yes
0 to 1000
YellowOrderCycle
decimal
18.5
Yes
0 to 100
GreenZoneBase
integer
Yes
0 to 1000
GreenOrderCycle
decimal
18.5
Yes
0 to 100
GreenCalcMode
integer
Yes
0 = OrderCycle
1 = MoQ
2 = UseOverLeadTime
InventoryAlertLevel
integer
Yes
0 to 100
OrderSpikeAlertLevel
integer
No
0 to 100 (defaults to 0)
OrderSpikeHorizon
decimal
4.2
No
0 to 5 (defaults to 0)
Name
text
50
Yes
Cannot be one of the reserved Inventory Method names: “NB”, “Replenished”, “MM”, “RO”, “LTM”
Location
text
32
No
Cycle Day Adjustment Factor
Cycle Day Adjustment Factors are referenced by Parts and used for replenishment calculations.
Column Name
Type
Max Length
Required
Values
Name
text
50
Yes
Location
text
32
Yes
StartDate
date
Yes
EndDate
date
Yes
DaysCoverage
decimal
4.1
Yes
> 0 (Unless UnitsCoverage is specified)
UnitsCoverage
decimal
18.5
No
>= 0 (If specified this value will take precedence over DaysCoverage)
ZoneType
text
No
YellowZone
RedZone
Part
A Part is a basic element of replenishment and rough cut capacity scheduling.
Column Name
Type
Max Length
Required
Values
PartNumber
text
50
Yes
The combination of PartNumber, Revision, and Location must be unique.
Revision
text
10
No
Location
text
32
No
Description
text
250
No
UnitOfMeasure
text
20
No
PartType
integer
Yes
1 = Buy
2 = Make
3 = Distributed
InventoryPlanning
text
10
No
Valid Buffer Profile from the Buffer Profile record for the matching Location. Or
RO = Replenishment Override
MM = Min/Max
NB = Non-Buffered
LTM = Lead Time Managed
FixedLeadTime
integer
No
0 to 1095
GoodsReceiptTime
integer
No
0 to 1095
AverageDailyUsage
decimal
18.5
No
>= 0
ForecastedDailyUsage
decimal
18.5
No
>= 0
OrderCycle
integer
No
>= 0
OrderMinimumQty
decimal
18.5
No
>= 0
OrderMaximumQty
decimal
18.5
No
>= 0 (and if > 0, must be > OrderMinimumQty)
OrderMultipleQty
decimal
18.5
No
>= 0 (and, if > 0 and OrderMinimumQty is > 0 and are not evenly divisible, then OrderMultipleQty will be set to 0)
CycleDayAdjustmentFactors
text
1024
No
If specified for Replenished, RO or MM must match the Name and Location of a CycleDayAdjustmentFactor record. Multiple values can be entered, separated by comma.
PlannedAdjustmentFactor
text
50
No
If specified for Replenished, RO or MM must match the Name and Location of a PlannedAdjustmentFactor record.
PlannerCode
text
25
No
PlanningCalendar
text
tbd
No
Name of valid planning calendar
MaterialType
text
50
No
RawMaterialsCost
decimal
18.5
No
>= 0
OutSourceCost
decimal
18.5
No
>= 0
Vendor
text
100
No
VendorIdentifier
text
100
No
UserDefined1
text
400
No
UserDefined2
text
400
No
UserDefined3
text
400
No
UserDefined4
text
400
No
UserDefined5
text
400
No
UserDefined6
text
400
No
UserDefined7
text
400
No
UserDefined8
text
400
No
DecoupledLeadTime
boolean
No
0 or 1, True or False
DailyUsageType
Text
10
No
0 or ADU = AverageDailyUsage
1 or FDU = ForecastedDailyUsage
2 or Blend = Blended Daily Usage
Notes
text
32767
No
AlertHorizon
integer
No
AutoApproveRecommendedOrders
boolean
No
0 or 1, True or False
Part Buffer Sizing
Part Buffer Sizing can be applied to existing Parts that are buffered manually, like Replenishment Override or Min/Max.
Column Name
Type
Max Length
Required
Values
PartNumber
text
50
Yes
Must match a valid Part Number, Revision and Location in the parts data
Revision
text
10
No
Location
text
32
No
TopOfGreen
decimal
18.5
Yes
>= 0
TopOfYellow
decimal
18.5
No
>= 0 (defaults to 0)
TopOfRed
decimal
18.5
No
>= 0 (defaults to 0)
Part Inventory
This import relates an inventory value to existing Parts.
Column Name
Type
Max Length
Required
Values
PartNumber
text
50
Yes
Must match a valid Part Number, Revision and Location in the parts data
Revision
text
10
No
Location
text
32
No
OnHandInventory
decimal
18.5
Yes
>= 0
IssuedInventory
decimal
18.5
No
>= 0 (defaults to 0)
Date
date
No
Part Unit of Measure
Part Unit of Measures are referenced by Parts.
Column Name
Type
Max Length
Required
Values
PartNumber
text
50
Yes
Must match a valid Part Number, Revision and Location in the parts data
Revision
text
10
No
Location
text
32
No
FromQuantity
decimal
18.5
Yes
The Units as specified in incoming/outgoing Supply files.
>= 0
FromUnit
text
20
Yes
The Units as used in the rest of R+ (Parts, Buffer Profiles, Demand, etc.)
ToQuantity
decimal
Yes
The Units as specified in incoming/outgoing Supply files.
>= 0 (defaults to 0)
ToUnit
text
20
Yes
The Units as used in the rest of R+ (Parts, Buffer Profiles, Demand, etc.)
ToRoundingDigits
integer
No
Number of decimals places to round after conversion.
Default = 5
Planned Adjustment Factor
Planned Adjustment Factors are referenced by Parts and used for replenishment calculations.
Column Name
Type
Max Length
Required
Values
Description
text
250
No
Jan
integer
Yes
0 to 500
Feb
integer
Yes
0 to 500
Mar
integer
Yes
0 to 500
Apr
integer
Yes
0 to 500
May
integer
Yes
0 to 500
Jun
integer
Yes
0 to 500
Jul
integer
Yes
0 to 500
Aug
integer
Yes
0 to 500
Sep
integer
Yes
0 to 500
Oct
integer
Yes
0 to 500
Nov
integer
Yes
0 to 500
Dec
integer
Yes
0 to 500
Name
text
50
Yes
Location
text
32
No
Planning Calendar
Planning Calendars are referenced by Parts and used for replenishment calculations.
Column Name
Type
Max Length
Required
Values
Name
text
50
Yes
Must be unique
Sunday
boolean
Yes
0 or 1, True or False
Monday
boolean
Yes
0 or 1, True or False
Tuesday
boolean
Yes
0 or 1, True or False
Wednesday
boolean
Yes
0 or 1, True or False
Thursday
boolean
Yes
0 or 1, True or False
Friday
boolean
Yes
0 or 1, True or False
Saturday
boolean
Yes
0 or 1, True or False
Order File Formats
The order file formats all require an existing Part.
Demand Order
Demand Orders refer to existing Parts.
Column Name
Type
Max Length
Required
Values
PartNumber
text
50
Yes
Must match a valid Part Number, Revision and Location in the parts data
Revision
text
10
No
Location
text
32
No
LineItem
text
50
No
DemandType
integer
Yes
0 or SO = Sales Order
1 or WO = Work Order
2 or TO = Transfer Order
3 or PO = Purchase Order
OrderDate
date
Yes
DueDate
date
Yes
Quantity
decimal
18.5
Yes
>= 0
Customer
text
100
No
CustomerIdentifier
text
100
No
Notes
text
250
No
OrderNumber
text
50
Yes
Supply Order
Supply Orders refer to existing Parts.
Column Name
Type
Max Length
Required
Values
PartNumber
text
50
Yes
Must match a valid Part Number, Revision and Location in the parts data
Revision
text
10
No
Location
text
32
No
LinkCode
text
50
No
OrderDate
date
Yes
RequestDate
date
Yes
PromiseDate
date
No
StartDate
date
No
OrderType
integer
Yes
1 or PO = Purchase Order
2 or WO = Work Order
3 or TO = Transfer Order
Quantity
decimal
18.5
Yes
>= 0
QuantityTo
decimal
18.5
No
Priority (Export only, Ignored on import)
integer
No
lower numbers mean higher priority
Note: If using JSON with API, value must be set to 99 (Inactive)
Expedite
integer
No
0 = No Expedite
1 = Expedite
Status (Export only,
Ignored on import)
integer
No
0 = Committed
1 = Exported
2 = Pending
Vendor
text
100
No
VendorIdentifier
text
100
No
Comments
text
250
No
Notes
text
250
No
OrderNumber
text
50
Yes
UnitOfMeasure
text
UnitOfMeasureTo
text
Demand Forecast
Demand Forecasts relate need for a particular Part on a weekly basis; this import requires an existing Part.
Column Name
Type
Max Length
Required
Values
PartNumber
text
50
Yes
Must match a valid Part Number, Revision and Location in the parts data
Revision
text
10
No
Location
text
32
No
WeekBeginning
date
Yes
All dates must fall on the same day of the calendar week.
Value
decimal
18.5
No
>= 0 (defaults to 0)
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