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
ProfileType	integer		No	0 = Custom 1 = Auto
RedCalcMode	text
RedZoneProbabilityFactor	text

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	(This imported value will be used over a calculated version based on global setting)
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	50	No	Name of a 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
Notes	text	32767	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
AlertHorizon	integer		No
AutoApproveRecommendedOrders	boolean		No	0 or 1, True or False
UserDefined9	text	400	No
UserDefined10	text	400	No
UserDefined11	text	400	No
UserDefined12	text	400	No
UserDefined13	text	400	No
UserDefined14	text	400	No
UserDefined15	text	400	No
UserDefined16	text	400	No
DisableAutoProfile	boolean		No
SourceErp	text	100	No
FixedReorderCycle	boolean		No

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 Calendar Exception

Part Calendar Exceptions are referenced by Parts and used to identify non-working calendar days.

Column Name	Type	Max Length	Required	Values
PartCalendarExceptionName	text	50	Yes
Location	text	32	Yes
StartDate	date		Yes
EndDate	date		Yes

Part Inventory

This file 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
SourceErp	text	100	No

Part Packaging

This file identifies specific packaging attributes for a 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
Quantity	decimal	18.5	Yes	The denominator a base quantity is divided by for the conversion ratio to that unit. (a row reading 100, pallets would signify a pallet = 100 base units, and a base unit = 1/100 pallet). > 0
Unit	text	20	Yes	Packaging unit. Must be unique per part. In the event where two or more items with the same Unit exist for a part, only the first one will be used for the specified Unit.
Dimension	text	10	No	0 = Nonstandard 1 = Length 2 = Volume 3 = Mass

Part Part Calendar Exception

This import relates Parts to Part Calendar Exceptions

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
PartCalendarExceptionName	text	50	Yes

Part Transition

This file relates an source part to a target part.

Column Name	Type	Max Length	Required	Values
TargetPartNumber	text	50	Yes	Must match a valid Part Number, Revision and Location in the parts data
TargetPartRevision	text	10	No
TargetPartLocation	text	32	No
SourcePartNumber	text	50	Yes	Must match a valid Part Number, Revision and Location in the parts data
SourcePartRevision	text	10	No
SourcePartLocation	text	32	No
ADULinkMethod	text		Yes	None Additive Replace
NetFlowLink	boolean		Yes
StartDate	date		Yes
EndDate	date		Yes
ConversionRatio	decimal	18.5	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
WeeksOfMonth	text	1024	No	Use text (First, All, Last, etc.) or numbers (-1, 0, 2) separated by commas to indicate which weeks. -1 = Last 0 = All 1 = First 2 = Second 3 = Third 4 = Fourth

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
SourceErp	text	100	No

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	(tbd)
UnitOfMeasureTo	text	(tbd)
OrderReceiptDate	date		No
SourceErp	text	100	No

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)
SourceErp	text	100	No

Demand History

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
DemandDate	date		Yes
Quantity	decimal	18.5	Yes	(can be negative)

Notes on Quantity – As there may be multiple Demand Orders for a particular part for any given day, it is assumed the Quantity of all orders will be aggregated and only the total for the entire day reported in the Quantity field. Note that if a Quantity has already been reported for a particular part for a given day, and a subsequent Quantity is reported in the same Import, or any future import, only the latest Quantity will be retained.

Rough Cut Capacity Formats

The import formats below are used for the Rough Cut Capacity Planning process (a feature of the Advanced Planning Module).

Resource

Resources are the foundation of scheduling and used to build Routing Items.

Column Name	Type	Max Length	Required	Values
Name	text	50	Yes	Name of the Resource.
Location	text	32	No	The name of a valid Location.
Description	text	255	No	An optional description for the Resource.
Type	integer		Yes	An optional Resource Type value, defined below.
Count	integer		Yes	The number of resources, a positive value 1 or greater.
CrewSize	integer		No	Property impacts the run duration at an operation; defaults to 1.
Buffer	text	50	No	An optional value of the buffer manager for the resource; display value only.
SetupTime	integer		No	A setup time included in the run duration at an operation, in either minutes or hours based on a program setting; defaults to 0.
FixedOffset	integer		No	A fixed offset is applied after the run duration at an operation, in either minutes or hours based on a program setting; defaults to 0.
Capacity	integer		Yes	A value in minutes representing the daily capacity for a single resource. Value must be greater than 0 and less than or equal to 60 minutes x 24 hours = 1440.
BufferManager	text		No	(tbd)
ResourceManager	text		No	(tbd)
Category	text	50	No	An optional value indicating which category to which this resource belongs; display value only.
Efficiency	integer		No	Value from 1 to 100 with smaller values increase the run duration at an operation; defaults to 100.

Resource Type

DBR Scheduling supports three types of user-resources and is used in the Resource interface.

Name	Description	Value
Resource	A work center, machine or human resource used to represent an operation.	0
Buffered Resource	A resource that has a time-buffer placed just before it.	1
Constraint	A buffered resource that is also a constraining operation.	2
Special - Completion	A special built-in resource type used for final buffering.	7
Special - Shipping	A special built-in resource type used for final buffering.	8
Special - Release Horizon	A built-in resource type used for a varieity of special scheduling tasks.	9

Routing Item

A series of Routing Items describe the steps through Resources to build a work order for a particular 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	The name of a valid Location.
RunRate	decimal		No	The run rate for the operation. It can represent one of three value: Units per hour, hours per unit, or minutes per unit depending on a program setting.
Resource	text	50	Yes	The name of a valid Resource for the location.
Efficiency	integer		No	An optional value from 1 to 100 with smaller values increase the run duration at an operation; defaults to null. When null, the value from the Resource for the operation is used.
Buffer	integer		No	A buffer value applied before the start of an operation for buffered resources in either minutes or hours based on a program setting; defaults to 0. Value is not applied for any other resource type.
SetupTime	integer		No	A setup time included in the run duration at an operation, in either minutes or hours based on a program setting; defaults to 0.
FixedOffset	integer		No	A fixed offset is applied after the run duration at an operation, in either minutes or hours based on a program setting defaults to 0.
IsPrimaryConstraint	boolean		No	Valid for an operation for a constrained resource, and for a routing that has more than one constrained resource. This value indicates which of the multiple constraints should be primary, i.e. which one gets the buffer. Defaults to false.
OperationSequenceNumber	integer		Yes	A unique integer for a single routing for a part representing the order of the operation.
OperationDescription	text	255	No	An optional description for the operation.

Auto-Schedule Group Set

Auto-Schedule Group Sets allow the grouping of work orders based on a particular Resource.

Column Name	Type	Max Length	Required	Values
AutoGroupName	text	50	Yes	The base name for the group; a value will be appended to this base name for each group generated, creating a unique name for the group.
GroupResource	text	50	Yes	The name of a resource common to the routing of the part specified. Must belong to the same location.
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
SequenceOrder	integer		Yes	A unique number in the named auto group set indicating the order the parts in each grouping.
GroupHorizon	integer		Yes	A number representing the number of days into which groups will be created.