topic Re: Assign New Item Number on Item Import in Vault Forum

Assign New Item Number on Item Import

Anonymous — Mon, 30 Apr 2018 16:55:39 GMT

Hello,

I have a scenario where we will be creating BOMs using the item master without the use of files. These item master records will drive our ERP system. We have a lot of situations where the Copy Design feature (for files) would be very useful to us if it worked on items as well. I was told by our consultant to use the Item BOM export/import to mimic the Copy Design feature. The issue I'm having now is assigning new item numbers to any assemblies that have changed.

Here's the scenario - I want to copy an assembly, but add/remove some items. The top level item should become a new item number.

I am able to do a CSV export of the item BOM. I make my changes in the CSV file. For new item records I was leaving the item number field blank. My hope was that Vault would auto-number these and create new item records. Vault is not allowing me to import these without putting an item number manually.

Any advice?

Re: Assign New Item Number on Item Import

jhackney1972 — Tue, 01 May 2018 02:07:54 GMT

I hope I am interpreting your question accurately, if not I apologize. I did a screencast showing my process of copying an Item Master and manipulating the contained BOM entries. I use a file generated Item Master but I do not believe that is a factor.

Re: Assign New Item Number on Item Import

Anonymous — Tue, 01 May 2018 12:47:57 GMT

Not exactly. I'm talking about importing an item BOM from a spreadsheet (CSV). I want to Vault to generate new item numbers using the numbering scheme for items that don't have a part number in the Number column.

Right now my workaround is to number all new items something unique (ABC1, ABC2, ABC3) using my initials. Then I sift back through the items and renumber them.

Re: Assign New Item Number on Item Import

bill.schwerin — Tue, 01 May 2018 16:42:01 GMT

I do not think that there is a way to generate numbers on import.

have you tried setting the number to the values that would be generated?

Re: Assign New Item Number on Item Import

Jason.Courtemanche — Fri, 04 May 2018 16:57:30 GMT

Hi @Anonymous,

I'm just checking in to see if you need more help with this. Did the suggestion that @jhackney1972, @bill.schwerin provided work for you?
If so, please click Accept as Solution on the posts that helped you so others in the community can find them easily.

Regards,

Jason

Re: Assign New Item Number on Item Import

Anonymous — Fri, 04 May 2018 17:00:58 GMT

No, I don't think either of these will work. I don't want to manually assign numbers if I've got a numbering sequence that could take care of it. I'll browse through the idea submissions for Vault and see if this request is already out there.

Re: Assign New Item Number on Item Import

Jason.Courtemanche — Fri, 04 May 2018 18:40:04 GMT

Hi @Anonymous,

Thank you for the update, I understand you are looking for an automatic process. Please post a link to the idea station idea request so I can mark it as the solution. This will make it easier for people to find and vote for this feature request.

Regards,

Jason

Re: Assign New Item Number on Item Import

Anonymous — Fri, 04 May 2018 18:44:43 GMT

Here's the ideastation link for "Copy Design on Items". This is the main problem I'm trying to solve. I've been importing/exporting csv files and the workflow is tedious. Being able to autonumber on import would just make the workaround a little easier. If there was a copy design for items, I wouldn't need this improvement to the workaround.

https://forums.autodesk.com/t5/vault-ideas/copy-design-on-items/idi-p/3513150

Thanks