024435: Changes to Stock import tool

1.    Overview

KCSL have edited the stock import tool so that the ‘Define for Site’ stock information can be imported.

2.    Specification

Changes that will be made to the stock import tool:

Make changes to the fields from the stock importer which are:

BUFFER_LEVEL

REORDER_LEVEL

REORDER_PERIOD

MIN_LEVEL

LOCATION

...so that they can handle multiple values in its value, e.g:

MIN_LEVEL

"5, Site1:3, Site2:10"

This will import 5 against the item and it will import 3 against Site1 in Define for site and 10 for Site2 in the define for site

If the field just has a value e.g. 5 it will only update the main stock item information.

If the field only has Site1:3,Site2:10, it will only update the relevant sites information.

3.    Specification Deviations

The import file will need to be in TSV format, not CSV, as the original importer requires TSV format.

The existing fields will not be reused, instead new fields will be added specifically for the site information.

The existing field names/functionality will remain as previously, e.g.:

BUFFER_LEVEL

5

This would set the default buffer level for a stock item.

We will then add a separate new field for each value, e.g.:

BUFFER_LEVEL_SITE

Site1:3, Site2:10

Which will update the buffer levels for the stock item for the sites specified.

4.    Configuration

An updated application will be provided with this functionality. The stock import files will need editing to include the new headers:

• SITE:BUFFER_LEVEL       
• SITE:REORDER_LEVEL    
• SITE:REORDER_PERIOD
• SITE:MIN_LEVEL              
• SITE:LOCATION

Note that ‘reorder level’ refers to the safe level, as is the case with the standard stock import.

5.    Usage

After applying the above Configuration, typical steps for usage would include:

1.       Edit or create an import file to include the new headers. It should include the following:

STOCK_CODE     CONTROLLED     SHORT_DESC     STOCK_TYPE1    STOCK_TYPE2    BUY_PRICE         SELL_PRICE                BUFFER_LEVEL  REORDER_LEVEL               REORDER_PERIOD           MIN_LEVEL         PICKING_LOCATION                SITE:BUFFER_LEVEL        SITE:REORDER_PERIOD

 For the new headers, values should be set in the format Site:Value,Site:Value,Site:Value

1. Note that there are no spaces in this, except for if the site name includes a space.
2. Example:

      Fig. 1.0. – an example of values against various sites.

     

1. If any field names are incorrect, the import will fail and show an error message.
2. If any values are incorrect, the import will skip that field for that stock item but otherwise continue.
3. If any values are left blank, they will not be updated and will remain as they were.
3. Save the file when it is ready.
4. In Khaos Control, go to the stock screen.
5. Go to the Other Actions menu and choose Import Stock Items.

      Fig. 2.0. – the Import Stock Items option found in [ Stock | Other Actions ].

7. Choose your file and click okay.
8. Go to one of the stock items on the file.
9. Go into edit mode.
10. Click ‘Define for Site’ and see that the values here have updated as expected.

Note: it is possible to not include the new headers and use the stock import tool as previously.