Use the Import Job Requirements Utility

ClosedImporting the .CSV File

Once an import file has been created using the format provided below, the information can be used to populate the Job Requirements grid of an Order.

System Location: Data Entry > Orders > Orders

  1. In the Navigation Sidebar, click the Data Entry button.Data Entry Button
  2. Open the Orders dropdown menu.
  3. Select 'Orders'.
  4. Edit an existing Order or create a new one.
  5. Open the Line Item Details of a Job in the Line Items grid.
  6. Go to the Job Requirements section.
  7. Click 'Import.'

    Import Button

  8. On the Import BOM screen, click 'Upload BOM.CSV File.'
    • Even though the utility indicates 'Import BOM,' this action does NOT create a Bill Of Materials. Job Details do not contain a true Bill Of Materials; they simply indicate the material requirements needed to make the item being made.
  9. Select the .CSV file that contains the desired information.
  10. Click 'Open.'
    • The utility populates the materials grid with the information from the spreadsheet.
    • See the 'Format' sections below for additional information regarding how this information is displayed.
  11. Verify 'Part Number.'
    • This indicates the Part Number associated with the Job being edited.
  12. Determine whether undefined parts in the grid should be added to JobBOSS2 as parts.
    • Placing a check in 'Permanently Add Part Numbers' causes the utility to add any parts located in the import file to JobBOSS2 as defined parts if they are not already present in addition to being listed as Job Requirements.
      • Parts with a Vendor Code associated are added as Inventory Items (purchased parts.)
      • Parts without a Vendor Code receive a validation message requesting you add one.
    • Leaving 'Permanently Add Part Numbers' blank causes the utility to add the parts in the import file to only the Job Requirements of the job being edited, even if they are not already defined JobBOSS2.
    • Parts already defined JobBOSS2 that are listed as material components in the import file are not affected by the utility regardless of how this setting is configured.
  13. Click 'OK.'
    • The values from the spreadsheet are added to the Job Requirements grid.
    • Existing requirements remain in place and are not overwritten.

ClosedFormat Of Spreadsheet

The following table lists the Field Names (which become the worksheet's column headers), the column used for that field, and associated values for each entry that are found in the spreadsheet used to import the Job Requirements.

  • The import starts on line one (1) of the spreadsheet and automatically places the values in the correct location in the utility grid.
  • The column headers / field names listed below should not be included in the spreadsheet.
Field Name (Row 1) Column Values
Part Number A Required; Cannot be duplicated in spreadsheet
Item Number B Required; Numeric Value; See Below
Alternate Part Number C Not Required
Product Code D Not imported
Vendor Code E Not Required; See Below
Quantity F Cannot be 0 or blank; See Below
Part Weight G Not Required
Part Notes H Not Required
PLACEHOLDER I Not imported; Value must be 1
Description J Not Required
Unit Cost K Required; Can be zero ($0.00)

Item Number: Determines the order in which items are displayed in the Job Requirements grid

Vendor Code: If this is blank, you will be prompted to add a vendor before you can continue.

  • If the listed Vendor does not exist JobBOSS2, the requirements will not display for you until you add a vendor associated with it from the .CSC file to your vendor code table.

Quantity: Required. Tells JobBOSS2 the quantity of the listed part needed to make the associated main part.

  • If this value represents what it takes to make one unit of the part being made, this value needs to be adjusted based on the Quantity Ordered.