Consumption history import

How to import a consumption history

Procedure:

1. Get in Master data > Import > Consumption history;
2. Click on import_consumption_history_template.xlsx to download the Excel file where you can enter the consumption data;
3. Open the Excel file import_consumption_history_template.xlsx: the tab Instructions shows a brief guide on how to file the document;
4. Fill in the data in the tab Consumption History (see the guide below);
5. Save the Excel file (keeping the name import_consumption_history_template.xlsx is not mandatory);
6. Go back to KanbanBOX in Master data > Import > Consumption history;
7. Click on Choose file in the field Excel file for Consumption History;
8. Search and select the file saved in point 5;
9. Click on Open: the file be uploaded in the form;

10. Click on Consumption history import (add or replace): a new page will appear showing the data. Pay particular attention to the columns Errors and Action:

    Field	Description
    Errors	If the import causes an error, the data row is placed at the top of the imported consumption histories and will not be imported to the system. It is possible to know the reason for the error in this column.
    Action	Add new: a new consumption history is added. Update: if the part number already has a consumption history associated with that date, it is updated with the new one. Discard: if there is an error, the row can be discarded, meaning that it will not be uploaded.

11. Click on Import data in KanbanBOX to complete the import process. If you need to go back, just click on Cancel import;

12. To see the imported data, click on Master data > Consumption history: a table will appear showing all the imported consumption data.

How to file the consumption history template

Attention:

• the component must be already present in the Master data section, otherwise the import will generate an error;
• the unit of measurement is not necessary;
• each component can have a single consumption history at a time, meaning that importing another consumption history is going to overwrite the one that is already present for that component;
• we assume that the consumption dates are in accordance with the timezone specified for the license.