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Import of Kanban Loops

What is the import of Kanban loops?

Through the form Import Kanban Loops, a large number of loops can be imported massively into the Active Kanban loops table.

A kanban loop is a flow of cards characterized by:

  • one part number;
  • one supplier;
  • one customer.

How to import new kanban loops

Procedure:

  1. Link on Master data > Import > Kanban Loops;
  2. In the page Import Kanban Loops click on import_kanban.xlsx in the field Download Excel template;
  3. The empty Excel file is automatically downloaded: here you can enter the new kanban loops;
  4. Open the Excel file import_kanban.xlsx.
  5. The first sheet Instructions shows a brief guide on how to compile the file. To insert the kanban loops, click on the second sheet Kanban Loops;
  6. Fill in all the data (see details below, in the compilation guide);
  7. Save the Excel file (keeping the name import_kanban.xlsx is not mandatory);
  8. Re-enter KanbanBOX in Master data > Import > Kanban Loops;
  9. In the field Excel file for Kanban Loops click on Choose file;
  10. Search for and select the file saved in point 7;
  11. Click on Open;
  12. The file is now selected and loaded into the space provided. Then click on Import Kanban Loops;

  13. After validating the rows, you must confirm that you want to proceed with importing the validated rows, as always required. In the new screen, the data entered in the Excel file will be displayed again.
    Pay particular attention to the last two columns:

    Field Description
    Errors If the import causes an error, the row will be placed at the top of the loops list and will not be imported to the system. It is possible to know the reason for the error in this column.
    Action The possible actions are three:

    Add new: a new kanban loop is added to the table Active Kanban Loops.
    Update: the loop is not new, but it will be updated into the Active Kanban Loops table.
    Discard: the loop is not imported due to an error.

    Caution: each updated kanban loop loses all previously entered information in all its fields and will retain only the data provided in the Excel file!

  14. Click on Import data in KanbanBOX. The import process will continue in the background, if necessary.
    You can close or switch pages, navigate through the app, and continue with other tasks. Once completed, a confirmation message will be displayed. The data will now be entered into the Active kanban loops.

How to update kanban loops by the import

Procedure:

  1. Access Kanbans > Active Kanban Loops;
  2. In the table, filter the loops you want to update;
  3. Click on the icon in the table menu Export kanban loops for import;
  4. The file import_kanban.xlsx is downloaded automatically: it contains all the loops filtered in the table Kanban Loops;
  5. Open the Excel file import_kanban.xlsx;
  6. The first sheet Help shows a brief guide on how to compile the file. To modify the loop, click on the second sheet Kanban Loops;
  7. Edit the file and save it (keeping the name import_kanban.xlsx is not mandatory);
  8. Go back to KanbanBOX in Master data > Import > Kanban Loops;
  9. In the field Excel file for Kanban Loops click on Choose file;
  10. Search for and select the file saved in step 7;
  11. Click on Open;
  12. The file is now selected and loaded into the space provided. Then click on Import Kanban Loops;

  13. After validating the rows, you must confirm that you want to proceed with importing the validated rows, as always required. In the new screen, the data entered in the Excel file will be displayed again.
    Pay particular attention to the last two columns:

    Field Description
    Errors If the import causes an error, the row will be placed at the top of the loops list and will not be imported to the system. It is possible to know the reason for the error in this column.
    Action The possible actions are three:

    Add new: a new kanban loop is added to the table Active Kanban Loops.
    Update: the loop is not new, but it will be updated into the Active Kanban Loops table.
    Discard: the loop is not imported due to an error.

    Caution: each updated kanban loop loses all previously entered information in all its fields and will retain only the data provided in the Excel file!

  14. Click on Import data in KanbanBOX. The import process will continue in the background, if necessary.
    You can close or switch pages, navigate through the app, and continue with other tasks. Once completed, a confirmation message will be displayed. The data will now be entered into the Active kanban loops.

How to fill in the kanban loops import sheet

The sheet is divided into: - Columns: based on the maximum number of fields that can be imported in the Kanban Loops; - Lines: number of codes that you want to massively import in the Active Kanban Loops.

Column Field Field description Field constraints
1 ID Kanban Indicates the ID of the Kanban loop in the Active Kanban chart.

Insert a value if you want to modify a kanban loop already existing in KanbanBOX. In case of a new kanban loop, do not enter any data in this field.

 Mandatory field, but only in some cases.
2 Type Type of kanban loop:

  • Production: write production
  • Purchase: write purchase
  • Sales: write sales
  • Handling: write move
  • Activity: write activity

    		•  Required field. Admitted values: production, purchase, sales, move, activity.
    3 Part number Part number of the component managed through Kanban. Required field. It must be an existing part number in the Parts master of KanbanBOX.
    4 Supplier Supplier name (internal or external) of the kanban loop. Required field. It must be an existing name for the Supplier in the KanbanBOX master data.
    5 Customer Customer name (internal or external) of the kanban loop. Required field. It must be an existing name for the Customer in the KanbanBOX master data.
    6 Manager Username of the owner of the kanban loop. Optional. If present, it must be an existing Username in the KanbanBOX Users management table.
    7 Location at supplier Item location in the supplier supermarket/warehouse/line. Optional.
    8 Location at customer Item location in the customer supermarket/warehouse/line. Optional.
    9 Kanban card Type of Kanban card:

  • Throwaway: when released, the new Kanban card takes on a new unique code (ID Kanban). In this case, write throwaway.
  • Reusable: when released, the card is not recreated. In this case, write reusable.

    		•  Required field. Admitted values: throwaway, reusable.
    10 Loop custom field 1 Kanban custom field 1, to be set in Company settings. Optional. Maximum length of 255 characters.
    11 Loop custom field 2 Kanban custom field 2, to be set in Company settings. Optional. Maximum length of 255 characters.
    12 Loop custom field 3 Kanban custom field 3, to be set in Company settings. Optional. Maximum length of 255 characters.
    13 Lead time Lead time for kanban replenishment, in working days. Required field. It must be a number
    14 Safety lead time Number of working days to be added to the Lead time to absorb possible delays. Optional. It must be a number.
    15 Consumption per day Maximum daily consumption of the part. Optional. It must be a number.
    16 Minimum batch size Minimum quantity to make an order for that item. Optional. It must be a number.
    17 Multiple batch size Multiple purchase quantity when reaching the minimum purchase lot. Optional. It must be a number.
    18 Required capacity per unit Processing time of a material unit. Optional. It must be a number.
    19 Grouping Identification, category or group of components. Optional.
    20 Multiprocess Multiprocess kanban (present only if the multiprocess function is active). Optional. Admitted values: "no", "yes".
    21 Multiprocess explode on Explode trigger for multiprocess kanban (present only if the multiprocess function is active). Required for multiprocess kanban. Admitted values: "manual", "released", "process".
    22 Container Type of container for the part. Optional. If present, it must be the name of an existing container in the KanbanBOX container registry.
    23 Container capacity Maximum number of item units that can be stored in the container or generic packaging. Optional. It must be a number.
    23 Policy Kanban loop management:

  • KANBAN: for any emptied container, a recovery order to the supplier is released. In this case, write kanban.
  • NUMBER OF KANBAN CARDS: only after reaching the minimum Kanban batch, a recovery order at the supplier is generated. In this case, write batch.
  • SIGNAL KANBAN: after reaching the re-order point of a single Kanban, a recovery order to the supplier is generated. In this case, write signal.

    		•  Required field. Admitted values: kanban, batch, signal.
    25 Number of kanban cards Total number of kanban cards for the loop. Required field. If the Policy is signal, it must be 1.
    26 Quantity per kanban Amount of units to restore for each Kanban card. Required field. It must be a number.
    27 Batch of kanban When kanban policy is set on batch, in this field it's necessary to indicate the minimum number of kanban that must be batched before releasing to the supplier. It's a required field only if the Policy is batch.
    28 Reorder point When kanban policy is set on signal, in this field it's necessary to indicate re-order point for the signal kanban. It's a required field only if the Policy is signal.
    29 Card unit price Unit price of the cards. Optional.
    30 Currency Currency (ex. 'EUR', 'USD', 'GBP'). Optional.
    31 Default card reference Default value for card reference. Optional.
    32 Schedule Activation Activation date of the kanban project. Optional. Only if the file is imported from the projects, the modifications will be activated at the specified date.

    For each completed line, a new kanban loop will be added to the table Active Kanban.

    When compiling, follow these rules:

    • Do not change the name of the sheet Kanban loops or it will not be considered during the import;
    • Do not change the name of the fields or the data will not be considered during the import;
    • Additional sheets will not be considered during import;
    • Additional columns will not be considered during import;
    • Any missing columns will be considered as invalid values;
    • The cells of the columns cannot contain formulas.

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