Import of Kanban Projects

What is the import of Kanban Projects?

Through the form Import Kanban Projects, it's possible to massively load a large number of kanban projects inside the table Kanban loop projects.

Use a kanban project in the case of:

• new kanban loops not yet completed because with partial data;
• modification of active kanban loops not yet completed because are currently nearing completion.

In both cases, Kanban Projects can be completed and activated directly from KanbanBOX at a later time.

How to import new kanban projects

Procedure:

1. Link on Masters > Import > Kanban Projects;
2. In the page Import Kanban Projects click on import_project.xlsx in the field Download Excel template;
3. The empty Excel file is automatically downloaded: here you can enter the new kanban projects;
4. Open the Excel file import_project.xlsx;
5. The first sheet Help shows a brief guide on how to compile the file. To insert the kanban projects, click on the second sheet Kanban Projects;
6. Fill in the Excel file by entering all the data relating to the new kanban projects you want to import (see details in the compilation guide). There are fewer constraints than importing the kanban loops because a project, by definition, can be saved with partial data and completed later.
7. Save the Excel file (keeping the name import_project.xlsx is not mandatory);
8. Re-enter KanbanBOX in Masters > Import > Kanban Projects;
9. In the field Excel file for Kanban Projects, click on Choose file;
10. Search for and select the file that you previously saved and click on Open;
11. The file is now selected and loaded into the space provided. Then click on Import Kanban Projects;

12. In the new screen, the data entered in the Excel will be re-proposed. Pay particular attention to the last two columns:

    Field	Description
    Errors	If the import causes an error, the line will be placed at the top of the code list and will not be imported to the system. It is possible to know the reason for the error in this column.
    Action	Update: the loop is not new, but it will be updated into the Kanban loop projects table. Attention: every updated Kanban loop project loses all the information previously entered in all fields and acquires the new ones inserted in the Excel file! Add new: a new Kanban loop project is added to the table Kanban loop projects.

13. Click on Import data in KanbanBOX to complete the import. The data will now be entered into the table Kanban loop projects.

How to update Kanban loop projects by the import

Procedure:

1. Access Kanbans > Kanban loop projects;
2. In the table, filter the projects you want to update;
3. Click on the icon in the table menu Export projects for import;
4. The file import_projects.xlsx is downloaded automatically: it contains all the projects filtered in the table Kanban loop projects;
5. Open the Excel file import_projects.xlsx;
6. The first sheet Help shows a brief guide on how to compile the file. To modify the parts number, click on the second sheet Kanban Projects;
7. Edit the file and save it (keeping the name import_projects.xlsx is not mandatory);
8. Go back to KanbanBOX in Masters > Import > Kanban Projects;
9. In the page Import Kanban Projects proceed as in the previous example.

How to import a project to modify active kanban loops

Procedure:

1. Access Kanbans > Active Kanban loops;
2. In the table, filter only the kanban loops that you want to add to the Kanban loop projects;
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 projects filtered in the table Active 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. In this case, being a project to modify an active loop, the Kanban ID field is mandatory. To modify the kanbans, 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 Masters > Import > Kanban Projects;
9. In the page Import Kanban Projects proceed as in the previous examples.

How to activate a kanban project

To become an active kanban loop, a kanban loop project must be approved individually, after entering its required mandatory fields.

Procedure:

1. Enter in Kanban > Kanban loop projects;
2. In the table, filter the kanban project you want to approve;
3. In the Operations column, click on the icon Edit kanban loop project;
4. Enter any mandatory data that may be missing;
5. Click on Apply now to create the new kanban loop.

Guide to filling in the import project sheet

Column	Field	Field description	Field constraints
1	ID Kanban	Indicates the ID of the Kanban loop in the Active Kanban chart. Insert 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.	It must be entered only if you want to modify a kanban project that is already existing in KanbanBOX.
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.	Optional.It must be an existing part number in the master data.
4	Supplier	Supplier name (internal or external) of the kanban loop.	Optional. It must be an existing name for a Supplier in the master data.
5	Customer	Customer name (internal or external) of the kanban loop.	Optional. It must be an existing name for a Customer in the master data.
6	Default Resource	When the sequencer module is active, in this field could be inserted the default resource.	Optional. It must be an existing name for a Sequencer Resource in the master data.
7	Manager	Username of the owner of the kanban loop.	Optional. If present, it must be an existing Username in the KanbanBOX Users management table.
8	Location at supplier	Item location in the supplier supermarket/warehouse/line.	Optional.
9	Location at customer	Item location in the customer supermarket/warehouse/line.	Optional.
10	Loop use	Electronic or manual Kanban	Optional. Admitted values: "0" (Manual Kanban), "1" (Electronic Kanban).
11	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.	Optional field. Admitted values: throwaway, reusable.
12	Loop custom field 1	Personalized field kanban 1, to be set in Company settings.	Optional. Maximum length of 255 characters.
13	Loop custom field 2	Personalized field kanban 2, to be set in Company settings.	Optional. Maximum length of 255 characters.
14	Loop custom field 3	Personalized field kanban 3, to be set in Company settings.	Optional. Maximum length of 255 characters.
15	Lead time	Lead time for kanban replenishment, in working days.	Optional. It must be a number
16	Safety lead time	Number of working days to be added to the Lead time to absorb possible delays.	Optional. It must be a number.
17	Consumption per day	Maximum daily consumption of the part.	Optional. It must be a number.
18	Minimum batch size	Minimum quantity to make an order for that item.	Optional. It must be a number.
19	Multiple batch size	Multiple purchase quantity when reaching the minimum purchase lot.	Optional. It must be a number.
20	Required capacity per unit	Processing time of a material unit.	Optional. It must be a number.
21	Grouping	Identification, category or group of components.	Optional.
22	Multiprocess	Multiprocess kanban.	Optional. Admitted values: "no", "yes"
23	Multiprocess explode on	Explode trigger	Optional. Admitted values: "manual", "released", "process".
24	Bin	Type of bin for the part.	Optional. If present, it must be the name of an existing bin in the KanbanBOX container registry.
25	Bin capacity	Maximum number of item units that can be stored in the bin or generic packaging.	Optional. It must be a number.
26	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.	Optional. Admitted values: kanban, batch, signal.
27	Number of kanban cards	The total number of kanban cards for the loop.	Optional. If the Policy is signal, it must be 1.
28	Quantity per kanban	Amount of units to restore for each Kanban card.	Optional. It must be a number.
29	Batch of kanban	Minimum number of kanban that must be batched before release to the supplier. Used only when kanban Policy is set to batch	Optional. It must be a number.
30	Reorder point	When kanban policy is set on signal, in this field it's necessary to indicate re-order point for the signal kanban. Used only when the kanban Policy is set to signal.	Optional. It must be a number.
31	Card unit price	Unit price.	Optional.
32	Currency.	Currency ex. EUR, USD, GBP.	Optional.
33	Default card reference.	Default value for card reference.	Optional.
34	Schedule Activation.	Activation date of the kanban project.	Optional. KanbanBOX schedules the kanban project activation at this date and time.

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

When compiling, follow these rules:

• Do not change the name of the sheet Kanban projects 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.