Import Item Formulas

Overview

This function is used to import the ingredients associated with manufactured items or Kit BOM items.   

Prepare Import Item Formulas Template

Before importing the Item Formulas, there are some fields that will need to be set up beforehand in GoldFinch.  These are:

• Parent and Component Item

• Unit of Measure

• Formula Version (if used)

Populate the Import Item Formula Template with your Item Formula information to be imported.  For Batch Manufactured Items, Qty. Per is for the default Batch Unit of Measure.  For other items, Qty. Per is for the Base Unit of Measure.  The mandatory fields to be populated to create a record are highlighted in red.  There is sample data in the template for you to use as a guide.  

Import Item Formula Template 090722.xlsx

Use this template without removing or moving any columns.  The columns must be in this specific order in order for the import to be successful.  Before you save the file, remove all rows before the column header row.

Save the file as a CSV.

Import Item Formulas Template

Open the App Launcher. Search for Import Item Formulas.

Import the .csv file following these steps:

1. From any view other than Recently Viewed, select the Import CSV button.

2. Select Choose File then browse to select the file to be imported.

3. Select Upload File.

The function will bring the data into the Import Sales Prices object.  

Process Records

Once the information has been imported, you can view the data before it is processed and the Item Formula records are created.

• Select the Create Item Formulas button to process the data. 

You can either select the individual record(s) you want to import or if you don't select any records, GoldFinch will process all of the records where Processed is NOT checked.  

After the Item Formulas have been successfully created, the Processed field will be checked.  

Error Resolution 

If there are any errors, the Item Formulas will not be created until the errors have been resolved.

You will see the reason for the error in the Error Text field.

Edit the information in the Import Item Formula record to resolve the error.

Once all errors have been resolved, create the item Formulas.

Mass Delete

The Import Item Formulas function has a feature to Mass Delete data. This feature is useful if you import data before you create the Item Formulas and then you wanted to delete the records.

• Select the Mass Delete button to delete the data. 

You can either select the individual record(s) you want to delete or if you don't select any records, GoldFinch will delete all of the records where Processed is NOT checked.  

• If you would like to delete all records in the table, use the Developer's Console.