Importing/Exporting Bill of Materials information

The format of the Data

The import allows you the opportunity to do a mass update of bill of materials (BOM) information. Items can be either modified or removed from the Bill of Materials. Exporting this information makes it available for another Fishbowl installation to get your Bill of Materials definitions. You use a CSV file formatted in a way that Fishbowl knows what to do with the data. This is easiest to do with a spreadsheet program.

Fishbowl can add new bill of material items. The CSV file may have more columns in it than the ones listed below. All extra fields will be ignored. If there is an error on any line of the update file, the entire update will fail allowing you to easily fix the problem and rerun the update.

All lines affecting one Bill of Materials must be grouped together.

All fields will be one of two types:

CSV Fields Describing the Bill of Materials Line

Column Name Type Description
BOM NUMBER Text The number for the new Bill of Materials.
Required
BOM DESCRIPTION Text The description of the new Bill of Materials.
Required
AUTO CREATE Text The auto create setting for this Bill of Materials. Values must match one of the following:
Never
Short Quantity
Order Quantity
Always Create
Build To Order
Required
REVISION Numeric The revision number of this Bill of Materials.
QUICKBOOKS CLASS NAME Text The name of the QuickBooks class for this Bill of Materials.
BOM NOTE Text A note about the Bill of Materials.
BOM URL Text A URL pointing to more information.
CF- Text (30 chars) The Bill of Material's custom field value. The name of this column is CF- followed by the name of the custom field. There is one custom field column for each of the Bill of Material's custom fields.
ITEM TYPE Text The type of the Bill of Materials Item. Values must match one of the following:
Finished Good
Raw Good
Repair
Work Order
Note
Required
ITEM DESCRIPTION Text The description of the the Bill of Materials item.
Required
PART NUMBER Text The part that is associated with this Bill of Materials Item. This field is required for all Bill of Materials Item types except work order and note.
QUANTITY Numeric The quantity associated with this Bill of Materials Item. Required for raw goods and finished goods.
UOM Text The unit of measurement to use for this Bill of Materials item. It must match (including case) an existing UOM abbreviation (not the name) in Fishbowl.
Required
IS VARIABLE QUANTITY Text Determines if the Bill of Materials Item uses a variable quantity.
Accepted values: True or False
MIN QUANTITY Numeric The minimum quantity that must be added if this Bill of Materials Item uses a variable quantity.
MAX QUANTITY Numeric The maximum quantity that can be added if this Bill of Materials Item uses a variable quantity.
OPTION GROUP Text The option group this Bill of Materials item belongs to. Leaving this field blank will not add the item to a group.
OPTION GROUP PROMPT Text The prompt asked of the user when configuring on a SO or MO. This is required if OptionGroup is set.
IS GROUP DEFAULT Text Determines if the Bill of Materials Item is the Item Group default when it is a part of an item group.
Accepted values: True or False
PRICE ADJUSTMENT Numeric The amount to adjust th price by for every quantity above or below the default quantity.
Price adjustments do not apply to Finished Goods.
IS ONE TIME ITEM Text Determines if this is a one time item. A one time item will not be affected by the quantity of a work order.
Accepted values: True or False
IS STAGE Text Determines if the Bill of Materials Item is a stage.
Accepted values: True or False
STAGE BOM NUMBER Text The Bill of Materials number of the stage Bill of Materials. The Bill of Materials specified must contain a finished good part that matches the Part field on this import line.
CONFIGURATION SORT ORDER Numeric The line number of this Bill of Materials item in the Configuration of a Bill of Materials.
CIF- Text (30 chars) The Bill of Material Item's custom field value. The name of this column is CFI- followed by the name of the custom field. There is one custom field column for each of the Bill of Material Item's custom fields.

Creating a CSV file

In order to import your data, you must first export it to a comma separated values (CSV) text file. All major spreadsheet programs can export data in this format. If you do not know how to export your data to a CSV file, please refer to the documentation of your spreadsheet program.

When exporting to CSV format, make sure to verify the following: