You can use an Excel file to import multiple Production Orders (PO's) into Autodesk Prodsmart.
This feature is extremely useful because it allows you to use the functionalities of a spreadsheet to quickly fill the file with hundreds of PO's - saving you time.

Template

You should use the template we provide for the import of PO's.
This template can be downloaded at "Production orders" menu in the left side panel, by clicking on "Import Production plan" option in the upper-right corner.

You will find an option to download a template file and you should Select the "Excel" option. 


This file is what you will need to use whenever you want to import new PO's. Save it in the location you prefer so you can reuse it whenever you need to.

How to fill the Template

When you open the Template, it will be filled with an example.

The columns to be imported are as follows:

  • Production Order Code (column A): identifier of the production order;

  • Shipping (B): allows you to link the production order to one shipping and afterwards ship the products (optional);

  • Shipping Date and Time (C): date and time in which the shipping is due;

  • Product Code (D): product to be produced;

  • Product Parameters (E): applicable in case the product has variable parameters. Shall be added in the format "Parameter1:value1,Parameter2:value2"

  • Quantity (F): quantity of product to be produced;

  • Product Observations (G): observations specific for each product within the production order (optional);

  • Start date (H): day and time when the production of this production order must start and end;

  • Due date (I): day and time when the production of this production order must end;

  • Worker groups (J): to be filled out in case one or more worker groups are to be linked to the PO (optional);

  • Workers' numbers (K): to be filled out in case one or more workers are to be linked (individually) to the PO (optional);

  • Predicted production time (L): time gap between the production order start and end. Optional in case the start date and due date are filled out;

  • Active (M): fill with "Active" to have the production order active. If empty, the PO won't be visible right away on the tablets;

  • Machines (N): allows to link individual machines to the PO, forcing their selection when inserting production on the tablet;

  • Serial Number (O): serial number of the machine linked to the PO;

  • Description (P): upload the description for the PO, visible on the tablets;

  • Notes (Q): production order notes. Visible when tapping&holding on the tablet.

Notes:

1. Consider formatting the cells to text before you begin filling;

2. When completing the dates use the format indicated in columns C, H, and I, the format used should match the one defined on your profile:

  • if your locale is ‘en-US’, the format is ‘MM/DD/YYYY - HH:MM (AM/PM)’ (12h format);

  • If your locale is ‘pt-PT’, the format is ‘DD/MM/YYYY - HH:MM’ (24h format).

3. Do not use formulas in cells;
4. Only the first page of the file is imported. You can use other pages but only the first one will be taken into account.

5. For fields that are unique within the PO, only the first line is read. In other words, if a production order contains 3 products, they'll share the same shipping, dates, workers, machines, active status, description, and notes.

Small example of the template used for two different PO's. Notice that the first one is for 2 products and the remaining 3 are only for 1:

How to import the file

Returning to where you downloaded the template, you will see in the center of the page an option to choose and import a template. After clicking "Start to send" a page will be shown to confirm all the information (if there are errors, they will be identified on this page as well). If everything is as you want, click "Confirm".

Need help? Request a Prodsmart expert to contact you here.

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