Bill of Materials Import Utility - Step 4 : Map Material Contribution Types

Step 4: Map Material Contribution Types

The fourth tab is dedicated to confirming or manually overriding the mapping the material contribution types so the material quantity for each row can be placed into an Assembly Group specific or a Project level Extra Materials assembly.

The default mapping is to the Project level. For instance, if the "Material Contribution Type is Not Mapped" checkbox is checked on the Map the Columns tab, all rows will be mapped to the Project level.

If a Material Contribution Type column was mapped in the Map the Columns tab, the material contribution type will be automatically mapped.

To manually map the Material Contribution Type for a row, use the "Material Contribution Type Mapping" dropdown selection list.

Once a row is either skipped or completely mapped, the Status Flag will contain a green check mark, otherwise it will contain a red X.

The user can optionally select DATA (or other) rows to skip. This may be necessary if additional non-data rows are embedded between data rows. This is possible for each of the steps.

Once all of the rows have a green checkmark in the "Status Flag" column, the "OK" button becomes available.

Clicking the "OK" button will cause a "Extra Materials" assemblies to be populated using the mapped imported Bill of Materials data.

The Extra Materials assemblies are created according to how each row has been mapped to the respective Material Contribution Types. If a target Extra Materials assembly is already defined, the user will be prompted to merge the material quantities or replace the previous material information.

If the "Imported Quantities include Construction Waste Factor" checkbox has not been checked, then the construction waste factor for each material will be added to the imported quantities.

Resulting Bill of Materials report due to default Project level Material Contribution Type Mapping

Resulting Bill of Materials report after manually overriding Material Contribution Type Mapping

Map Material Contribution Type

Status Flag: Once a row is either skipped or completely mapped, the Status Flag will contain a green check mark , otherwise it will contain a red X .

Skip Flag: Use this check box to identify whether the a row is to be skipped. The default is NOT skipped (unchecked).

Line #: This read only cell contains the line number in the file that was imported.

Row Type: This read only cell contains the Row Type for each row that was imported. Row Types include METADATA, HEADER, and DATA.

Imported BOM Data

Material Name: This read only cell contains the Imported Material Name for each row that was imported.

Material Quantity: This read only cell contains the Imported Material Quantity for each row that was imported.

UOM: This editable cell contains the Imported Unit of Measure Quantity for each row that was imported. This cell can be edited so that existing "UOM Mapping Library" records can be re-used.

Mapped Material Data

Material ID: This read only cell contains the ID of the mapped material record.

Material Name: This read only cell contains the Name of the mapped material record.

Net Quantity: This read only cell contains the result of multiplying the imported material quantity by the UOM conversion factor.

UOM Name: This read only cell contains the Name of the mapped material record default Unit of Measure record.

Material Contribution Type Mapping

Imported Material Contribution Type: This read only cell contains the material contribution type as mapped for the mapped material record row following file import and Column Mapping.

Selected Material Contribution Type: The "Material Contribution Type Mapping" dropdown selection list is used to manually set the Material Contribution Type for a row, use the .for the mapped materia record row.

OK Button: Click the "OK" button to accept and save the imported Bill of Materials data to an "Extra Basic Materials" assembly and close this dialog. This button is only enabled once the Status Flag for all rows in "Step 3 : Map Rows" are complete.

Cancel Button: Click the "Cancel" button to cancel the Bill of Materials data import process, discard all imported data and close this dialog.

Bill of Material Import Utility Tabs

Step 1: Load a File.
Step 2: Map the Columns.
Step 3: Map the Rows.
Step 4: Map the Material Contribution Types
Summary.

Bill of Material Import Utility Helpers

TIPS & TRICKS

Apply New Material Mapping to Multiple Rows:: Once you have mapped a material name from your material take off file to one of the materials for which we have LCI data, you can save and re-use the relationship by clicking the "Save to Material Mapping Library" button. Now you just need to click the "Rescan Mapping Libraries" button to automatically apply the newly created Material mapping to all corresponding rows.
Apply New UOM Mapping to Multiple Rows:: Once you have mapped a material name from your material take off file to one of the materials for which we have LCI data, you can then proceed to map your Unit of Measure name to the one associated with our database material record by entering a conversion factor then clicking the "Save to UOM Mapping Library" button. Now you just need to click the "Rescan Mapping Libraries" button to automatically apply the newly created UOM mapping to all corresponding rows.