BOM Resource Upload  Help

BOM Resource Upload creates and updates resources from Excel, the way the Resources form does. It downloads the resources of an organization for editing, saves each row with the same validations as the form, and returns a result report with the outcome of every row.

When to use it

• Set up the resources of a new organization in one step.
• Change the description, charge type, basis or unit of measure of many resources at once.
• Maintain the costing setup of resources: Costed, Standard Rate, Activity and the absorption and variance accounts.
• Set up outside processing resources with their outside processing items.
• Assign competences, skill levels and qualifications to person resources, or batching capacities to batchable resources.
• Rename resources or give them an Inactive On date.

Before you start

• You are signed in to a responsibility with access to the inventory organization and to the upload in Blitz Report.
• To create costed or currency resources, or to change the costing columns, your responsibility needs the privilege to maintain cost information, as in the Resources form.
• The activities, accounts, expenditure types and the items you reference as outside processing or billable items exist in the organization.

Choose a template

The default template is Default.

Step 1 – Set the parameters

Open BOM Resource Upload in Blitz Report, choose the template and set the parameters. They decide which resources are downloaded.

Step 2 – Run to download the Excel file

Click Run. With Create, Update, the file has one row per resource. Organization Code, Outside Processing Item Desc and Billable Item Description are read-only. With Create, the sheet is empty.

Step 3 – Enter the resources

Change the downloaded rows, or add rows for new resources.

• Resource Code, Description and Inactive On.
• Resource Type (Person for a new row), UOM, Charge Type and Basis. A Currency resource takes the functional currency of the organization as UOM and is always costed.
• Expenditure Type – required in organizations with project cost collection and project references, and not available in other organizations.
• Supply Subinventory and Supply Locator – machines only. The locator is required when the subinventory is locator controlled.
• Outside Processing and Outside Processing Item. Outside Processing defaults to Yes for the charge types PO receipt and PO move.
• Billable Item – not available for resources of type Amount.
• Costed, Activity, Standard Rate, Absorption Account and Variance Account. A costed resource needs an Absorption Account, and a resource with Standard Rate Yes a Variance Account. An outside processing resource defaults to Costed Yes, the receiving inspection account of the organization as Absorption Account and its purchase price variance account as Variance Account.
• Competence, Skill Level and Qualification – persons only. Skill Level lists the rating levels of the competence.
• Batchable, Minimum Batch Capacity, Maximum Batch Capacity, Batch Capacity Uom, Batching Window and Batching Window Uom – all required for a batchable resource, whose basis is Lot.

Step 4 – Validate and Save

Click Validate and Save. This checks for missing required values and for values that are not in their lists, marks the rows Valid and saves the file. Correct any rows it flags before uploading.

Step 5 – Upload the file

In Blitz Report click Upload and select the saved file. The upload request processes the rows in order. Each row is saved or rejected on its own, so a rejected row leaves nothing behind and does not affect the other rows.

Step 6 – Review the result report

When the request completes, a result report opens listing every uploaded row with its status and a message, for example Resource created., Resource updated. or No change., or the reason the row was rejected. The result report shows the values as they were saved in Oracle.

What’s produced

• Resources, saved as the Resources form saves them.
• Each row is saved or rejected on its own. A row that fails leaves nothing behind and does not affect the other rows.
• A result report listing every row with a status (success or error) and a message.

Common questions

Can I delete a resource?
No. Enter an Inactive On date instead.

How do I rename a resource?
Change the Resource Code on the downloaded row. The downloaded row identifies the resource, so the new code replaces the old one.

Where do I maintain resource rates, overheads and departments?
Resource rates per cost type are loaded with the CST Resource Rate Upload, overhead associations with the CST Resource Overhead Association Upload, and the assignment of resources to departments with the BOM Department Upload.

Why can’t I change Outside Processing or Costed?
As in the form, Outside Processing cannot be changed once the resource is used in routings, overheads or WIP transactions, and Costed not once it is used there or has rates.

Can I change the unit of measure of a resource?
Only when the profile BOM: Update Resource UOM allows it, and only for a resource that is not scheduled in routings and not used in standard operations.

What happens when I set Costed to No?
Standard Rate, Activity, Absorption Account and Variance Account are cleared, as in the form.

What happens when a machine becomes another resource type?
Its down codes are deleted, as in the form, and the message says so.

How do I enter descriptive flexfield values?
Use the Flexfields template. Its attribute columns show the segment prompts of your flexfield setup.

Troubleshooting