Import

Data can be imported either manually via the program windows or automatically via the Task Scheduler.

The file format of the import file is described with the file configurator (see below).

The text format in which the import files are saved is defined in the system settings of the ERP interface.

Supported formats: Windows ANSI and UTF-8.

Identification

When importing ERP data, the identification in ORTIMplan is a central point. The identification is used to determine whether data already exists in ORTIMplan and must be updated or re-imported.

The identification features must be specified for work plans, workflows, and for material (if imported).

The identification features must be assigned in such a way that the result of the examination for existence is unambiguous.

The identification features are AND-linked, i. H. all features must match in order to achieve a hit.

If the search result returns multiple hits, the first hit is used (this should never happen).

If possible, you should remove features such as name and code, and use system identifiers. Typically, you pass your ERP system into a unique identifier, which is stored in an indexed, non-modifiable user field in ORTIMplan and serves as the only identification feature.

Example

•The identifier for work plans is the code.

•A work plan with code ABCD is imported.

•Then there may be only one work plan with a code ABCD in ORTIMplan.

•If you create another work plan with code ABCD, the interface can not achieve a clear result when importing. The first hit of the search is then interpreted as a result, which can lead to undesirable behavior.