RE: Master Default BOM mass change
Answered
I have a load of Assembly Items that have more than one BOM attached to them. In each case one of the BOMs is set to Master Default.
I can easily change which BOM is Master Default by going into each item and manually changing it. However, I would like to do this via a mass upload change as it will save hours of work.
Does anyone know if / how this can be done?
Thank you in advance for any help that can be given.
Best answer
I was not able to use Mass Update but I was able to do this through an import. Here’s what I did:
- Created a Bill of Materials saved search with the following:
- Criteria: Inactive = False
- Results:
- Internal ID (i.e., BOM internal ID)
- Name (i.e., BOM name)
- Assembly Item : Assembly ID
- Assembly Item : Assembly
- Assembly Item : Default
- Exported the saved search to Excel.
- Filtered / edited the Excel as needed including changing “Yes” to “No” in the Default column for all lines.
- Save as CSV.
- I recommend saving two copies – one that has all the records you are going to import and one that has only the first line/record to test that importing one worked before importing all of them.
- Create a new import with the following:
- Import Type = Items
- Record Type = Assembly/BOM Item
- Select the file (I recommend first testing with the file that only has one record)
- Data Handling = Update
- Field mapping
- Assembly ID <–> Item : Internal ID
- BOM Name <–> Item – Bills of Materials 1 : Bill of Materials
- Default <–> Item – Bills of Materials 1 : Master Default
Thank you. 🙂
