Sources import

This file defines how PDXpert adds approved sources to their part records.

Each row in the import file represents a pending home part and a single approved partner source component, which can be pending or released. The row also specifies values such as the preference rank on the parent.

This file is used to add source parts to the first pending iteration of a purchase part. Do not import parts onto any parent part that has a released or canceled iteration.

For important rules that affect this import, see the Iteration-level relational imports help topic.

If a pending parent part has an existing list, the part's entire previous list is deleted and is completely replaced by the new list.

Do not add the same child part on more than one row on the parent part's Sources: Markup list.

The Batch Importer tool can generate a CSV template file, which can be used to import your data. Select List: Sources from the dropdown list, click the Export button, and save the file to a convenient location.

Column name Data type Value if empty Description
Class string Part Part Must be Part or remain empty.
Owner Organizations home organization Identifies the organization that is primarily responsible for the parent part's specification and which issues the item Number. If not specified, then the home organization is used.
Type Part Types default member If not specified, then the parent part is matched against the default Part Types collection member.
Number string row is skipped REQUIRED: Part number. If the value is empty, the row is not imported.
ChildClass string Part Part Must be Part or remain empty.
ChildOwner Organizations home organization Identifies the organization that is primarily responsible for the child part's specification and which issues the child part Number. If not specified, then the home organization is used.
ChildType Part Types default member If not specified, then the child part is matched against the default Part Types collection member.
ChildNumber string row is skipped REQUIRED: Part number. If the value is empty, the row is not imported.
Rank integer ≥ 1  1 This value is given to the Rank value, and shows the child part's standing relative to other approved sources. A parent part can have several child parts with the same Rank value.
Notes string: length ≤ 32000 characters no value This value is the source's Note area.

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Help Guide Contents [as PDF]