PDXpert PLM Software
On-line Help Guide
This help topic describes the current PDXpert PLM release. Earlier releases may be different. To view your release's version of this topic, open PDXpert and press the F1 key or select the Help menu.
Item Master import
Before importing your data, back up your database. The import tool can make major changes to your database, and can overwrite data on previously-imported items. You cannot undo the changes it makes; you can only restore your backup database.
The Batch Importer tool can make an import file ItemMaster.csv template. Select Item Masters from the dropdown list, click the button, and save the file to a convenient location. The file contains existing item data, to check earlier imports or use for updating existing data.
The ItemMaster.csv file lets you import new items with their pending iterations, and update the item-level attributes of existing items. Import items can include custom attributes.
Item master data must be imported to provide a foundation for the relational imports of BOMs, sources, references, materials and files.
General guidelines §
The header names are not case-sensitive.
Imported items that rely on collections (Part Types, Units of Measure, Make/Buy Categories, etc.) will only be matched to collection members that exist in the Collection Explorer. However, you can force the system to add new members within selected collections by marking the Create missing collection member(s) checkbox. The new member is given only the name, and the default settings are used for all other values. After importing your data, you should review all new collection members' attributes to ensure they're set correctly.
The first row of the import file (the "header" row) must contain the column names as specified in this reference, or must match a custom attribute name that's been specified on a Part Types or Document Types collection member. Custom attributes must be specified within PDXpert before importing the item file.
Do not include more than one column with the same header name.
Extra (unmatched) columns are ignored.
Every value must conform to the column's specified data type (collection member, string, number, etc.) or be empty. For example, an attribute that requires a numeric value cannot include non-numeric characters in its value.
The item search engine uses natural language rules, similar to a web search engine. The engine collects search tokens, which are alphanumeric strings separated by space characters. Punctuation is usually ignored. For best search results, imported item descriptions, notes, and other text should use space characters between searchable tokens; for example: Screw, Phillips, M4 x 0.7mm not Screw,Phillips,M4x0.7mm See the notes at General (document): Document title and General (part): Part name help topics.
While descriptions with Unicode characters (like cm² and kΩ) might look better, they're often hard to use. For example, searches are more difficult if some keyboards don't show the character, and older software applications may not know how to import or display these characters.
Depending upon the custom attribute scheme, there may be one or two columns for each custom attribute. The first column contains the custom attribute value, and the second column contains the value's unit of measure (for UOM scheme) or currency code (for Money scheme). This second column isn't used for other custom attribute schemes. If the value of either column is empty, then the custom attribute's default value is applied.
Special characters: ERP/MRP and other software may export data that's incompatible with Windows. Microsoft Excel can modify data in unexpected ways. Data copied from Linux and Mac systems, and from some web pages, use incompatible line endings.
If you're importing Unicode characters, the import file must be encoded as UTF-8, rather than DOS/Windows ANSI.
You can import multi-line text in the larger text fields, such as item Description, RevisionNote, and Notes. The import file must use Windows CRLF newline pairs. Linux/Mac software may export LF only, and some text editors may remove newlines in the CSV file format.
Do not import newlines into fields that should not have them, such as item Number and Revision fields.
Text editors such as Notepad++ can show Unicode and control characters, and enforce encoding. Before importing, inspect Unicode and non-printing control characters in the CSV file. After importing, check that PDXpert correctly displays the Unicode and multi-line text.
Import rate is about 50 to 250 items per minute, depending on hardware resources (primarily disk speed) and data complexity (especially custom attributes). Import from the client's local disk, not from network resources. For each imported data row, the system checks for duplicates, imports the new item using its type's default values, validates the imported values against the type's and system's rules, matches collection members, updates default values with the imported values, and adds the item to the indexing queue. In other words, there's a lot going on.
Importing new items §
- If this import file specification doesn't define a column for a PDXpert data attribute, then the new item uses the default collection member. For example, the Item Master import template doesn't contain a column for BOM Type Code so each imported part uses the default member in the BOM Type Codes collection, usually Direct material. Before importing, ensure each of your collections has the correct default member.
- All columns except Number are optional. When a specified column is missing, then the new item uses the default value (if any) for the column.
- Attributes use their default values (if any) unless a different value is given in the column.
- Blank values are treated according to the column's data type. If
the value is blank and the column expects a:
- collection member (say, the CostCurrency), then the collection's default member (for example, USD) is used.
- number, then the default value for that attribute is used.
- Boolean (Yes/No), then a No (False) value is used.
- text string, then a blank zero-length string is used.
- Leading and trailing spaces are removed ("trimmed") from each data element before it's imported.
- Each imported item has exactly one iteration, which is imported at a Pending release state.
Use the Product Families import template to add product families to new and existing items. The administrator's Add these product families to every new item that I create user setting list is not applied during batch importing.
Updating items in the database §
- Each imported item is matched against all items in the database according to the rules specified in Item uniqueness specified by: Number, Organization, Class, Type. All columns except Number are optional. If a match occurs, then the item row is not imported, but is used to update the existing part or document record. This update occurs regardless of the iteration release state (pending, released or canceled) of the existing item. ,
- Leading and trailing spaces are removed ("trimmed") from each data element before it's matched.
- If an attribute column is omitted from the import file, then items won't have that column's attribute updated.
When the attribute column exists in
the import file, then the current attribute value is replaced. When the
imported value is
- Empty: the attribute's default value is used.
- Not empty: the new value overwrites the previous attribute value.
- An item's iteration-level (revision-level) attributes cannot be updated after the item's first release. These are shown as Updateable = No in the table below. If the item has been released, these values are not included in an ItemMaster.csv export file.
ItemMaster.csv format column definitions §
If you use Excel as your CSV file editor, it may make undesired changes to values that it interprets as a number or date. For example, part number strings beginning with zero (e.g., 01234) may be silently converted to a numeric value (1234); similarly, Excel may convert a text value like 2024-08 to the date Aug-2024. Consider using a CSV file editor, Windows Notepad, or other plain text editor (not Word) to edit your import file.
|Column name||Updateable||Data type||Value if empty||Description|
|Class||No||string Part or Document||Part||If not specified, then the item's Class is a part. Part records have physical attributes like a unit of measure, cost, mass and package quantity; documents do not.|
|Owner||No||Organizations||default member||Identifies the organization that is primarily responsible for the item's specification and which issues the item Number. See note 1.|
|Type||No||Document Types or Part Types||default member||If not specified, then the appropriate type collection is given by the item's Class, and the record's Type selection uses the default member of the calculated type collection. See note 1.|
|Number||No||string: 1 ≤ length ≤ 70 characters||row is skipped||REQUIRED: This value is imported as the new part or document Number value. If the value is empty, the row is not imported.|
|Revision||No||string: length ≤ 10 characters||no value|
|Description||Yes||string: length ≤ 1000 characters||no value||This value is imported as the new Part name or Document title value. See note 6.|
|Lifecycle||No||Item Lifecycle Phases||default member||If the value is empty, then the item record Lifecycle phase is given the default lifecycle phase (typically Production) according to the specified Type value. See note 1.|
|Trustee||Yes||Persons||default member||If the value is empty, then the default person is assigned as the record's Trustee selection. See note 1.|
|DefaultUOM||No||Units of Measure||default member||This value applies only to items where Class=Part. If the value is empty, then the record's Default unit of measure selection is given the default Units of Measure collection member (typically each).|
|MakeBuy||Yes||Make/Buy Categories||default member||This value applies only to items where Class=Part. If the value is empty, then the record's Make/buy selection is given the default Make/Buy Categories collection member (typically Unspecified). See note 1.|
|GlobalNumber||Yes||string: length ≤ 50 characters||no value||This value applies only to items where Class=Part. This is imported into the Global number (GTIN, UPC, etc.) value.|
|Location||Yes||string: length ≤ 1000 characters||no value||This value applies only to items where Class=Part. This value is imported into the record's part Location value.|
|RevisionNote||No||string: length ≤ 1000 characters||no value||This value is imported into the record's Release description value. See note 6.|
|CostPerUnit||Yes||double ≥ 0.0||0.0||This value applies only to items where Class=Part, and is used by the record's Unit cost per default unit value.|
|CostCurrencyShort||Yes||Currencies||default member||This value applies only to items where Class=Part. Use the Currencies member's Currency code value in this column. If the value is empty, then the record's cost Currency selection uses the default Currencies collection member (typically USD).|
|PackageQty||Yes||double > 0.0||1.0||This value applies only to items where Class=Part. This is imported into the Standard packaging quantity value.|
|PackageUOM||Yes||Units of Measure||part's default UoM||This value applies only to items where Class=Part. You must ensure that it's within the same UOM Category as the part's DefaultUOM value. If the value is empty, then the part's Default unit of measure (typically each) is assigned as the Standard packaging quantity unit of measure selection.|
|Certify||Yes||Boolean||False||This value applies only to items where Class=Part. This value is imported into the record's Part requires: Certified checkbox.|
|Serialize||Yes||Boolean||False||This value applies only to items where Class=Part. This value is imported into the record's Part requires: Serialized checkbox.|
|Complies||Yes||Boolean||False||This value applies only to items where Class=Part. This value is imported into the record's compliance checkbox (by default, labeled Meets regulatory requirements).|
|Notes||Yes||string: length ≤ 32000 characters||no value||This value is assigned to the record's Notes page. See note 6.|
|EffectiveDate||No||date||no value||This is used for an assembly's Effectivity or a document's Effective date value.|
|Person1||No||Persons||empty value||This value may not be visible in item record unless the additional person #1 is enabled in the Part Types or Document Types collection member. See note 2.|
|Person2||No||Persons||empty value||This value may not be visible in item record unless the additional person #2 is enabled in the Part Types or Document Types collection member. See note 2.|
|Mass||Yes||double ≥ 0.0||0.0||This value applies only to items where Class=Part. This is assigned to the Part mass (weight) value.|
|MassUOM||Yes||Units of Measure: Mass / weight||default member||This value applies only to items where Class=Part. Use the Mass / weight member's Name value in this column. If the value is empty, then the record's Part mass (weight) unit of measure selection uses the default Mass / weight collection member (typically g).|
|custom (note 5)||Yes||string||no value||Custom attribute value that must be compatible with the specified scheme (numeric, Boolean, collection, etc.). If the custom attribute's scheme is a collection (e.g., Countries or Persons), then the value must exist within the collection.|
|Yes||collection member||default unit||
Where custom attribute value's scheme is
- The cell must (a) contain an existing collection member Name value; or (b) be a blank value, which will cause the default member to be assigned; or (c) contain a new member that will be added if the related Create missing collection member(s) checkbox is marked. If the value fails these tests, the row is not imported.
- The cell must (a) contain an existing collection member Name value; or (b) be a blank value, which will cause a blank (null) value to be assigned; or (c) contain a new member that will be added if the related Create missing collection member(s) checkbox is marked. If the value fails these tests, the row is not imported.
- Matching of collection member names is not case-sensitive.
- String length limits are provided for guidance, but these limits are not enforced during import. Lengths longer than those specified may be successfully imported but could be difficult to use or may be affected in future releases.
- Before importing custom attributes, see the Custom attributes help topic for naming and use guidelines.
- You can import multi-line text in these and other text fields. The import file must be UTF-8 encoded, and use Windows-compatible CRLF newline pairs. Other software (such as ERP/MRP and Excel) may export LF only, may use other file encoding, or may not allow newlines in the CSV file format. Before importing, inspect text in the CSV file. Check that you do not import newlines in fields that should not have them, such as item Number and Revision fields.
- Boolean §
A logical True/False or Yes/No value (not case-sensitive). If the value is True or Yes, then the related checkbox is marked, otherwise the checkbox is cleared.
- date §
A date value in the local system format, which is derived from the importing computer's Regional and Language settings in the Windows Control Panel. The value must be between 1753-01-01 and 9998-12-31 in the local system date format.
- double §
A floating-point number, such as 2.5 and 92.5418, formatted using the importing computer's Regional and Language settings.
- string §
A series of displayable letter, number and symbol characters, such as BOLT. The length of the string Steel Bolt is 10 characters. Multi-line text fields can include Windows-compatible CRLF newline pairs, but not single LF and CR characters. Avoid non-printing control characters like NUL, TAB, and most other characters in the range 0x00 to 0x1F. Characters beyond ANSI/ASCII 0x7F (such as ANSI Extended alphanumeric and Unicode) can be imported using UTF-8 encoding. However, many of these are difficult to use in text searches, and many software applications cannot import them.
- value §
- The complete contents contained between two CSV delimiters.
Help Guide Contents [as PDF]
- 0001. Welcome!
- 0002. Help styles
- 0100. PDXpert Application Server
- 0101. Server overview
- 0200. How to...
- 0300. Console reference
- 0301. Manage
- 0302. Information
- 0303. About
- 0400. How to start the PDXpert client
- 0401. Log into PDXpert
- 0402. Enter the software license key
- 0403. Solve client problems
- 0404. Set your password
- 0500. PDXpert introduction
- 0501. PLM summary
- 0502. Item identification
- 0503. Item iterations
- 0504. Item: Document
- 0505. Item: Part
- 0506. Item: Change form
- 0507. File attachments
- 0508. User roles & permissions
- 0600. How to set up PDXpert
- 0601. Setup introduction
- 0602. Setup: System rules
- 0603. Setup: Collections
- 0604. Setup: Places/Organizations/Persons
- 0605. Setup: General
- 0606. Setup: Documents
- 0607. Setup: Parts
- 0608. Setup: Changes
- 0700. How to use the Item Explorer
- 0701. Item Explorer
- 0702. Make a new item
- 0703. Search for items
- 0704. Use search commands
- 0705. Recent items
- 0706. Files in work
- 0707. Tasks open
- 0708. Open an item related to another item
- 0800. How to use the Collection Explorer
- 0801. View a collection
- 0802. Add a new collection member
- 0803. Modify a collection member
- 0804. Remove a collection member
- 0900. How to work with documents
- 0901. How to work with documents
- 1000. How to start a document
- 1001. Make a new document
- 1002. Snapshot a document
- 1003. Fill in the new document
- 1004. Add or remove references
- 1005. Start and update a task
- 1006. Save your document
- 1007. Remove your document
- 1008. Release your document
- 1009. Manage a released document
- 1010. Revise a released document
- 1011. Cancel a released document
- 1100. How to work with parts
- 1101. How to work with parts
- 1200. How to start a part
- 1201. Make a new part
- 1202. Snapshot a part
- 1203. Fill in the new part
- 1204. Add, modify or remove BOM parts
- 1205. Import a CAD BOM
- 1206. Add or remove approved sources
- 1207. Add or remove references
- 1208. Add or remove materials
- 1209. Start and update a task
- 1210. Save your part
- 1211. Remove your part
- 1212. Release your part
- 1213. Revise a released part
- 1214. Manage a released part
- 1215. Cancel a released part
- 1300. How to revise multiple markups
- 1301. Use Markup Wizard
- 1302. Add child items
- 1303. Replace a child item
- 1304. Remove child items
- 1400. How to work with change forms
- 1401. Processing a change
- 1500. How to start a change form
- 1501. Originate a new change form
- 1502. Snapshot a change form
- 1503. Start and update a task
- 1504. Analyze a submitted change
- 1505. Fix change form routing errors
- 1506. Remove your change form
- 1507. Review a routed change
- 1508. Resolve an on-hold change
- 1509. Analyze an accepted change
- 1510. Use a released change
- 1511. View a completed change
- 1512. Analyze a stopped change
- 1513. View a rejected change
- 1514. Remove a canceled change
- 1515. Return a submitted change
- 1600. How to work with file attachments
- 1601. Attach a revision file
- 1602. Attach an item file
- 1603. Attach an external link
- 1604. Viewing a file
- 1605. Copy a file
- 1606. Check out a file
- 1607. Check in a file
- 1608. Free a file lock
- 1609. Remove a revision file
- 1610. Remove item file or link
- 1700. How to report, import & export
- 1701. Run a report
- 1702. Export a PDX package
- 1703. Use the DataGrid
- 1704. Use the Report/Export Wizard
- 1800. Import & update items
- 1801. Use the Batch Importer
- 1802. Item Master import
- 1803. Iteration-level relational imports
- 1804. Bill of materials import
- 1805. References import
- 1806. Revision files import
- 1807. Sources import
- 1808. Item-level relational imports
- 1809. Item files & links import
- 1810. Item materials import
- 1811. Item product families import
- 1812. Groups collection import
- 1813. Materials collection import
- 1814. Organizations collection import
- 1815. Product families collection import
- 1816. Persons collection import
- 1817. Custom collection import
- 1900. View & export via ODBC
- 1901. View database objects
- 1902. Create an ODBC connection
- 1903. ItemViews reference
- 1904. ReferencePairViews reference
- 1905. SourcePairViews reference
- 1906. SourceItemMasterView reference
- 1907. StructurePairViews reference
- 1908. ChangeViews reference
- 1909. ChangePairViews reference
- 1910. FilePairMasterView reference
- 2000. How to do other tasks
- 2001. Adjust your user settings
- 2002. Arrange the Explorer windows
- 2003. Get technical help
- 2004. Manage user accounts
- 2005. Manage system emails
- 2006. Use Administrator Override
- 2007. Check index status
- 2008. Use the Recursion Assistant
- 2100. Menu reference
- 2101. Item menu
- 2102. Edit menu
- 2103. Tools menu
- 2104. Process menu
- 2105. Window menu
- 2106. Help menu
- 2200. Document reference
- 2201. Document summary
- 2202. General
- 2203. Attributes
- 2204. Custom
- 2205. References
- 2206. Appears On
- 2207. Files
- 2208. Tasks
- 2209. Notes
- 2300. Part reference
- 2301. Part summary
- 2302. General
- 2303. Attributes
- 2304. Custom
- 2305. Materials
- 2306. BOM (Bill of Materials)
- 2307. Sources
- 2308. References
- 2309. Appears On
- 2310. Files
- 2311. Tasks
- 2312. Notes
- 2400. Change Form reference
- 2500. System Rules reference
- 2501. System Rules tool
- 2502. General: Copy files to snapshot
- 2503. General: Copy previous tasks
- 2504. General: Item uniqueness definition
- 2505. General: Reviewer comment required
- 2506. General: Unlock change form Files (rule)
- 2507. General: Unlock change form Tasks (rule)
- 2508. Password Policy
- 2509. References Tabs
- 2510. BOM: Limit part to one row
- 2511. BOM: Lock part unit of measure
- 2512. BOM: Allow partner parts
- 2600. Collections reference
- 2601. Managing collections
- 2602. Custom attributes
- 2700. Places/Organizations/Persons
- 2701. Languages
- 2702. Currencies
- 2703. Countries
- 2704. Partner classifications
- 2705. Roles
- 2706. Persons
- 2707. Groups
- 2708. Organizations
- 2800. General
- 2801. Item lifecycle phases
- 2802. Product families
- 2803. Sequences: Identifier
- 2804. Sequences: Revision
- 2805. Unit of Measure categories
- 2806. Units of Measure (UoM)
- 2807. Transforms
- 2808. Views
- 2900. Documents
- 2901. Media/locations
- 2902. Document types
- 3000. Parts
- 3001. BOM type codes
- 3002. Handling/storage categories
- 3003. Make/buy categories
- 3004. Material categories
- 3005. Material constraints
- 3006. Materials
- 3007. Recovery methods
- 3008. Part types
- 3100. Changes
- 3101. Change classifications
- 3102. Change priorities
- 3103. Change reasons
- 3104. Disposition actions
- 3105. Disposition locations
- 3106. Problem sources
- 3107. Change forms
- 3108. Custom collections
- 3200. Other reference topics
- 3201. Keyboard shortcuts
- 3202. PLM software glossary
- 3203. Windows update service
- 3300. Software licenses & legal notices
- 3301. PDXpert license agreement
- 3302. PDXpert end user license terms
- 3303. Other software licenses
- 3304. Legal notices