Material Set CSV Format

Use this file format to import Material Sets, Material Lists, Material List Products, and Authority-to-Material Set associations.

For information about using CSV format files, see Best Practices for Importing Data with CSV Files.

Material Set File Format

SDITYPE=MaterialSet-INTL and MaterialSet-US

Column Name

Format

Req?

Description

MaterialSetName

varchar2(100)

Y

The name of the material set. If blank, causes an error.

MaterialSetListDescription

varchar2(200)

N

An optional description for the material set.

MaterialSetListName

varchar2(100)

Y

Creates a material set and assigns it to the authority. If blank, causes an error.

MaterialSetListStartDate

date

Y

The start date for material list membership in the material set. If blank, causes an error.

MaterialSetListEndDate

date

N

The end date for material list membership in the material set.

AuthorityName

varchar2(100)

N

An authority to which to associate this material set. If not provided, no authority is assigned.

CustomAuthority

varchar2(1)

Y

Indicates whether the related AuthorityName is (Y) or is not (N) a custom authority. If blank, causes an error.

This field is required even if you are not including an AuthorityName.

AuthorityMaterialSetStartDate

date

Y

The start date for the relationship of this material set to the specified authority.

AuthorityMaterialSetEndDate

date

N

The end date for the relationship of this material set to the specified authority.

ProductPath

varchar2(100)

Y

The full path of an existing product exception in dot notation (parent.child.childs-child). Note that the length of 100 refers to an individual level of the path, not the entire path length. If blank, causes an error.

CustomProduct

varchar2(1)

Y

Indicates whether the related ProductPath is (Y) or is not (N) a custom product. If blank, causes an error.

MaterialSetListProductStartDate

mm/dd/yyyy

Y

The start date for the inclusion of this product in the specified material list. If blank, causes an error.

MaterialSetListProductEndDate

mm/dd/yyyy

N

The end date for the inclusion of this product in the specified material list.

Materials File Examples

  1. sdiType=MaterialSet-US

  2. MaterialSetName,MaterialSetListName,MaterialSetListStartDate,Auth
    orityName,CustomAuthority,AuthorityMaterialSetStartDate,ProductPa
    th,CustomProduct,MaterialSetListProductStartDate

  3. MaterialSet1,List1,01/01/2014,CA - FEES,N,01/01/2014,Tires,Y,01/0
    1/2014

  4. MaterialSet1,List1,01/01/2014,CA - FEES,N,01/01/2014,Tires.New,Y,
    01/01/2014

  5. MaterialSet1,List1,01/01/2014,CA - FEES,N,01/01/2014,Tires.Recycl
    ed,Y,01/01/2014

For more information about formatting a CSV file, see Creating CSV Import Files.

Updating Existing Data

You can update a material set record by including data in the MaterialSetName and MaterialSetListName columns to match a Material Set and then modifying additional columns as needed.

Materials File Import Prerequisites

You need to create any desired target companies, authorities, and products before importing material sets with the Import/Export Wizard.

Materials File Import Options

When importing a materials file, the Import/Export Wizard prompts for Company Selection. Select the desired company. A second prompt asks for the desired Product Group. Specify the desired group.