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Import multiple Production Orders
Import multiple Production Orders

This article explains how to bulk import multiple production orders into Autodesk Fusion Operations

Vânia Lourenço avatar
Written by Vânia Lourenço
Updated this week

You can use an Excel file to import multiple Production Orders (PO's) into Autodesk Fusion Operations.
This feature is extremely useful because it allows you to use the functionalities of a spreadsheet to quickly fill the file with hundreds of Products/PO's - saving you time.

To import several Production Orders Orders into Autodesk Fusion Operations at once, follow the steps below.

1. On the left menu, click on ‘Production Orders’.

2. Click on ‘Import Production Orders’.

3. You can choose to import or download a file template in case you are not sure which columns to include. In case you choose to download the file template, in the right side of the page, you will find an option to download it. After choosing the most convenient format, an Excel/csv file with the correct headers will be exported into your computer.

The file should be previously prepared as follows:

Mandatory Fields:

  • Production Order Code (column A): identifier of the production order.

  • Product Code (D): product to be produced.

  • Quantity (F): quantity of product to be produced.

  • Start date (H): day and time expected for the production of this PO to start.

    • Depending on your User ‘locale’, date format varies. It is possible to verify the date format of your company in the creation page of a Production Order. If you need help on how to access this page please select here.

  • Due date (I): day and time expected for the production of this PO to end (optional if the start date and predicted production time are provided). It must be used the same format as indicated in the start date (Column H).

Optional Fields:

  • Shipping (B): allows you to link the production order to one shipping and afterwards ship the products.

  • Shipping Due Date (C): date and time in which the shipping is due. It must be used the same format as indicated in the start date (Column H).

  • Product Parameters (E): mandatory in case the product has variable parameters. Shall be added in the format "Parameter1:value1,Parameter2:value2".

  • Product Observations (G): observations specific for each product within the production order.

  • Worker groups (J): to be filled out in case one or more worker groups are to be linked to the PO.

  • Workers' numbers (K): to be filled out in case one or more workers are to be linked (individually) to the PO.

  • Predicted duration (L): time gap between the production order start and end. Optional in case the start date and due date are filled out.

  • Active (M): fill with "Active" to have the production order active. If empty, the PO won't be visible right away on the tablets.

  • Machines (N): allows to link individual machines to the PO, forcing their selection when inserting production on the tablet.

  • Lot/Batch Number (O): add the Lot/Batch Number of the product being produced.

  • Description (P): upload the description for the PO, visible on the tablets.

  • Notes (Q): production order notes. Visible when tapping&holding on the tablet.

  • Pieces per Box (R): number of pierces that will be put into a box. This field is used when the the product is produced in boxes throughout the shopfloor. If you have doubts on the purpose of this feature please click here.

  • Operations (S): the operations identified will be the only ones to be considered in the production order that is being created. For this feature to work, the setting "Scheduling by operation" must be active. The operations must be added in the format 'operation1,operation2,operation3.'

  • Custom Fields (T): custom fields that the production order may require; these can consist of an attribute that is constant and it must be added in the format ‘customfieldname1:value1,customfieldname2:value2’.

Notes:

1. Consider formatting the columns in text before you begin filling;
2. Do not use formulas in cells;
3. Only the first page of the file is imported. You can use other pages but only the first one will be taken into account.

4. The import only accepts 1001 lines at the time, if you have more than 1001 lines you will have to separate them into several imports.

5. For fields that are unique within the PO, only the first line is read. In other words, if a production order contains 3 products, they'll share the same shipping, dates, workers, machines, active status, description, and notes.

4. Choose the Excel file to import and click on ‘Start to send’

5. Read carefully the warnings that may appear:

  • Yellow warnings - there is an issue with the selected line of the file you imported; however, the system will adapt it and import the file anyway. You must recheck what might have been changed and if you agree with it.

  • Red warnings - the system will not import the line with the warning, because something is wrong and a workaround cannot be applied. Nevertheless, you can ignore a line and import the rest of the file, by unselecting the blue square in the beginning of the line.

6. Click on the ‘Confirm’ button and your ‘Production Orders’ have been uploaded!

How to import the file

Returning to where you downloaded the template, you will see in the center of the page an option to click or drop the template. After clicking "Start to send" a page will be shown to confirm all the information (if there are errors, they will be identified on this page as well). If everything is as you want, click "Confirm".

Update Production Orders:

It's possible to add new products to an existing production order as long as the production order code, start date, and due date match the one already on the account. Note that if the start date and due date don't match the existing production order it will create a new one with the same code.

Need help? Request a Fusion Operations expert to contact you here.

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