Piece Mark BOM Import - Excel

Overview

The Piece Mark BOM Import feature allows you to bulk import bill of materials (BOM) for piece marks into Concrete Vision using a standardized Excel template. This streamlines the process of managing material requirements for your jobs.

Accessing the Import Screen

Navigate to Engineering > Piece Mark BOM Import - Excel from the main menu.

Figure 1

Getting Started

Download the Template

Before importing, download the most current Excel template using the links below the file input field on the import screen. The template includes an "Instructions" sheet with field definitions to guide you through the process.

Figure 2

Figure 3

Field Definitions

Expanded description of each field in the import file (Figure 3):

1. JOB_NUM must match a valid active job number in Concrete Vision.
2. PIECE_MARK, if specified, must match a piece mark already on the job specified in the Job Number field in Concrete Vision.  The piece mark is required if TYPE is 1, if TYPE is 2 or 3 then the piece mark should be blank.
3. CUSTOM identifies if the material on this line is standard or job specific.  Valid options are 0 for standard material and 1 for job specific material.
4. TYPE identifies what type of material this line is.  Valid options are 1 for production material, 2 for Cast In Place material, and 3 for Erection material.
5. MAT_ID is the material number for the item or assembly being imported.  All material requires a material number and if the material number does not exists it will be added automatically.  For standard material, the material number needs to be unique across all standard material.  For job specific material, the material number needs to be unique across all other job specific material for the specific job.
6. PARENT_MAT_ID is the material number of an assembly.  The parent material number needs to exist in Concrete Vision prior to assigning it to sub-material items.  If creating new assemblies make sure that you list the parent material first in the import file.
7. QTY is the quantity of the material required for 1 piece.
8. EMBED is mapped to the material category for the specific material number.  This is used to set the proper material category on material added to Concrete Vision automatically.
9. DESC is the full description of the material.
10. DIM_LENGTH is the length associated to the material if one is required.
11. BEND_TYPE is the bend type of bent rebar
12. DIM_A - DIM_Z are the bend dimensions for bent rebar

Important notes on using this file to import bill of material information:

1. The job number has to exist in Concrete Vision.
2. The piece mark has to exist in Concrete Vision.
3. The file will only process material for piece marks listed in the file, so all material for the piece mark needs to be listed in the file.  If there is material assigned to the piece mark and is not included on a subsequent import, that material will be deleted from Concrete Vision.
4. The material will not be updated if the piece mark has any quantity in Inventory, Shipped or Rejected status.

Best Practices

Creating Assemblies

1. List the parent material on its own row first
2. Follow with child materials, each referencing the parent's MAT_ID in the PARENT_MAT_ID field
3. Ensure all quantities are per-piece calculations

Material Numbering

• Develop a consistent numbering scheme for your materials
• Use prefixes to distinguish between material types
• For job-specific materials, consider including the job number in the material ID

Data Validation

• Review your Excel file carefully before importing
• Verify all required fields are populated
• Check that material quantities are accurate
• Confirm piece marks match exactly (including case sensitivity)

Import Strategy

• Start with a small test import to verify your data format
• Back up existing BOM data before large imports
• Import during off-peak hours to avoid conflicts with active users