Voir la source de Importing Picking List from Sage To Monday

{{Tuto Details
|Main_Picture=Importing_Picking_List_from_Sage_To_Monday_Annotation_2019-10-21_113243.jpg
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|Description=<translate>How to import a picking list created in Sage to a Monday board</translate>
|Categories=Administration
|Difficulty=Medium
|Duration=30
|Duration-type=minute(s)
|Tags=Sage, Monday, Picking List, Import
}}
{{Introduction
|Introduction=<translate>This procedure demonstrates how to use the "Sage Hooks" MS Access database  to grab the data created in Sage and exort to a spreadsheet. The spreadsheet is then imported into a new Monday board, then copied across to the correct Picking List for the machine build.

<br /></translate>
}}
{{Materials}}
{{EPI}}
{{Tuto Step
|Step_Title=<translate>Allocate the parts for "Pick Run"</translate>
|Step_Content=<translate>A pick run is a chunk or set of Job Cards that will be picked in a controlled amount. This is normally 10-20 job cards. it is managed in this way to keep the amount of time between the allocation on Sage and the physical pick as short as possible.</translate>
}}
{{Tuto Step
|Step_Title=<translate>Print off the Bin Labels</translate>
|Step_Content=<translate></translate>
|Step_Picture_00=Importing_Picking_List_from_Sage_To_Monday_Annotation_2019-10-21_114149.jpg
}}
{{Tuto Step
|Step_Title=<translate>Print off the Bin Sheets</translate>
|Step_Content=<translate>{{Info|...The bin sheets are not going to be used for the build, but they are handy as pictorial reference for the parts}}</translate>
|Step_Picture_00=Importing_Picking_List_from_Sage_To_Monday_Annotation_2019-10-21_114208.jpg
}}
{{Tuto Step
|Step_Title=<translate>Print the First Pick Labels</translate>
|Step_Content=<translate></translate>
|Step_Picture_00=Importing_Picking_List_from_Sage_To_Monday_Annotation_2019-10-21_114132.jpg
}}
{{Tuto Step
|Step_Title=<translate>Open "Sage Hook" Database</translate>
|Step_Content=<translate>This is located in g:\Sage\Exports

Click "OK" or "Yes" if there is a security question to enable Macros</translate>
|Step_Picture_00=Importing_Picking_List_from_Sage_To_Monday_Annotation_2019-10-21_114602.jpg
}}
{{Tuto Step
|Step_Title=<translate>Select the Job Cards and Export</translate>
|Step_Content=<translate>{{Warning|...Make sure the Job Cards chosen in this section match the "Pick Run"}}

# Select the Sales order relevant to the build number
# Select the Starting Job card
# Select the ending Job Card 
# Click Export
# Click Yes to overwrite existing file <br /></translate>
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{{Tuto Step
|Step_Title=<translate>Wait for Message box</translate>
|Step_Content=<translate>The export may take a few minutes

Click OK</translate>
|Step_Picture_00=Importing_Picking_List_from_Sage_To_Monday_Annotation_2019-10-21_115119.jpg
}}
{{Tuto Step
|Step_Title=<translate>Import the Board on Monday</translate>
|Step_Content=<translate># Click on your profile face and then select Import Data
# Select Excel Document
# Drag and Drop the file G:\Sage\Exports\JobCardExportForMonday.xlsx from a file explorer window onto the import panel
# Message when data imported successfully, click on "Let's customize your new board"</translate>
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}}
{{Tuto Step
|Step_Title=<translate>Import Steps</translate>
|Step_Content=<translate># Click "Next" for the first row
# Click "Next" for the first column
# Change the "WorksOrderNumber" column to a "Text Column"
# Change the "BomReference" column to a "Text Column"
{{Warning|...These steps are important because Monday will miss of the letters from the JC number and BOM reference}}

Then click "Create Board"</translate>
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}}
{{Tuto Step
|Step_Title=<translate>Ensure a Picking List Board is Created</translate>
|Step_Content=<translate>{{Warning|...It is important that a Picking List board is in existence for the imported data to make sure the correct permissions, automations and Status values are in place}}

The destination board for a build is labelled:
 Bnnn Picking List
Where Bnnn is the build number for the machine. They should be stored under the 'Stores' folder.

To create a new Picking List, simply duplicate one that is already there, and duplicate the "Structure Only"., and click "Keep subscribers"


Then rename it to the correct build number.
<br /></translate>
|Step_Picture_00=Importing_Picking_List_from_Sage_To_Monday_Annotation_2019-10-21_145026.jpg
|Step_Picture_01=Importing_Picking_List_from_Sage_To_Monday_Annotation_2019-10-21_145205.jpg
|Step_Picture_02=Importing_Picking_List_from_Sage_To_Monday_Annotation_2019-10-21_145230.jpg
}}
{{Tuto Step
|Step_Title=<translate>Move the data from the import board to the Picking List</translate>
|Step_Content=<translate># Open the JobCardExportForMonday board
# Select as many items as you can (click the top one)
# Scroll down to the bottom, hold shift and click the lower one ) - '''note there is a maximum selection limit of 500'''. If you can't seem to select items, you have tried to select too many.
# Click Move to
# Select Move to Board
# Find the correct board by typing the Build Number and then selecting it
# Click on the 'Parts' group

The picking list will now be populated with the exported parts</translate>
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{{Tuto Step
|Step_Title=<translate>Delete the empty imported data board</translate>
|Step_Content=<translate>Delete JobCardExportForMonday</translate>
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