Importing Picking List from Sage To Monday

How to import a picking list created in Sage to a Monday board

Difficulté

Medium Moyen

Durée

30 minute(s) minute(s)

Sage, Monday, Picking List, Import Importing_Picking_List_from_Sage_To_Monday_Annotation_2019-10-21_113243.jpg

Introduction

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.

Étape 1 - Allocate the parts for "Pick Run"

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.

Étape 2 - Print off the Bin Labels

Étape 3 - Print off the Bin Sheets

...The bin sheets are not going to be used for the build, but they are handy as pictorial reference for the parts

Étape 4 - Print the First Pick Labels

Étape 5 - Open "Sage Hook" Database

This is located in g:\Sage\Exports

Click "OK" or "Yes" if there is a security question to enable Macros

Étape 6 - Select the Job Cards and Export

...Make sure the Job Cards chosen in this section match the "Pick Run"

1. Select the Sales order relevant to the build number
2. Select the Starting Job card
3. Select the ending Job Card
4. Click Export
5. Click Yes to overwrite existing file
   

Étape 7 - Wait for Message box

The export may take a few minutes

Click OK

Étape 8 - Import the Board on Monday

1. Click on your profile face and then select Import Data
2. Select Excel Document
3. Drag and Drop the file G:\Sage\Exports\JobCardExportForMonday.xlsx from a file explorer window onto the import panel
4. Message when data imported successfully, click on "Let's customize your new board"

Étape 9 - Import Steps

1. Click "Next" for the first row
2. Click "Next" for the first column
3. Change the "WorksOrderNumber" column to a "Text Column"
4. Change the "BomReference" column to a "Text Column"

...These steps are important because Monday will miss of the letters from the JC number and BOM reference

Then click "Create Board"

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