Product and Machine Type Hierarchy -- Importing Product Configurations

Product Configuration Import Template

The Product Configuration Import Template is an Excel spreadsheet that in one operation creates multiple Product Configurations and connects them to the child parts and parent product models.

The Product Manager or EC Analyst role is required to import Product Configurations.

The Product Configuration Import Template spreadsheet has columns for part, product model, and other Product Configuration attributes.

Once the data is entered into the template, save the file under a new name and see Product Configuration Import Procedure.

To import Product Configurations, the current Product Configuration Import Template is required.

To ensure you are working with the latest version, download the template from ENOVIA each time you import Product Configurations.

Upon importation the new Product Configurations are automatically added to a new Collection, named according to the current date and time.

This Collection may be used to access the Product Configuration and Region Grid for assigning Product Regions to all the imported Product Configurations in one step.

Product Configuration Import Template in ENOVIA

As ENOVIA functionality evolves, the template is updated with fields for new attributes, etc.

Be sure to use the latest, fully functional version of the template, which is always available in ENOVIA.

To locate and download the latest version:

You may click this link, Product Configuration Import Template, to open a new browser window and directly access the template.
In ENOVIA you may search for "Product Configuration Import Template" in the Name field or Title field.
The various import templates used in ENOVIA are in a Collection in the Collaboration and Approvals App > My Tools > Import Templates. . . .

Product Configuration Import Template Data

The column headers of the Product Configuration Import Template are colored coded:

Red are Required attributes.
Green are Optional attributes.

In the spreadsheet, hover the mouse pointer over a column header for a description of the attribute.

Product Configuration Attribute Fields	Description
Child Part	Required. Must precisely match an existing Part Name with an Identity of Sellable Item, CRU, or FRU. Establishes link between the new Product Configuration and its child part. Part Name formats: May include a single quote (') at the beginning May not be in double quotes ("XXXXXXX") (may result when parts are exported)
Parent Product Model	Required Must match an existing Product Model Name. Establishes link between the new Product Configuration and its parent Product Model.
Material Description Additional Text	Optional Currently only used for Product Configurations in the Services, Service Parts, and Warranties Product Lines to augment the automatically-generated Material Description.
Description	Optional If blank, defaults to the "Title + Type + Identity" of the Product Configuration child part. The Identity is only included if it equals FRU or CRU, not Sellable Item.
Machine Type Model	Optional Establishes link between the new Product Configuration and its Machine Type Model (if required): If the Product Configuration is Regulated, the value can be: An existing Machine Type Model that is connected to the listed Parent Product Model. Blank: If the listed Parent Product Model is connected to only one Machine Type Model, that MTM is assigned to the new Product Configuration; otherwise, the field remains blank) If the Product Configuration is not Regulated, the field must be blank.
Voltage	Optional If the Product Configuration is Regulated, the value must be: Low High Japan Universal Not Applicable If the Product Configuration is not Regulated, the value can be: Not Applicable If blank, defaults to Not Applicable
UPC / EAN	Optional May only be populated for non-Lexmark Product Configurations. If a value is entered for a Lexmark-branded Product Configuration, the import will fail. If blank, the field remains blank for non-Lexmark Product Configurations or for Lexmark Product Configurations that do not require a UPC. For Lexmark Product Configurations that require a UPC, the value is auto-generated.
TAA Compliant	Optional Values are: Yes No If blank, defaults to No.
Sales Intent	Optional Values are: Standard Configuration (SPR = No, in MDM and SAP) Custom Configuration (SPR = Yes, in MDM and SAP) If blank, defaults to Standard Configuration.
Purpose	Optional Values are: Evaluation Order If blank, defaults to Order.
Owner	Optional Must match the shortname of an ENOVIA user. Must be a user with the Product Manager or EC Analyst role. If blank, defaults to the context user. The Originator field is always set to the context user.