BOM Upload via Service Connect

Yahoo Archive
1
To All,

We have been learning SC for a while now; we are on our second round of
training with Epicor consultants. The basic training course creates a
BOM from a csv file as the primary exercise. Seems to work fine,
although it is focused on one BOM at a time. We never tried entering
data for multiple BOM's to see what would happen.

Jim Pratt
Vantage 8.03.404B

--- In vantage@yahoogroups.com, "nmtaylor1969" <n.taylor@...> wrote:
>
>
> Sal,
>
> Doesn't Epicor supply you with a BOM importer as one of the sample
> workflows that you get with S/C ?
>
2
Does anyone have a basic BOM upload Workflow for Service Connect they
are willing to share? I have been trying to create one myself to no
avail. Any help would be most appreciated!!!

-Sal
3
Epicor will sell you a package of data import workflows for Service
Connect that handles Parts and Revisions, BOMs, Customers, Suppliers,
Part Costs and Quantities, Billto, Purchase Points, and Contacts. It's
a good value for the price, and you can probably buy a subset if you
wanted.



The BOM upload is the most complex of the ones they provide. It
requires you to create an ECO group, check out the revision to the ECO
group, unlock it, clear any existing PartMtl records, and then add the
new PartMtl record to the PartRev. Along the way you need to do a fair
amount of error handling.



Unless you have significant free time or are completely strapped for
cash, I wouldn't write this myself.



-bws



--

Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix /
Picometrix

bspolarich@... ~ 734-864-5618 ~
www.advancedphotonix.com



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of idiabos
Sent: Thursday, January 22, 2009 10:35 AM
To: vantage@yahoogroups.com
Subject: [Vantage] BOM Upload via Service Connect



Does anyone have a basic BOM upload Workflow for Service Connect they
are willing to share? I have been trying to create one myself to no
avail. Any help would be most appreciated!!!





[Non-text portions of this message have been removed]
4
Sal,

Doesn't Epicor supply you with a BOM importer as one of the sample
workflows that you get with S/C ?

How many BOM's do you have to import ? I found importing them via
Excel and pasting them into the BOM editor materials data grid to be
just as easy...!

Thanks,

Nick

--- In vantage@yahoogroups.com, "idiabos" <idiabos@...> wrote:
>
> Does anyone have a basic BOM upload Workflow for Service Connect
they
> are willing to share? I have been trying to create one myself to no
> avail. Any help would be most appreciated!!!
>
> -Sal
>
5
Hi Nick,

I didn't receive the BOM importer sample workflow from Epicor. I'll
check with my rep on that. The reason I was working on this was for
our engineering group that export BOM info from a schematic into an
excel document. But if you say that I can import easily from excel I
may just go that route. What is involved in this? I have never
imported anything into Vantage before. Thanks!!!

-Sal

--- In vantage@yahoogroups.com, "nmtaylor1969" <n.taylor@...> wrote:
>
>
> Sal,
>
> Doesn't Epicor supply you with a BOM importer as one of the sample
> workflows that you get with S/C ?
>
> How many BOM's do you have to import ? I found importing them via
> Excel and pasting them into the BOM editor materials data grid to be
> just as easy...!
>
> Thanks,
>
> Nick
>
> --- In vantage@yahoogroups.com, "idiabos" <idiabos@> wrote:
> >
> > Does anyone have a basic BOM upload Workflow for Service Connect
> they
> > are willing to share? I have been trying to create one myself to no
> > avail. Any help would be most appreciated!!!
> >
> > -Sal
> >
>
6
Thanks for the advice Brian. I am finding that this is a VERY complex
task!! I looked into purchasing the workflows but cash is not readily
available at this time. Thanks again!!

--- In vantage@yahoogroups.com, "Brian W. Spolarich " <bspolarich@...>
wrote:
>
> Epicor will sell you a package of data import workflows for Service
> Connect that handles Parts and Revisions, BOMs, Customers, Suppliers,
> Part Costs and Quantities, Billto, Purchase Points, and Contacts. It's
> a good value for the price, and you can probably buy a subset if you
> wanted.
>
>
>
> The BOM upload is the most complex of the ones they provide. It
> requires you to create an ECO group, check out the revision to the ECO
> group, unlock it, clear any existing PartMtl records, and then add the
> new PartMtl record to the PartRev. Along the way you need to do a fair
> amount of error handling.
>
>
>
> Unless you have significant free time or are completely strapped for
> cash, I wouldn't write this myself.
>
>
>
> -bws
>
>
>
> --
>
> Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix /
> Picometrix
>
> bspolarich@... ~ 734-864-5618 ~
> www.advancedphotonix.com
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of idiabos
> Sent: Thursday, January 22, 2009 10:35 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] BOM Upload via Service Connect
>
>
>
> Does anyone have a basic BOM upload Workflow for Service Connect they
> are willing to share? I have been trying to create one myself to no
> avail. Any help would be most appreciated!!!
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
7
Sal,

I agree with Brian. Writing a BOM importer is not easy, and unless
you are really good at writing S/C workflows, I wouldn't even try...

The Excel thing is really easy... Try this:-

Select a part that already has a BOM from the MPF and then access the
method tracker. Select the materials tab, and then the list tab. Now
you see the data grid. You will also see the little grey column on
the left side of the grid - right-click anywhere on this. From the
context menu, click the "copy all" option. Open Excel, and then
simply paste this data into Excel. What is important here is that we
now have the column data requirements that we need for our import.
Save this as a template for future reference.

Now replace the data with the real BOM data you want to upload.
Select the data block in Excel and copy it. Go back to Vantage, find
the part you want to upload the BOM to, and check this out to the ECO
group in the usual manner. Access the materials data grid, and right-
click on the little grey column again. This time select the "paste
insert" option. If everything has gone according to plan, your BOM
will appear in Vantage as if by magic!

You must ensure that the data is clean ( for example all parts must
exist in the MPF already ), as any duff data will cause the process
to stop and you will need to go back and try again.

Once you get the hang of it, its really easy.

Let me know how you get on...

Thanks,

Nick


--- In vantage@yahoogroups.com, "idiabos" <idiabos@...> wrote:
>
> Hi Nick,
>
> I didn't receive the BOM importer sample workflow from Epicor. I'll
> check with my rep on that. The reason I was working on this was for
> our engineering group that export BOM info from a schematic into an
> excel document. But if you say that I can import easily from excel
I
> may just go that route. What is involved in this? I have never
> imported anything into Vantage before. Thanks!!!
>
> -Sal
>
> --- In vantage@yahoogroups.com, "nmtaylor1969" <n.taylor@> wrote:
> >
> >
> > Sal,
> >
> > Doesn't Epicor supply you with a BOM importer as one of the
sample
> > workflows that you get with S/C ?
> >
> > How many BOM's do you have to import ? I found importing them via
> > Excel and pasting them into the BOM editor materials data grid to
be
> > just as easy...!
> >
> > Thanks,
> >
> > Nick
> >
> > --- In vantage@yahoogroups.com, "idiabos" <idiabos@> wrote:
> > >
> > > Does anyone have a basic BOM upload Workflow for Service
Connect
> > they
> > > are willing to share? I have been trying to create one myself
to no
> > > avail. Any help would be most appreciated!!!
> > >
> > > -Sal
> > >
> >
>
8
Sal,

Learning S/C is the most frustrating experience ever because the
documentation is so poor. Having said that once you get into the
swing of it, its a very useful product. Its really a case of getting
Epicor to show you the ropes initially otherwise you will find
learning it yourself drives you crazy!

Nick

--- In vantage@yahoogroups.com, "idiabos" <idiabos@...> wrote:
>
> Thanks for the advice Brian. I am finding that this is a VERY
complex
> task!! I looked into purchasing the workflows but cash is not
readily
> available at this time. Thanks again!!
>
> --- In vantage@yahoogroups.com, "Brian W. Spolarich " <bspolarich@>
> wrote:
> >
> > Epicor will sell you a package of data import workflows for
Service
> > Connect that handles Parts and Revisions, BOMs, Customers,
Suppliers,
> > Part Costs and Quantities, Billto, Purchase Points, and
Contacts. It's
> > a good value for the price, and you can probably buy a subset if
you
> > wanted.
> >
> >
> >
> > The BOM upload is the most complex of the ones they provide. It
> > requires you to create an ECO group, check out the revision to
the ECO
> > group, unlock it, clear any existing PartMtl records, and then
add the
> > new PartMtl record to the PartRev. Along the way you need to do
a fair
> > amount of error handling.
> >
> >
> >
> > Unless you have significant free time or are completely
strapped for
> > cash, I wouldn't write this myself.
> >
> >
> >
> > -bws
> >
> >
> >
> > --
> >
> > Brian W. Spolarich ~ Manager, Information Services ~ Advanced
Photonix /
> > Picometrix
> >
> > bspolarich@ ~ 734-864-5618 ~
> > www.advancedphotonix.com
> >
> >
> >
> > From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf
> > Of idiabos
> > Sent: Thursday, January 22, 2009 10:35 AM
> > To: vantage@yahoogroups.com
> > Subject: [Vantage] BOM Upload via Service Connect
> >
> >
> >
> > Does anyone have a basic BOM upload Workflow for Service Connect
they
> > are willing to share? I have been trying to create one myself to
no
> > avail. Any help would be most appreciated!!!
> >
> >
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
9
I'm not sure how many records you need to import.

Service Connect is PAINFUL and slow. It's not designed for bulk
imports.

I recently imported 35,000 records into the Part Master. Only
populating 5 fields in the Part table. Very simple needs.

I averaged 1,000 records per hour. It was a horrible weekend.

After that, since we're a SQL customer, I wrote a TSQL script to import
another 15,000 records. 15,000 records were imported in 13 minutes.



-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of idiabos
Sent: Thursday, January 22, 2009 12:00 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: BOM Upload via Service Connect

Thanks for the advice Brian. I am finding that this is a VERY complex
task!! I looked into purchasing the workflows but cash is not readily
available at this time. Thanks again!!

--- In vantage@yahoogroups.com, "Brian W. Spolarich " <bspolarich@...>
wrote:
>
> Epicor will sell you a package of data import workflows for Service
> Connect that handles Parts and Revisions, BOMs, Customers, Suppliers,
> Part Costs and Quantities, Billto, Purchase Points, and Contacts.
It's
> a good value for the price, and you can probably buy a subset if you
> wanted.
>
>
>
> The BOM upload is the most complex of the ones they provide. It
> requires you to create an ECO group, check out the revision to the ECO
> group, unlock it, clear any existing PartMtl records, and then add the
> new PartMtl record to the PartRev. Along the way you need to do a
fair
> amount of error handling.
>
>
>
> Unless you have significant free time or are completely strapped for
> cash, I wouldn't write this myself.
>
>
>
> -bws
>
>
>
> --
>
> Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix
/
> Picometrix
>
> bspolarich@... ~ 734-864-5618 ~
> www.advancedphotonix.com
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf
> Of idiabos
> Sent: Thursday, January 22, 2009 10:35 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] BOM Upload via Service Connect
>
>
>
> Does anyone have a basic BOM upload Workflow for Service Connect they
> are willing to share? I have been trying to create one myself to no
> avail. Any help would be most appreciated!!!
>
>
>
>
>
> [Non-text portions of this message have been removed]
>



------------------------------------

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10
Sal,
Another import alternative we use is the "get from import" option in the Engineering Workbench. This has limitations. It works on only one level of the Bill at a time. It imports the part number, the description, if it is a part or assembly and the qty per of that part into the assembly it is imported into. What it DOES do is to create that part if it doesn't already exist(admitedly with only the description and the current default warehouse, so more work required). But it is available "out of the box" and just requires a CSV file as input.
Â
-Karl-

--- On Thu, 1/22/09, idiabos <idiabos@...> wrote:

From: idiabos <idiabos@...>
Subject: [Vantage] Re: BOM Upload via Service Connect
To: vantage@yahoogroups.com
Date: Thursday, January 22, 2009, 8:56 AM






Hi Nick,

I didn't receive the BOM importer sample workflow from Epicor. I'll
check with my rep on that. The reason I was working on this was for
our engineering group that export BOM info from a schematic into an
excel document. But if you say that I can import easily from excel I
may just go that route. What is involved in this? I have never
imported anything into Vantage before. Thanks!!!

-Sal

--- In vantage@yahoogroups .com, "nmtaylor1969" <n.taylor@.. .> wrote:
>
>
> Sal,
>
> Doesn't Epicor supply you with a BOM importer as one of the sample
> workflows that you get with S/C ?
>
> How many BOM's do you have to import ? I found importing them via
> Excel and pasting them into the BOM editor materials data grid to be
> just as easy...!
>
> Thanks,
>
> Nick
>
> --- In vantage@yahoogroups .com, "idiabos" <idiabos@> wrote:
> >
> > Does anyone have a basic BOM upload Workflow for Service Connect
> they
> > are willing to share? I have been trying to create one myself to no
> > avail. Any help would be most appreciated! !!
> >
> > -Sal
> >
>


















[Non-text portions of this message have been removed]
11
WOW! This is an awesome built in. I didn't know it was available. I
am receiving an error though when I try to paste insert back in. I
have the new part Checked Out via the ECO. Then I open the part
through the Part Master and open the Method Tracker after I right
click and Paste Insert I receive an error: "Unable to complete Paste
Operation"... "Index was outside the bounds of the array" It looks
like it pastes in the first Material.. The Mtl Seq, Part #, and
Quantity are all populated with the data however, the description is
not there. Any ideas on this one? Also, if the data did get loaded
how do you save? The save button is greyed out. Thanks again Nick

-Sal

--- In vantage@yahoogroups.com, "nmtaylor1969" <n.taylor@...> wrote:
>
> Sal,
>
> I agree with Brian. Writing a BOM importer is not easy, and unless
> you are really good at writing S/C workflows, I wouldn't even try...
>
> The Excel thing is really easy... Try this:-
>
> Select a part that already has a BOM from the MPF and then access the
> method tracker. Select the materials tab, and then the list tab. Now
> you see the data grid. You will also see the little grey column on
> the left side of the grid - right-click anywhere on this. From the
> context menu, click the "copy all" option. Open Excel, and then
> simply paste this data into Excel. What is important here is that we
> now have the column data requirements that we need for our import.
> Save this as a template for future reference.
>
> Now replace the data with the real BOM data you want to upload.
> Select the data block in Excel and copy it. Go back to Vantage, find
> the part you want to upload the BOM to, and check this out to the ECO
> group in the usual manner. Access the materials data grid, and right-
> click on the little grey column again. This time select the "paste
> insert" option. If everything has gone according to plan, your BOM
> will appear in Vantage as if by magic!
>
> You must ensure that the data is clean ( for example all parts must
> exist in the MPF already ), as any duff data will cause the process
> to stop and you will need to go back and try again.
>
> Once you get the hang of it, its really easy.
>
> Let me know how you get on...
>
> Thanks,
>
> Nick
>
>
> --- In vantage@yahoogroups.com, "idiabos" <idiabos@> wrote:
> >
> > Hi Nick,
> >
> > I didn't receive the BOM importer sample workflow from Epicor. I'll
> > check with my rep on that. The reason I was working on this was for
> > our engineering group that export BOM info from a schematic into an
> > excel document. But if you say that I can import easily from excel
> I
> > may just go that route. What is involved in this? I have never
> > imported anything into Vantage before. Thanks!!!
> >
> > -Sal
> >
> > --- In vantage@yahoogroups.com, "nmtaylor1969" <n.taylor@> wrote:
> > >
> > >
> > > Sal,
> > >
> > > Doesn't Epicor supply you with a BOM importer as one of the
> sample
> > > workflows that you get with S/C ?
> > >
> > > How many BOM's do you have to import ? I found importing them via
> > > Excel and pasting them into the BOM editor materials data grid to
> be
> > > just as easy...!
> > >
> > > Thanks,
> > >
> > > Nick
> > >
> > > --- In vantage@yahoogroups.com, "idiabos" <idiabos@> wrote:
> > > >
> > > > Does anyone have a basic BOM upload Workflow for Service
> Connect
> > > they
> > > > are willing to share? I have been trying to create one myself
> to no
> > > > avail. Any help would be most appreciated!!!
> > > >
> > > > -Sal
> > > >
> > >
> >
>
12
Great suggestion Karl! Can you send me an example of the .csv file?
How does it no what data to put where? Thanks!!

--- In vantage@yahoogroups.com, Karl Dash <dashkarl@...> wrote:
>
> Sal,
> Another import alternative we use is the "get from import" option in
the Engineering Workbench. This has limitations. It works on only one
level of the Bill at a time. It imports the part number, the
description, if it is a part or assembly and the qty per of that part
into the assembly it is imported into. What it DOES do is to create
that part if it doesn't already exist(admitedly with only the
description and the current default warehouse, so more work required).
But it is available "out of the box" and just requires a CSV file as
input.
> Â
> -Karl-
>
> --- On Thu, 1/22/09, idiabos <idiabos@...> wrote:
>
> From: idiabos <idiabos@...>
> Subject: [Vantage] Re: BOM Upload via Service Connect
> To: vantage@yahoogroups.com
> Date: Thursday, January 22, 2009, 8:56 AM
>
>
>
>
>
>
> Hi Nick,
>
> I didn't receive the BOM importer sample workflow from Epicor. I'll
> check with my rep on that. The reason I was working on this was for
> our engineering group that export BOM info from a schematic into an
> excel document. But if you say that I can import easily from excel I
> may just go that route. What is involved in this? I have never
> imported anything into Vantage before. Thanks!!!
>
> -Sal
>
> --- In vantage@yahoogroups .com, "nmtaylor1969" <n.taylor@ .> wrote:
> >
> >
> > Sal,
> >
> > Doesn't Epicor supply you with a BOM importer as one of the sample
> > workflows that you get with S/C ?
> >
> > How many BOM's do you have to import ? I found importing them via
> > Excel and pasting them into the BOM editor materials data grid to be
> > just as easy...!
> >
> > Thanks,
> >
> > Nick
> >
> > --- In vantage@yahoogroups .com, "idiabos" <idiabos@> wrote:
> > >
> > > Does anyone have a basic BOM upload Workflow for Service Connect
> > they
> > > are willing to share? I have been trying to create one myself to no
> > > avail. Any help would be most appreciated! !!
> > >
> > > -Sal
> > >
> >
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
13
My experience is that you can't use the method tracker to copy from. The problem is that there are a couple of fields in the list view of the tracker that are different from the same list in the Engineering work bench. So I always copy the operations and materials from the Engineering work bench if I need to make modifications and paste them back in. Also, I always set all cells of my spreadsheet to text only before I paste the copied list into it. This way, things like part numbers that have leading zeros don't get converted into real numbers and loose their leading zeros.



________________________________
From: idiabos <idiabos@yahoo..com>
To: vantage@yahoogroups.com
Sent: Thursday, January 22, 2009 3:35:32 PM
Subject: [Vantage] Re: BOM Upload via Service Connect


WOW! This is an awesome built in. I didn't know it was available. I
am receiving an error though when I try to paste insert back in. I
have the new part Checked Out via the ECO. Then I open the part
through the Part Master and open the Method Tracker after I right
click and Paste Insert I receive an error: "Unable to complete Paste
Operation".. . "Index was outside the bounds of the array" It looks
like it pastes in the first Material.. The Mtl Seq, Part #, and
Quantity are all populated with the data however, the description is
not there. Any ideas on this one? Also, if the data did get loaded
how do you save? The save button is greyed out. Thanks again Nick

-Sal

--- In vantage@yahoogroups .com, "nmtaylor1969" <n.taylor@.. .> wrote:
>
> Sal,
>
> I agree with Brian. Writing a BOM importer is not easy, and unless
> you are really good at writing S/C workflows, I wouldn't even try...
>
> The Excel thing is really easy... Try this:-
>
> Select a part that already has a BOM from the MPF and then access the
> method tracker. Select the materials tab, and then the list tab. Now
> you see the data grid. You will also see the little grey column on
> the left side of the grid - right-click anywhere on this. From the
> context menu, click the "copy all" option. Open Excel, and then
> simply paste this data into Excel. What is important here is that we
> now have the column data requirements that we need for our import.
> Save this as a template for future reference.
>
> Now replace the data with the real BOM data you want to upload.
> Select the data block in Excel and copy it. Go back to Vantage, find
> the part you want to upload the BOM to, and check this out to the ECO
> group in the usual manner.. Access the materials data grid, and right-
> click on the little grey column again. This time select the "paste
> insert" option. If everything has gone according to plan, your BOM
> will appear in Vantage as if by magic!
>
> You must ensure that the data is clean ( for example all parts must
> exist in the MPF already ), as any duff data will cause the process
> to stop and you will need to go back and try again.
>
> Once you get the hang of it, its really easy.
>
> Let me know how you get on...
>
> Thanks,
>
> Nick
>
>
> --- In vantage@yahoogroups .com, "idiabos" <idiabos@> wrote:
> >
> > Hi Nick,
> >
> > I didn't receive the BOM importer sample workflow from Epicor. I'll
> > check with my rep on that. The reason I was working on this was for
> > our engineering group that export BOM info from a schematic into an
> > excel document. But if you say that I can import easily from excel
> I
> > may just go that route. What is involved in this? I have never
> > imported anything into Vantage before. Thanks!!!
> >
> > -Sal
> >
> > --- In vantage@yahoogroups .com, "nmtaylor1969" <n.taylor@> wrote:
> > >
> > >
> > > Sal,
> > >
> > > Doesn't Epicor supply you with a BOM importer as one of the
> sample
> > > workflows that you get with S/C ?
> > >
> > > How many BOM's do you have to import ? I found importing them via
> > > Excel and pasting them into the BOM editor materials data grid to
> be
> > > just as easy...!
> > >
> > > Thanks,
> > >
> > > Nick
> > >
> > > --- In vantage@yahoogroups .com, "idiabos" <idiabos@> wrote:
> > > >
> > > > Does anyone have a basic BOM upload Workflow for Service
> Connect
> > > they
> > > > are willing to share? I have been trying to create one myself
> to no
> > > > avail. Any help would be most appreciated! !!
> > > >
> > > > -Sal
> > > >
> > >
> >
>






[Non-text portions of this message have been removed]
14
Sal,
A csv (comma separated value) file is simply one of the save as options in Excel. So all you do is to take a blank Excel worksheet and put in the first four columns; (1)the part number, (2)the description, (3) the letter P or M [depending on whether the part is (P)urchased or (M)ade, and (4) the quantity per of that part into the next higher assembly you are loading these parts into. Save this Excel spreadsheet as a csv file and it is ready to load.
Â
Bring up the assembly in Engineering Workbench and go to Actions->Revisions->Get From Import. Then navigate to that csv file and it loads in seconds. The only error I've seen so far is if I have the same part number listed twice in the csv file.
Â
Regards,
-Karl
--- On Thu, 1/22/09, idiabos <idiabos@...> wrote:

From: idiabos <idiabos@...>
Subject: [Vantage] Re: BOM Upload via Service Connect
To: vantage@yahoogroups.com
Date: Thursday, January 22, 2009, 12:39 PM






Great suggestion Karl! Can you send me an example of the .csv file?
How does it no what data to put where? Thanks!!

--- In vantage@yahoogroups .com, Karl Dash <dashkarl@.. .> wrote:
>
> Sal,
> Another import alternative we use is the "get from import" option in
the Engineering Workbench. This has limitations. It works on only one
level of the Bill at a time. It imports the part number, the
description, if it is a part or assembly and the qty per of that part
into the assembly it is imported into. What it DOES do is to create
that part if it doesn't already exist(admitedly with only the
description and the current default warehouse, so more work required).
But it is available "out of the box" and just requires a CSV file as
input.
> Â
> -Karl-
>
> --- On Thu, 1/22/09, idiabos <idiabos@... > wrote:
>
> From: idiabos <idiabos@... >
> Subject: [Vantage] Re: BOM Upload via Service Connect
> To: vantage@yahoogroups .com
> Date: Thursday, January 22, 2009, 8:56 AM
>
>
>
>
>
>
> Hi Nick,
>
> I didn't receive the BOM importer sample workflow from Epicor. I'll
> check with my rep on that. The reason I was working on this was for
> our engineering group that export BOM info from a schematic into an
> excel document. But if you say that I can import easily from excel I
> may just go that route. What is involved in this? I have never
> imported anything into Vantage before. Thanks!!!
>
> -Sal
>
> --- In vantage@yahoogroups .com, "nmtaylor1969" <n.taylor@ .> wrote:
> >
> >
> > Sal,
> >
> > Doesn't Epicor supply you with a BOM importer as one of the sample
> > workflows that you get with S/C ?
> >
> > How many BOM's do you have to import ? I found importing them via
> > Excel and pasting them into the BOM editor materials data grid to be
> > just as easy...!
> >
> > Thanks,
> >
> > Nick
> >
> > --- In vantage@yahoogroups .com, "idiabos" <idiabos@> wrote:
> > >
> > > Does anyone have a basic BOM upload Workflow for Service Connect
> > they
> > > are willing to share? I have been trying to create one myself to no
> > > avail. Any help would be most appreciated! !!
> > >
> > > -Sal
> > >
> >
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>


















[Non-text portions of this message have been removed]
15
Steven is right, my mistake! If the column order is different between
screens it won't work..

Best be safe and use the engineering workbench to get your column
details from...

Sal, you are not trying to paste into the method tracker are you?
These are obviously read only.

From memory you can put any old ( text ) string in the description.
Its not imported, but the paste will fail without it. I hope that
made sense!

Does that help...?

Nick


--- In vantage@yahoogroups.com, Steven Gotschall <sgotschall@...>
wrote:
>
> My experience is that you can't use the method tracker to copy
from. The problem is that there are a couple of fields in the list
view of the tracker that are different from the same list in the
Engineering work bench. So I always copy the operations and
materials from the Engineering work bench if I need to make
modifications and paste them back in. Also, I always set all cells
of my spreadsheet to text only before I paste the copied list into
it. This way, things like part numbers that have leading zeros don't
get converted into real numbers and loose their leading zeros.
>
>
>
> ________________________________
> From: idiabos <idiabos@...>
> To: vantage@yahoogroups.com
> Sent: Thursday, January 22, 2009 3:35:32 PM
> Subject: [Vantage] Re: BOM Upload via Service Connect
>
>
> WOW! This is an awesome built in. I didn't know it was available. I
> am receiving an error though when I try to paste insert back in. I
> have the new part Checked Out via the ECO. Then I open the part
> through the Part Master and open the Method Tracker after I right
> click and Paste Insert I receive an error: "Unable to complete Paste
> Operation".. . "Index was outside the bounds of the array" It looks
> like it pastes in the first Material.. The Mtl Seq, Part #, and
> Quantity are all populated with the data however, the description is
> not there. Any ideas on this one? Also, if the data did get loaded
> how do you save? The save button is greyed out. Thanks again Nick
>
> -Sal
>
> --- In vantage@yahoogroups .com, "nmtaylor1969" <n.taylor@ .> wrote:
> >
> > Sal,
> >
> > I agree with Brian. Writing a BOM importer is not easy, and
unless
> > you are really good at writing S/C workflows, I wouldn't even
try...
> >
> > The Excel thing is really easy... Try this:-
> >
> > Select a part that already has a BOM from the MPF and then access
the
> > method tracker. Select the materials tab, and then the list tab.
Now
> > you see the data grid. You will also see the little grey column
on
> > the left side of the grid - right-click anywhere on this. From
the
> > context menu, click the "copy all" option. Open Excel, and then
> > simply paste this data into Excel. What is important here is that
we
> > now have the column data requirements that we need for our
import.
> > Save this as a template for future reference.
> >
> > Now replace the data with the real BOM data you want to upload.
> > Select the data block in Excel and copy it. Go back to Vantage,
find
> > the part you want to upload the BOM to, and check this out to the
ECO
> > group in the usual manner.. Access the materials data grid, and
right-
> > click on the little grey column again. This time select
the "paste
> > insert" option. If everything has gone according to plan, your
BOM
> > will appear in Vantage as if by magic!
> >
> > You must ensure that the data is clean ( for example all parts
must
> > exist in the MPF already ), as any duff data will cause the
process
> > to stop and you will need to go back and try again.
> >
> > Once you get the hang of it, its really easy.
> >
> > Let me know how you get on...
> >
> > Thanks,
> >
> > Nick
> >
> >
> > --- In vantage@yahoogroups .com, "idiabos" <idiabos@> wrote:
> > >
> > > Hi Nick,
> > >
> > > I didn't receive the BOM importer sample workflow from Epicor.
I'll
> > > check with my rep on that. The reason I was working on this was
for
> > > our engineering group that export BOM info from a schematic
into an
> > > excel document. But if you say that I can import easily from
excel
> > I
> > > may just go that route. What is involved in this? I have never
> > > imported anything into Vantage before. Thanks!!!
> > >
> > > -Sal
> > >
> > > --- In vantage@yahoogroups .com, "nmtaylor1969" <n.taylor@>
wrote:
> > > >
> > > >
> > > > Sal,
> > > >
> > > > Doesn't Epicor supply you with a BOM importer as one of the
> > sample
> > > > workflows that you get with S/C ?
> > > >
> > > > How many BOM's do you have to import ? I found importing them
via
> > > > Excel and pasting them into the BOM editor materials data
grid to
> > be
> > > > just as easy...!
> > > >
> > > > Thanks,
> > > >
> > > > Nick
> > > >
> > > > --- In vantage@yahoogroups .com, "idiabos" <idiabos@> wrote:
> > > > >
> > > > > Does anyone have a basic BOM upload Workflow for Service
> > Connect
> > > > they
> > > > > are willing to share? I have been trying to create one
myself
> > to no
> > > > > avail. Any help would be most appreciated! !!
> > > > >
> > > > > -Sal
> > > > >
> > > >
> > >
> >
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
16
Works AWESOME guys!! Thanks for the help!! I went through the Eng
Workbench and everything pasted over perfectly! Thanks again Steve,
Nick, Karl, and Brian!!!

--- In vantage@yahoogroups.com, "nmtaylor1969" <n.taylor@...> wrote:
>
> Steven is right, my mistake! If the column order is different between
> screens it won't work..
>
> Best be safe and use the engineering workbench to get your column
> details from...
>
> Sal, you are not trying to paste into the method tracker are you?
> These are obviously read only.
>
> From memory you can put any old ( text ) string in the description.
> Its not imported, but the paste will fail without it. I hope that
> made sense!
>
> Does that help...?
>
> Nick
>
>
> --- In vantage@yahoogroups.com, Steven Gotschall <sgotschall@>
> wrote:
> >
> > My experience is that you can't use the method tracker to copy
> from. The problem is that there are a couple of fields in the list
> view of the tracker that are different from the same list in the
> Engineering work bench. So I always copy the operations and
> materials from the Engineering work bench if I need to make
> modifications and paste them back in. Also, I always set all cells
> of my spreadsheet to text only before I paste the copied list into
> it. This way, things like part numbers that have leading zeros don't
> get converted into real numbers and loose their leading zeros.
> >
> >
> >
> > ________________________________
> > From: idiabos <idiabos@>
> > To: vantage@yahoogroups.com
> > Sent: Thursday, January 22, 2009 3:35:32 PM
> > Subject: [Vantage] Re: BOM Upload via Service Connect
> >
> >
> > WOW! This is an awesome built in. I didn't know it was available. I
> > am receiving an error though when I try to paste insert back in. I
> > have the new part Checked Out via the ECO. Then I open the part
> > through the Part Master and open the Method Tracker after I right
> > click and Paste Insert I receive an error: "Unable to complete Paste
> > Operation".. . "Index was outside the bounds of the array" It looks
> > like it pastes in the first Material.. The Mtl Seq, Part #, and
> > Quantity are all populated with the data however, the description is
> > not there. Any ideas on this one? Also, if the data did get loaded
> > how do you save? The save button is greyed out. Thanks again Nick
> >
> > -Sal
> >
> > --- In vantage@yahoogroups .com, "nmtaylor1969" <n.taylor@ .> wrote:
> > >
> > > Sal,
> > >
> > > I agree with Brian. Writing a BOM importer is not easy, and
> unless
> > > you are really good at writing S/C workflows, I wouldn't even
> try...
> > >
> > > The Excel thing is really easy... Try this:-
> > >
> > > Select a part that already has a BOM from the MPF and then access
> the
> > > method tracker. Select the materials tab, and then the list tab.
> Now
> > > you see the data grid. You will also see the little grey column
> on
> > > the left side of the grid - right-click anywhere on this. From
> the
> > > context menu, click the "copy all" option. Open Excel, and then
> > > simply paste this data into Excel. What is important here is that
> we
> > > now have the column data requirements that we need for our
> import.
> > > Save this as a template for future reference.
> > >
> > > Now replace the data with the real BOM data you want to upload.
> > > Select the data block in Excel and copy it. Go back to Vantage,
> find
> > > the part you want to upload the BOM to, and check this out to the
> ECO
> > > group in the usual manner.. Access the materials data grid, and
> right-
> > > click on the little grey column again. This time select
> the "paste
> > > insert" option. If everything has gone according to plan, your
> BOM
> > > will appear in Vantage as if by magic!
> > >
> > > You must ensure that the data is clean ( for example all parts
> must
> > > exist in the MPF already ), as any duff data will cause the
> process
> > > to stop and you will need to go back and try again.
> > >
> > > Once you get the hang of it, its really easy.
> > >
> > > Let me know how you get on...
> > >
> > > Thanks,
> > >
> > > Nick
> > >
> > >
> > > --- In vantage@yahoogroups .com, "idiabos" <idiabos@> wrote:
> > > >
> > > > Hi Nick,
> > > >
> > > > I didn't receive the BOM importer sample workflow from Epicor.
> I'll
> > > > check with my rep on that. The reason I was working on this was
> for
> > > > our engineering group that export BOM info from a schematic
> into an
> > > > excel document. But if you say that I can import easily from
> excel
> > > I
> > > > may just go that route. What is involved in this? I have never
> > > > imported anything into Vantage before. Thanks!!!
> > > >
> > > > -Sal
> > > >
> > > > --- In vantage@yahoogroups .com, "nmtaylor1969" <n.taylor@>
> wrote:
> > > > >
> > > > >
> > > > > Sal,
> > > > >
> > > > > Doesn't Epicor supply you with a BOM importer as one of the
> > > sample
> > > > > workflows that you get with S/C ?
> > > > >
> > > > > How many BOM's do you have to import ? I found importing them
> via
> > > > > Excel and pasting them into the BOM editor materials data
> grid to
> > > be
> > > > > just as easy...!
> > > > >
> > > > > Thanks,
> > > > >
> > > > > Nick
> > > > >
> > > > > --- In vantage@yahoogroups .com, "idiabos" <idiabos@> wrote:
> > > > > >
> > > > > > Does anyone have a basic BOM upload Workflow for Service
> > > Connect
> > > > > they
> > > > > > are willing to share? I have been trying to create one
> myself
> > > to no
> > > > > > avail. Any help would be most appreciated! !!
> > > > > >
> > > > > > -Sal
> > > > > >
> > > > >
> > > >
> > >
> >
> >
> >
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
17
Dont forget the "paste-update" functionality. This can also be quite
useful if you want to make bulk changes to a recordset.

Copy your data from the grid into Excel. Make your changes, and then
paste-update it back again. Just be careful not to change the row or
column order.

Have fun!

Nick

--- In vantage@yahoogroups.com, "idiabos" <idiabos@...> wrote:
>
> Works AWESOME guys!! Thanks for the help!! I went through the Eng
> Workbench and everything pasted over perfectly! Thanks again Steve,
> Nick, Karl, and Brian!!!
>
> --- In vantage@yahoogroups.com, "nmtaylor1969" <n.taylor@> wrote:
> >
> > Steven is right, my mistake! If the column order is different
between
> > screens it won't work..
> >
> > Best be safe and use the engineering workbench to get your column
> > details from...
> >
> > Sal, you are not trying to paste into the method tracker are you?
> > These are obviously read only.
> >
> > From memory you can put any old ( text ) string in the
description.
> > Its not imported, but the paste will fail without it. I hope that
> > made sense!
> >
> > Does that help...?
> >
> > Nick
> >
> >
> > --- In vantage@yahoogroups.com, Steven Gotschall <sgotschall@>
> > wrote:
> > >
> > > My experience is that you can't use the method tracker to copy
> > from. The problem is that there are a couple of fields in the
list
> > view of the tracker that are different from the same list in the
> > Engineering work bench. So I always copy the operations and
> > materials from the Engineering work bench if I need to make
> > modifications and paste them back in. Also, I always set all
cells
> > of my spreadsheet to text only before I paste the copied list
into
> > it. This way, things like part numbers that have leading zeros
don't
> > get converted into real numbers and loose their leading zeros.
> > >
> > >
> > >
> > > ________________________________
> > > From: idiabos <idiabos@>
> > > To: vantage@yahoogroups.com
> > > Sent: Thursday, January 22, 2009 3:35:32 PM
> > > Subject: [Vantage] Re: BOM Upload via Service Connect
> > >
> > >
> > > WOW! This is an awesome built in. I didn't know it was
available. I
> > > am receiving an error though when I try to paste insert back
in. I
> > > have the new part Checked Out via the ECO. Then I open the part
> > > through the Part Master and open the Method Tracker after I
right
> > > click and Paste Insert I receive an error: "Unable to complete
Paste
> > > Operation".. . "Index was outside the bounds of the array" It
looks
> > > like it pastes in the first Material.. The Mtl Seq, Part #, and
> > > Quantity are all populated with the data however, the
description is
> > > not there. Any ideas on this one? Also, if the data did get
loaded
> > > how do you save? The save button is greyed out. Thanks again
Nick
> > >
> > > -Sal
> > >
> > > --- In vantage@yahoogroups .com, "nmtaylor1969" <n.taylor@ .>
wrote:
> > > >
> > > > Sal,
> > > >
> > > > I agree with Brian. Writing a BOM importer is not easy, and
> > unless
> > > > you are really good at writing S/C workflows, I wouldn't even
> > try...
> > > >
> > > > The Excel thing is really easy... Try this:-
> > > >
> > > > Select a part that already has a BOM from the MPF and then
access
> > the
> > > > method tracker. Select the materials tab, and then the list
tab.
> > Now
> > > > you see the data grid. You will also see the little grey
column
> > on
> > > > the left side of the grid - right-click anywhere on this.
From
> > the
> > > > context menu, click the "copy all" option. Open Excel, and
then
> > > > simply paste this data into Excel. What is important here is
that
> > we
> > > > now have the column data requirements that we need for our
> > import.
> > > > Save this as a template for future reference.
> > > >
> > > > Now replace the data with the real BOM data you want to
upload.
> > > > Select the data block in Excel and copy it. Go back to
Vantage,
> > find
> > > > the part you want to upload the BOM to, and check this out to
the
> > ECO
> > > > group in the usual manner.. Access the materials data grid,
and
> > right-
> > > > click on the little grey column again. This time select
> > the "paste
> > > > insert" option. If everything has gone according to plan,
your
> > BOM
> > > > will appear in Vantage as if by magic!
> > > >
> > > > You must ensure that the data is clean ( for example all
parts
> > must
> > > > exist in the MPF already ), as any duff data will cause the
> > process
> > > > to stop and you will need to go back and try again.
> > > >
> > > > Once you get the hang of it, its really easy.
> > > >
> > > > Let me know how you get on...
> > > >
> > > > Thanks,
> > > >
> > > > Nick
> > > >
> > > >
> > > > --- In vantage@yahoogroups .com, "idiabos" <idiabos@> wrote:
> > > > >
> > > > > Hi Nick,
> > > > >
> > > > > I didn't receive the BOM importer sample workflow from
Epicor.
> > I'll
> > > > > check with my rep on that. The reason I was working on this
was
> > for
> > > > > our engineering group that export BOM info from a schematic
> > into an
> > > > > excel document. But if you say that I can import easily
from
> > excel
> > > > I
> > > > > may just go that route. What is involved in this? I have
never
> > > > > imported anything into Vantage before. Thanks!!!
> > > > >
> > > > > -Sal
> > > > >
> > > > > --- In vantage@yahoogroups .com, "nmtaylor1969" <n.taylor@>
> > wrote:
> > > > > >
> > > > > >
> > > > > > Sal,
> > > > > >
> > > > > > Doesn't Epicor supply you with a BOM importer as one of
the
> > > > sample
> > > > > > workflows that you get with S/C ?
> > > > > >
> > > > > > How many BOM's do you have to import ? I found importing
them
> > via
> > > > > > Excel and pasting them into the BOM editor materials data
> > grid to
> > > > be
> > > > > > just as easy...!
> > > > > >
> > > > > > Thanks,
> > > > > >
> > > > > > Nick
> > > > > >
> > > > > > --- In vantage@yahoogroups .com, "idiabos" <idiabos@>
wrote:
> > > > > > >
> > > > > > > Does anyone have a basic BOM upload Workflow for
Service
> > > > Connect
> > > > > > they
> > > > > > > are willing to share? I have been trying to create one
> > myself
> > > > to no
> > > > > > > avail. Any help would be most appreciated! !!
> > > > > > >
> > > > > > > -Sal
> > > > > > >
> > > > > >
> > > > >
> > > >
> > >
> > >
> > >
> > >
> > >
> > >
> > > [Non-text portions of this message have been removed]
> > >
> >
>
18
Thanks again my friend!

--- In vantage@yahoogroups.com, "nmtaylor1969" <n.taylor@...> wrote:
>
>
> Dont forget the "paste-update" functionality. This can also be quite
> useful if you want to make bulk changes to a recordset.
>
> Copy your data from the grid into Excel. Make your changes, and then
> paste-update it back again. Just be careful not to change the row or
> column order.
>
> Have fun!
>
> Nick
>
> --- In vantage@yahoogroups.com, "idiabos" <idiabos@> wrote:
> >
> > Works AWESOME guys!! Thanks for the help!! I went through the Eng
> > Workbench and everything pasted over perfectly! Thanks again Steve,
> > Nick, Karl, and Brian!!!
> >
> > --- In vantage@yahoogroups.com, "nmtaylor1969" <n.taylor@> wrote:
> > >
> > > Steven is right, my mistake! If the column order is different
> between
> > > screens it won't work..
> > >
> > > Best be safe and use the engineering workbench to get your column
> > > details from...
> > >
> > > Sal, you are not trying to paste into the method tracker are you?
> > > These are obviously read only.
> > >
> > > From memory you can put any old ( text ) string in the
> description.
> > > Its not imported, but the paste will fail without it. I hope that
> > > made sense!
> > >
> > > Does that help...?
> > >
> > > Nick
> > >
> > >
> > > --- In vantage@yahoogroups.com, Steven Gotschall <sgotschall@>
> > > wrote:
> > > >
> > > > My experience is that you can't use the method tracker to copy
> > > from. The problem is that there are a couple of fields in the
> list
> > > view of the tracker that are different from the same list in the
> > > Engineering work bench. So I always copy the operations and
> > > materials from the Engineering work bench if I need to make
> > > modifications and paste them back in. Also, I always set all
> cells
> > > of my spreadsheet to text only before I paste the copied list
> into
> > > it. This way, things like part numbers that have leading zeros
> don't
> > > get converted into real numbers and loose their leading zeros.
> > > >
> > > >
> > > >
> > > > ________________________________
> > > > From: idiabos <idiabos@>
> > > > To: vantage@yahoogroups.com
> > > > Sent: Thursday, January 22, 2009 3:35:32 PM
> > > > Subject: [Vantage] Re: BOM Upload via Service Connect
> > > >
> > > >
> > > > WOW! This is an awesome built in. I didn't know it was
> available. I
> > > > am receiving an error though when I try to paste insert back
> in. I
> > > > have the new part Checked Out via the ECO. Then I open the part
> > > > through the Part Master and open the Method Tracker after I
> right
> > > > click and Paste Insert I receive an error: "Unable to complete
> Paste
> > > > Operation".. . "Index was outside the bounds of the array" It
> looks
> > > > like it pastes in the first Material.. The Mtl Seq, Part #, and
> > > > Quantity are all populated with the data however, the
> description is
> > > > not there. Any ideas on this one? Also, if the data did get
> loaded
> > > > how do you save? The save button is greyed out. Thanks again
> Nick
> > > >
> > > > -Sal
> > > >
> > > > --- In vantage@yahoogroups .com, "nmtaylor1969" <n.taylor@ .>
> wrote:
> > > > >
> > > > > Sal,
> > > > >
> > > > > I agree with Brian. Writing a BOM importer is not easy, and
> > > unless
> > > > > you are really good at writing S/C workflows, I wouldn't even
> > > try...
> > > > >
> > > > > The Excel thing is really easy... Try this:-
> > > > >
> > > > > Select a part that already has a BOM from the MPF and then
> access
> > > the
> > > > > method tracker. Select the materials tab, and then the list
> tab.
> > > Now
> > > > > you see the data grid. You will also see the little grey
> column
> > > on
> > > > > the left side of the grid - right-click anywhere on this.
> From
> > > the
> > > > > context menu, click the "copy all" option. Open Excel, and
> then
> > > > > simply paste this data into Excel. What is important here is
> that
> > > we
> > > > > now have the column data requirements that we need for our
> > > import.
> > > > > Save this as a template for future reference.
> > > > >
> > > > > Now replace the data with the real BOM data you want to
> upload.
> > > > > Select the data block in Excel and copy it. Go back to
> Vantage,
> > > find
> > > > > the part you want to upload the BOM to, and check this out to
> the
> > > ECO
> > > > > group in the usual manner.. Access the materials data grid,
> and
> > > right-
> > > > > click on the little grey column again. This time select
> > > the "paste
> > > > > insert" option. If everything has gone according to plan,
> your
> > > BOM
> > > > > will appear in Vantage as if by magic!
> > > > >
> > > > > You must ensure that the data is clean ( for example all
> parts
> > > must
> > > > > exist in the MPF already ), as any duff data will cause the
> > > process
> > > > > to stop and you will need to go back and try again.
> > > > >
> > > > > Once you get the hang of it, its really easy.
> > > > >
> > > > > Let me know how you get on...
> > > > >
> > > > > Thanks,
> > > > >
> > > > > Nick
> > > > >
> > > > >
> > > > > --- In vantage@yahoogroups .com, "idiabos" <idiabos@> wrote:
> > > > > >
> > > > > > Hi Nick,
> > > > > >
> > > > > > I didn't receive the BOM importer sample workflow from
> Epicor.
> > > I'll
> > > > > > check with my rep on that. The reason I was working on this
> was
> > > for
> > > > > > our engineering group that export BOM info from a schematic
> > > into an
> > > > > > excel document. But if you say that I can import easily
> from
> > > excel
> > > > > I
> > > > > > may just go that route. What is involved in this? I have
> never
> > > > > > imported anything into Vantage before. Thanks!!!
> > > > > >
> > > > > > -Sal
> > > > > >
> > > > > > --- In vantage@yahoogroups .com, "nmtaylor1969" <n.taylor@>
> > > wrote:
> > > > > > >
> > > > > > >
> > > > > > > Sal,
> > > > > > >
> > > > > > > Doesn't Epicor supply you with a BOM importer as one of
> the
> > > > > sample
> > > > > > > workflows that you get with S/C ?
> > > > > > >
> > > > > > > How many BOM's do you have to import ? I found importing
> them
> > > via
> > > > > > > Excel and pasting them into the BOM editor materials data
> > > grid to
> > > > > be
> > > > > > > just as easy...!
> > > > > > >
> > > > > > > Thanks,
> > > > > > >
> > > > > > > Nick
> > > > > > >
> > > > > > > --- In vantage@yahoogroups .com, "idiabos" <idiabos@>
> wrote:
> > > > > > > >
> > > > > > > > Does anyone have a basic BOM upload Workflow for
> Service
> > > > > Connect
> > > > > > > they
> > > > > > > > are willing to share? I have been trying to create one
> > > myself
> > > > > to no
> > > > > > > > avail. Any help would be most appreciated! !!
> > > > > > > >
> > > > > > > > -Sal
> > > > > > > >
> > > > > > >
> > > > > >
> > > > >
> > > >
> > > >
> > > >
> > > >
> > > >
> > > >
> > > > [Non-text portions of this message have been removed]
> > > >
> > >
> >
>