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Import Production Units To Demand Planning

Import Production Units To Demand Planning

1) Verify that the Excel import file has the following format.

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Note: Make sure that the following column headers and column data below are set properly.

  •     ProductionUnitID = GUID of the desired Production Unit
  •     LocationID = GUID of the desired Location
  •     CommodityID = GUID of the desired Commodity
  •     OrganizationalUnitID = GIUD of the desired Organizational Unit
  •     From = yyyy-mm-ddThh:mm:ss
  •     To = yyyy-mm-ddThh:mm:ss

2) From the Excelinteropclient folder, open the WorkLoud.xla file.

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3) Click on Enable Macro button.

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4) Under the Add-Ins menu, select Workloud Interop Addin and click on Login option.

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5) Enter your login information.

Note: Make sure that the Server URL is set to Production.

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Note: Upon successful login, you will receive the following message:

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6) Next, highlight entries you want to import, including the headers.

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7) From the Workloud Interop Addin drop-down, select Import, then All Supported Imports.

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8) From the list select Demand Instantiations.

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9) Press the Ok button.

10) Optional: Select Run in Background, if you are importing a large number of entries at one time.

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Also optional, select Open Results in Notepad to open the import summary upon import completion.

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11) Press the Ok button.

12) When the import is complete, press the Ok button on the pop up window.

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13) The demanded production units will now show on the Demand Planning screen of Workloud (you may need to refresh the page).

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