Plex ERP Available Uploads - Uploading Multiple records using CSV and XML format

Many Plex features support uploading multiple records at once using a Comma-Separated Values (CSV) file. For commonly used applications, Plex provides upload templates in CSV and XML formats.

Tip: Perform the upload and validate the data in the test database before uploading to the primary database.

Upload multiple records

Open the primary screen or application associated with the records you want to upload.
For example, to upload parts, open the Parts screen.
On the action bar, select Uploads.
Select Select Upload File.
In the Select Upload File dialog box, do one of the following:
- Browse to and select the upload file.
- Drag and drop the file into the outlined area.
In the Upload Validation dialog box, review the validation results.
If validation fails:
1. Correct the upload file based on the validation messages.
2. Select the file again.
3. Validate the file again.
If validation succeeds, select Submit.
In the Upload Results dialog box, review the results.
Select Done.

Available uploads

The following table lists available upload types and how to access them.

Product area	Upload name	How to access
Accounting	Accounting job	Project Accounting
Accounting	Account Segment, including Base Account Number	Base Account Segments
Accounting	Accounts Payable Invoices	Accounts Payable Invoices
Accounting	Accounts Receivable Invoices	Accounts Receivable Invoices
Accounting	Account Sub-Category	—
Accounting	Bank Reconciliation	Bank Reconciliation
Accounting	Budget	Financial Budgets
Accounting	Chart of Accounts	Multi-Level Chart of Accounts or Classic Chart of Accounts
Accounting	Cost Structure	Cost Structure
Accounting	Cost	Report: Cost Tracking
Accounting	Financial Category	Open Financial Statements Designer. On the action bar, select Setup > Financial Categories.
Accounting	Fixed Asset Accounting Job	Fixed Assets, Accounting Job Upload menu
Accounting	Fixed Asset Agreement	Fixed Assets, Contract Upload menu
Accounting	Fixed Asset Classes	Asset Classes
Accounting	Fixed Asset Class Schedules	Asset Classes
Accounting	Fixed Asset Equipment	Fixed Assets, Equipment Upload menu
Accounting	Fixed Assets	Fixed Assets, Asset Upload menu
Accounting	Fixed Asset Value Amount	Fixed Assets, Value Upload menu
Accounting	General Ledger Journal	GL Journal
Accounting	Self-Billing Preliminary Invoice	Self-Billing Preliminary Invoices
Accounting	Tax Codes	Tax Codes
Communication	Contacts	Contacts
Configuration and Master Data	Glossary	Glossary
Configuration and Master Data	Location	Locations
Configuration and Master Data	User	—
Engineering	Bills of Materials (BOM)	Bills of Material
Engineering	BOM Approved Manufacturer list	Approved Manufacturers
Engineering	Customer Part	Customer Parts
Engineering	Grade	Grades
Engineering	Manufacturer Part	Manufacturer Parts
Engineering	Manufacturer	Manufacturers
Engineering	Manufacturing Master	Manufacturing Masters
Engineering	Part Building	Parts, Uploads menu
Engineering	Part Lot Attribute Specifications	Part Lot Attributes
Engineering	Part Lot Attribute	Part Lot Attributes
Engineering	Part Operation Lot Attribute Inheritance	Lot Attribute Inheritance
Engineering	Part Shelf Life	Parts, Uploads menu
Engineering	Part Specification	Parts, Uploads menu
Engineering	Part	Parts, Uploads menu
Engineering	Process Routing	Process Routings
Human Capital Management	Employee Education	Employees, Education Upload menu
Human Capital Management	Employee Experience	Employees, Experience Upload menu
Human Capital Management	Employee Points	—
Human Capital Management	Employee Skills	Employee Skills
Human Capital Management	Employee Time Off Periods	Time Off Summary
Human Capital Management	Employee	Employees, Upload menu
Human Capital Management	Skill	Skills
Human Capital Management	Training Request Completed	Training Requests, Upload (Completed) menu
Human Capital Management	Training Request	Training Requests, Upload menu
Inventory	Approved Container Types	Process Routings, Uploads > Select Approved Container Types Upload File
Inventory	Inventory with Container Attributes	Inventory
Inventory	Kanban Rack	Kanban Manager. The Kanban Rack Upload Use setting must be enabled.
Inventory	Lot Attribute Value Entry Attachments	Lot Maintenance, Lot Attribute Value Entry Attachments Upload File
Inventory	Lot Attribute Value Entry	Lot Maintenance, Lot Attribute Value Entry Upload File
Inventory	Lot	Lot Maintenance, Lot Upload File
Planning and Scheduling	Job	Job Manager
Production	Approved Workcenter	Process Routings, Uploads > Select Approved Workcenter Upload File
Production	Equipment Attribute	Equipment, Uploads > Upload attributes
Production	Equipment BOM	Equipment Bills of Materials
Production	Equipment Part	Equipment, Uploads > Equipment Part Upload
Production	Equipment	Equipment, Uploads > Upload Equipment
Production	Maintenance Task	Maintenance Task Setups
Production	Preventive Maintenance Checklist	Preventive Maintenance Checklists
Production	Tool Attribute	Tools, Upload attributes > Select Upload File
Production	Tool Inventory	Tool Inventories, Upload > Select Upload File
Production	Tools	Tools, Tool Upload > Select Upload File
Production	Workcenter	Workcenters
Purchasing and Supply Chain	Approved Supplier	Process Routings, Uploads > Select Approved Supplier Upload File
Purchasing and Supply Chain	Purchase Order	Purchase Orders
Purchasing and Supply Chain	Purchase Order Line Prices	See the special procedure below.
Purchasing and Supply Chain	Supplier Delivery Schedule	Supplier Delivery Schedules
Purchasing and Supply Chain	Supplier Part Prices	Supplier Part Prices
Purchasing and Supply Chain	Supplier Part	Supplier Parts
Purchasing and Supply Chain	Suppliers	Suppliers
Purchasing and Supply Chain	Supply Item Building	Supply List, Add Uploads > Select Building Upload File
Purchasing and Supply Chain	Supply Item Location	Supply List, Add Uploads > Select Location Upload File
Purchasing and Supply Chain	Supply Item Supplier Delete	Supply List, Update Uploads > Select Supplier Delete Upload File
Purchasing and Supply Chain	Supply Item Supplier Update	Supply List, Update Uploads > Select Supplier Update Upload File
Purchasing and Supply Chain	Supply Item Supplier	Supply List, Add Uploads > Select Supplier Upload File
Purchasing and Supply Chain	Supply Item Update	Supply List, Update Uploads > Select Item Update Upload File
Purchasing and Supply Chain	Supply Item	Supply List, Add Uploads > Select Item Upload File
Purchasing and Supply Chain	Supply Item Usage	Supply List, Add Uploads > Select Usage Upload File
Quality	Calibration Master Default	Calibration Master Default
Quality	Calibration Test Point	Calibration Test Point
Quality	Control Plan Header	Control Plans, Upload > Select Control Plan Header Upload File
Quality	Control Plan Header Update	Control Plans, Upload > Select Control Plan Header Update Upload File
Quality	Control Plan Line	Control Plans, Upload > Select Control Plan Line Upload File
Quality	Control Plan Line Update	Control Plans, Upload > Select Control Plan Line Update Upload File
Quality	Gage	Gage Control
Quality	Heat	Heats, Uploads > Select Heat Upload File
Quality	Heat Actuals	Heats, Uploads > Select Heat Actuals Upload File
Quality	Heat Document	Heats, Uploads > Select Heat Document Upload File
Quality	PFMEA Analysis	PFMEA - AIAG & VDA, Upload > Select Analysis Upload File
Quality	PFMEA Optimization	PFMEA - AIAG & VDA, Upload > Select Optimization Upload File
Quality	PFMEA Planning and Preparation	PFMEA - AIAG & VDA, Upload > Select Planning and Preparation Upload File
Quality	PFMEA Terms	Open PFMEA - AIAG & VDA. Select a row and choose Edit. On the PFMEA form, select PFMEA Terms. On the PFMEA Terms screen, open Upload and select Select Dictionary Term Upload File.
Quality	Quality compliance standards	Compliance System
Quality	Quality compliance standard requirements	Open Compliance System. Select a compliance description. In the Compliance Requirements grid, open Upload and select Select Requirement Upload File.
Quality	Supplier Scores	Supplier Scorecard Metric Manual Scores
Sales and CRM	Catalog Price	Catalog Prices, Uploads > Select Catalog Price Upload File
Sales and CRM	Catalog Price Account Breakdown	Catalog Prices, Uploads > Select Catalog Price Account Upload File
Sales and CRM	Commission	Commissions
Sales and CRM	Customer	Customers, Customer Master Data Uploads > Select Customer Upload File
Sales and CRM	Customer Address	Customers, Customer Master Data Uploads > Select Address Upload File
Sales and CRM	Customer Consignment Parts	Customer Consignment Parts
Sales and CRM	Customer Master Pricing	Master Prices
Sales and CRM	Customer Purchase Order / PO Line	Customer Purchase Orders, Uploads > Select PO Line Upload File
Sales and CRM	Customer PO Price	Customer Purchase Orders, Uploads > Select Customer PO Price Upload File
Sales and CRM	Customer PO Price Component	Customer Purchase Orders, Uploads > Select Price Component Upload File
Sales and CRM	Customer Releases	Customer Releases and Scheduling, Uploads > Select Customer Release Upload File
Sales and CRM	Releases	Customer Releases and Scheduling, Uploads > Select Release Upload File
Sales and CRM	Customer Sales Forecast	See the special procedure below.
Sales and CRM	Customer Sales Order, spot buys or two-tier	Sales Orders
Sales and CRM	Opportunity	Opportunity Tracking
Sales and CRM	Price Adjustment	Price Adjustments

Special upload procedures

Purchase order line prices

Only purchase orders with a type whose Unit Price Option is set to Effective Date Schedule can have line prices uploaded.

Open Purchase Orders.
Adjust the filters and search criteria as needed.
Select a purchase order in the grid.
On the action bar, select Edit Items.
On the Line Item Mass Update screen, select a line item.
Select Edit.
On the Purchase Order Line Item Detail form, select Price Effective Dates.
On the Purchase Order Line Prices screen, open the Upload menu.
Select the appropriate upload-file option.

Customer sales forecast

Open Forecast Setup.
Select a forecast setup record.
On the action bar, select Forecast Upload.
On the Forecast Upload screen, select Append Data from CSV.
Specify the required fields in the Upload Options section.
Select Upload at the bottom of the form.
In the View Forecast Upload Select File dialog box, select the upload file from your device.
Complete the validation and submission steps