In this topic:

Importing BTO Kit Definitions

To import BTO Kit Definitions:

  1. Open Import: On the Order Entry screen, click Tools . On the Left Menu, select Import > Project BTO Kit Definition.
    Import Project BTO Kit Definition displays.
  2. Complete the Select Fields:
    • Fabricating Location - Select the location into which you are importing the kit template.
    • Alternate Product Group - If the BTO kit definition(s) being imported contain different product IDs than the ones used at the location where they were exported, select the appropriate alternate product group. Alternate product groups allow the system to change product IDs in the import file to match those in the destination database. For more information, refer to Understanding Alternate Product Groups.
  1. Complete the import Options, described below. 
  2. Click Select File, then browse to the desired file.
    or
    Drag and drop files onto the Files box.
  3. Click Proceed .
    The BTO kit definition(s) import into your system. 
    Notes: If the BTO kit definition name conflicts with an existing BTO kit definition in your system, you will be prompted to rename the BTO kit definition or remove it from the import.
  4. View the Log tab to see a list of issues encountered by the program during the import process. 

BTO Kit Definition Import Options

Template is not valid

If the kit being imported is associated with a template that already exists:

  • Cancel - Stop the import.
  • Auto Increment - A template ID will be generated and assigned.
  • Assign Manually - Allows you to manually create your own template ID, as long as it doesn't already exist.

Assign new Template

If the kit being imported is not associated with an existing template:

  • Yes - A new template ID will be generated and assigned.
  • No - Current template ID will be used if it doesn't already exist.

Overwrite existing Project BTO Kit Definition

If the kit being imported has the same name as an existing template:

  • Yes - The existing template will be overwritten with the new import.
  • No - A new ID will be assigned to the new template.

Building Code ID or Version does not match

If the kit being imported is associated with a building code that does not exist in the destination system:

  • Cancel - Stop the import.
  • Use default  - Uses the building code ID or version of the current location.

Cut length longer than mill length

If the kit being imported has a cut length longer than mill length:

  • Cancel - Stop the import.
  • Ignore - Ignore length difference and import template.

Use existing shape when match is found

If the system finds a shape in the destination system that matches the geometry of the shape being imported:

  • Yes - Use the existing shape; do not import the duplicate shape.
  • No - Import the shape; your database will have two shapes with matching geometry. If the shape ID's are the same, you will have to rename the new shape.

Retain product description from import file

If the kit being imported has a product description:

  • Yes - Product description is retained.
  • No - Product description is not retained. If the product description already exists in the system, that description will be used.

Exporting BTO Kit Definitions

To export BTO Kit Definitions:

  1. Open Export: On the Order Entry screen, click Tools . On the Left Menu, select Export > Project BTO Kit Definition. 

The aSa Export Project BTO Kit Definition screen displays.

  1. Optional: Use the search fields to filter the BTO kit definition selection choices. 
  2. Click to select the template(s) you want to export.
  3. Complete the export Options, described below. 
  1. Click Proceed .
    Depending on your browser, the file(s) may be automatically saved to your Downloads folder or you may be prompted to select a destination folder for the file(s).
  1. At the Confirm prompt, click OK. 
  2. If desired, attach the export file(s) to an e-mail and send it to a fabricator or other destination. 

BTO Kit Definition Export Options

Alternate Product Group 

If the BTO Kit Definition(s) being exported contain different product IDs than the ones used at the destination where they will be imported, select the appropriate alternate product group. Alternate product groups allow the system to change product IDs in the export file to match those in the destination database. For more information, refer to Understanding Alternate Product Groups.

Create Separate Files

Check to create a separate export file for each kit definition. Uncheck to group all kits into one export file.