Now that we have our files ready, let’s import our electrical components into Upchain. We’ll then learn how to access and manage our newly created items.
You must have the required files created for the import process, as discussed in the previous lesson. This includes the Excel file with the BOM structure, the zipped project files, and the drawing PDF.
You must also have an Excel eCAD template created.
Let’s create new items in Upchain by importing our electrical components. We’ll then learn where to find all information associated with our items.
Transcript
00:05
In this video, we will discuss the following.
00:08
Importing your electrical components into Upchain and accessing and identifying the imported documents.
00:15
So let's take a look.
00:17
Before importing eCAD components into your BOM structure,
00:21
your files must be prepared and an Excel template needs to be created as we've seen in another video.
00:27
Once we have those files, the next step is to create the item.
00:31
This will be either an end item or a child item and the electrical components will be added.
00:37
We're going to create an end item as it will be a top level with no parent.
00:43
To create the end item, we need to click on the "Add End Item" button in our BOM Navigation Tree.
00:50
On the Add End Item dialogue, select the drop down for the Item Type and make sure to select the Electrical Package as the item type.
00:59
This step is important as we will not be given the option to import the electrical components if this item type is not selected.
01:06
We'll then enter an item name and description for the end item.
01:10
In this case, we're going to enter Remote Battery for the item name, and Remote Battery for drone controller for the description.
01:18
Click on "Create" to create the end item.
01:23
Once the end item is created, we click on the ellipsis and select "Import" and then "Electrical".
01:29
On the eCAD Import dialogue, we need to select the template to use from the BOM Template drop down.
01:36
Next, we need to select the files by clicking on the "Add file(s)" button.
01:41
It's at this point we will select the required Excel file and zip package.
01:47
It is also recommended to add any other relevant files,
01:50
such as the PDF or any additional support documentation not included in the zip package.
01:57
After clicking on Proceed, the electrical components will now be added under the end item in the BOM structure.
02:04
Note. Electrical components will be imported as purchased electrical parts.
02:09
This item type indicates that the electrical component was purchased and shipped outside of your company.
02:16
When you first import your electrical components, like any purchase item, it will be created with a manufacturer and manufacturer's part number,
02:24
which will be mapped to the corresponding item attributes.
02:27
This is what will make each component unique in Upchain.
02:31
When you import a different electrical BOM, Upchain will look to see if any of the components listed already exist.
02:38
If they do, they will be added to the BOM with the latest version. Now, let's take a closer look at what we can see under the Item Details panel.
02:48
If we click on our electrical package item, then select the Documents icon under specification documents,
02:55
we can see the cBOM contains zip file and the Excel spreadsheet listed.
03:00
Under the Translations section, we can see the drawing PDF.
03:05
Here you can also note the View icon. This allows us to view the PDF within Upchain.
03:12
If we were to take a closer look at the specific electrical item, we can see all the same details, however, no documents.
03:20
We want to note that the components in the electrical package are empty. It is just the parent package item that contains all the data.
03:27
We can also click on the "Where used" icon and see if this item is potentially used across multiple projects.
03:34
So here, we have seen how to create electrical items in Upchain using our electrical component files and the Excel template.
00:05
In this video, we will discuss the following.
00:08
Importing your electrical components into Upchain and accessing and identifying the imported documents.
00:15
So let's take a look.
00:17
Before importing eCAD components into your BOM structure,
00:21
your files must be prepared and an Excel template needs to be created as we've seen in another video.
00:27
Once we have those files, the next step is to create the item.
00:31
This will be either an end item or a child item and the electrical components will be added.
00:37
We're going to create an end item as it will be a top level with no parent.
00:43
To create the end item, we need to click on the "Add End Item" button in our BOM Navigation Tree.
00:50
On the Add End Item dialogue, select the drop down for the Item Type and make sure to select the Electrical Package as the item type.
00:59
This step is important as we will not be given the option to import the electrical components if this item type is not selected.
01:06
We'll then enter an item name and description for the end item.
01:10
In this case, we're going to enter Remote Battery for the item name, and Remote Battery for drone controller for the description.
01:18
Click on "Create" to create the end item.
01:23
Once the end item is created, we click on the ellipsis and select "Import" and then "Electrical".
01:29
On the eCAD Import dialogue, we need to select the template to use from the BOM Template drop down.
01:36
Next, we need to select the files by clicking on the "Add file(s)" button.
01:41
It's at this point we will select the required Excel file and zip package.
01:47
It is also recommended to add any other relevant files,
01:50
such as the PDF or any additional support documentation not included in the zip package.
01:57
After clicking on Proceed, the electrical components will now be added under the end item in the BOM structure.
02:04
Note. Electrical components will be imported as purchased electrical parts.
02:09
This item type indicates that the electrical component was purchased and shipped outside of your company.
02:16
When you first import your electrical components, like any purchase item, it will be created with a manufacturer and manufacturer's part number,
02:24
which will be mapped to the corresponding item attributes.
02:27
This is what will make each component unique in Upchain.
02:31
When you import a different electrical BOM, Upchain will look to see if any of the components listed already exist.
02:38
If they do, they will be added to the BOM with the latest version. Now, let's take a closer look at what we can see under the Item Details panel.
02:48
If we click on our electrical package item, then select the Documents icon under specification documents,
02:55
we can see the cBOM contains zip file and the Excel spreadsheet listed.
03:00
Under the Translations section, we can see the drawing PDF.
03:05
Here you can also note the View icon. This allows us to view the PDF within Upchain.
03:12
If we were to take a closer look at the specific electrical item, we can see all the same details, however, no documents.
03:20
We want to note that the components in the electrical package are empty. It is just the parent package item that contains all the data.
03:27
We can also click on the "Where used" icon and see if this item is potentially used across multiple projects.
03:34
So here, we have seen how to create electrical items in Upchain using our electrical component files and the Excel template.
It’s time we learned how to manage our electrical items and BOMs. We’ll examine how to use the check out and check in functions to ensure proper version control.
Transcript
00:05
In this video, we will discuss the following.
00:08
To make changes to eCAD components, they need to be checked out from Upchain,
00:12
and then after the changes have been made, to check the components back in to Upchain.
00:17
So let's take a look.
00:20
Once you have your electrical components that have been added to the BOM structure, you may need to make changes to them.
00:28
To make changes, first, you must check out the item.
00:32
However, you can only do this for the electrical package that contains the files, not the components within the electrical package.
00:41
To check out an item, first, you must ensure it is in a DEVELOPMENT state.
00:45
Click on the ellipsis for the electrical package item and then select "Checkout".
00:49
This locks the item from editing by other users in your tenant.
00:53
Note here that you can only check out the zip file.
00:57
Now click the checkbox on the required file then choose "Checkout Selected File(s)".
01:04
The files are downloaded to your local drive in a zip file.
01:07
You can see here that the electrical package is now in a locked or checked out state,
01:13
and will remain checked out until you either cancel the checkout, or check it back in to version it up.
01:19
Now unzip your project files, open them in your eCAD software and make the required changes.
01:25
You will need to save changes to your drawing PDF.
01:28
If there are structural or quantity changes to the electrical BOM, you will need to update your Excel spreadsheet.
01:35
Once changes are made, then zip up the project files with the changes.
01:40
Note here that the files need to have the same name as the originals that were checked in for Upchain to recognize the changes.
01:48
After the changes have been made and to update the electrical package item in Upchain,
01:53
you will need to check the electrical component back into Upchain.
01:57
To check-in electrical component, you will need to again click on the ellipsis for the item, and this time, select Check-in.
02:07
The eCAD check-in dialogue will appear. We then need to select the template and the files for import.
02:14
You want to ensure you are selecting the latest version of the files.
02:19
Once the files are selected, Upchain will then check-in the electrical package item.
02:24
We can see here that the checkout lock has been removed, which means they could potentially be modified by someone else.
02:34
You can see here that the items documents are now listed with a "V2" indicating that this is the second version of these files.
02:42
When you first import your electrical components, like any purchased item, they will be created with the manufacturer and manufacturer's part number,
02:50
which have been mapped to the corresponding item attributes.
02:53
This is what will make each component unique in Upchain.
02:56
During the checking process, if Upchain finds an existing combination when importing components,
03:02
it will bring in the latest version of that item, the same as during the initial import.
03:08
As a quick reminder,
03:11
you can always view a complete history of when this item was created, checked out and modified in the History tab here.
03:23
So now we have seen all the steps involved in checking out and checking in electrical components into Upchain.
03:29
You can further explore other topics in our eLearning courses or documentation in our help center.
00:05
In this video, we will discuss the following.
00:08
To make changes to eCAD components, they need to be checked out from Upchain,
00:12
and then after the changes have been made, to check the components back in to Upchain.
00:17
So let's take a look.
00:20
Once you have your electrical components that have been added to the BOM structure, you may need to make changes to them.
00:28
To make changes, first, you must check out the item.
00:32
However, you can only do this for the electrical package that contains the files, not the components within the electrical package.
00:41
To check out an item, first, you must ensure it is in a DEVELOPMENT state.
00:45
Click on the ellipsis for the electrical package item and then select "Checkout".
00:49
This locks the item from editing by other users in your tenant.
00:53
Note here that you can only check out the zip file.
00:57
Now click the checkbox on the required file then choose "Checkout Selected File(s)".
01:04
The files are downloaded to your local drive in a zip file.
01:07
You can see here that the electrical package is now in a locked or checked out state,
01:13
and will remain checked out until you either cancel the checkout, or check it back in to version it up.
01:19
Now unzip your project files, open them in your eCAD software and make the required changes.
01:25
You will need to save changes to your drawing PDF.
01:28
If there are structural or quantity changes to the electrical BOM, you will need to update your Excel spreadsheet.
01:35
Once changes are made, then zip up the project files with the changes.
01:40
Note here that the files need to have the same name as the originals that were checked in for Upchain to recognize the changes.
01:48
After the changes have been made and to update the electrical package item in Upchain,
01:53
you will need to check the electrical component back into Upchain.
01:57
To check-in electrical component, you will need to again click on the ellipsis for the item, and this time, select Check-in.
02:07
The eCAD check-in dialogue will appear. We then need to select the template and the files for import.
02:14
You want to ensure you are selecting the latest version of the files.
02:19
Once the files are selected, Upchain will then check-in the electrical package item.
02:24
We can see here that the checkout lock has been removed, which means they could potentially be modified by someone else.
02:34
You can see here that the items documents are now listed with a "V2" indicating that this is the second version of these files.
02:42
When you first import your electrical components, like any purchased item, they will be created with the manufacturer and manufacturer's part number,
02:50
which have been mapped to the corresponding item attributes.
02:53
This is what will make each component unique in Upchain.
02:56
During the checking process, if Upchain finds an existing combination when importing components,
03:02
it will bring in the latest version of that item, the same as during the initial import.
03:08
As a quick reminder,
03:11
you can always view a complete history of when this item was created, checked out and modified in the History tab here.
03:23
So now we have seen all the steps involved in checking out and checking in electrical components into Upchain.
03:29
You can further explore other topics in our eLearning courses or documentation in our help center.
