Import warehouses

Topic overview

This article describes the procedures and actions for the Import data application in relation to warehouses. It will also inform you about the expected preconditions, effects and restrictions.

The description of the application Import data application, which includes field and button descriptions, can be found in the article Importing data.

General

Both simple warehouses and structured warehouses that are divided into warehouse zones can be imported. The import is essentially based on the current data model of the warehouse, which is stored in the repository database.

Both importing and exporting warehouses support the same attributes. You therefore only need to define a single filter for both importing and exporting.

1:1 relationships are usually based on a technical GUID attribute in the data model. Depending on the use case, either the technical GUID attribute or the functional key from the target object (usually code or number) can be used during import. If the GUIDs of the warehouse or the GUIDs of the warehouse zones are also specified in the import file, then these GUIDs are used. Otherwise, new GUIDs are assigned for both the warehouse and the warehouse zones.

Note
If you are not sure which format is suitable for the import file, proceed as follows: Use the Warehouses application and export it using the filter for the import in the desired format with the desired attributes. The resulting sample file can be used as a template for the import files to be created.

The same rules apply when importing as when processing via the application. For example, the warehouse in a saved item can no longer be subsequently changed. Attribute values are ignored if they cannot be adopted in the current context. The same logic is applied when determining the default value, so that import and application behave identically. The same applies to the checks.

Procedures: Importing warehouses

  1. Open the Import data application
  2. Display a particular warehouse or a filter for this business object: cisag.app.inventory.obj.StorageArea
  • The filter for importing warehouses is opened.
  1. Duplicate or create a new filter for this business object
  2. If necessary, change the attributes of the filter that have already been selected
  3. Select the [Import data] button in the standard toolbar
  • The Import data dialog box opens.
  1. You can make settings for the import file in the Import data dialog box. You can find a description of the fields in the Import data article
  2. Select one of the buttons: [In background] or [Immediately]
  • The import is executed.

Details

In this chapter you will find information on the following topics:

Import of a simple warehouse

A simple warehouse is not structured in warehouse zones. The system recognizes a simple warehouse based on the Warehouse organization (locationOrganisation) if this is marked with Simple warehouse (NONE) or 0 or if the value is not specified in the import file. If warehouse zones are contained in the import file and one of the listed values is specified for the warehouse organization, the warehouse zones are not taken into account.

When importing a simple warehouse, it is necessary to enter the warehouse data.

Warehouse data

The warehouse data includes the following attributes. Attributes marked with an asterisk (*) must be specified when importing. The specification of the other attributes is optional.

Attribute

Description

Explanation

code (*)WarehouseIdentification of the warehouse
description (*)DescirptionDescription of the warehouse
ClassificationClassificationClassification with complete path
qcStatusQA statusQuality assurance status (QA status) of the warehouse.
The following statuses are available:
  • Released
    (RELEASED)

  • In quarantine
    (QUARANTINE]

  • Blocked
    (ON_HOLD)

If there is no QA status in the import file, the warehouse is assigned the QA status Released.
TypeTypeWarehouse type
The following types are available:
  • Physical warehouse
    (PHYSICAL]

  • Virtual warehouse
    (VIRTUAL]

  • Physical warehouse (external)
    (EXTERNAL)

If there is no type in the import file, the warehouse is assigned the type Physical warehouse.
AddressDataAddressAddress of the warehouse
The address is made up of the following details:
  • Street

  • Postal code

  • City

  • Region (code)

  • Country (code)

You can also enter data for a possible mailbox:
  • P.O. Box

  • P.O. Box postal code

  • P.O. Box city
locationOrganization (*)Warehouse organizationFor a simple warehouse, the warehouse organization receives the value NONE.
When importing structured warehouses, one of the following values must be specified:
  • High rack storage warehouse
    (BIN_STORAGE)

  • Bulk storage (BLOCK_STORAGE)

  • Locations only (BULK_STORAGE)

  • Otherwise, the warehouse zones specified in the import file will not be taken into account.
organizationalUnit (*)SitePartner identification of the site to which the warehouse belongs
ownerInventory ownerPartner identification of the inventory owner, which is used as the default value for the inventory owner of the warehouse zone when entering a new warehouse zone
warehouseManagementServer (*)Inventory management serverName of the inventory management server responsible for the warehouse
Note: This information is optional for new warehouses or warehouses without inventory.

Example of an import file for a simple warehouse

An XML file that can be used to import a simple warehouse has the following content, for example:

<?xml version="1.0" encoding="UTF-8"?>
<semiramis xmlns="com.cisag.app.inventory.obj.StorageArea" xsi:schemaLocation="com.cisag.app.inventory.obj.StorageArea StorageArea.xsd" created="2005-12-14T08:40:48.140Z" locale="en-US-XMLSchemaCompliant" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
 <StorageArea xmlns="com.cisag.app.inventory.obj.StorageArea">
  <code>100</code>
  <description>Standard bearing</description>
  <OrganizationalUnit>00000</OrganizationalUnit>
  <WarehouseManagementServer>100</WarehouseManagementServer>
 </StorageArea>
</semiramis>

Import of a structured warehouse

A structured warehouse has warehouse zones, which in turn can be subdivided into storage locations. The system recognizes a structured warehouse based on the warehouse organization. The warehouse organization indicates that the warehouse is further divided into warehouse zones.

When importing a structured warehouse, the following elements must be specified:

  • Warehouse data
  • Storage location control data
  • Warehouse zones
    • Exactly one warehouse zone with the usage Receipt of goods zone
    • Exactly one warehouse zone with the usage Issue of goods zone
    • Exactly one warehouse zone of the usage Inventory count differences
    • At least one warehouse zone with the use Reserve or Not specified

Warehouse data

In the warehouse data, a warehouse organization must be specified that does not have the value NONE so that warehouse zones can be taken into account at all during import. The warehouse data of a structured warehouse includes the same attributes as for a simple warehouse (see this chapter: Warehouse data).

Storage location control data

The storage control data includes the following information:

Put-away according to storage location priorities

Put-away according to storage location priorities includes the following optional attributes. If Used is activated, put-away is carried out according to storage location priorities. To do this, the A, B and C item priorities must be specified.

Attribute

Description

Explanation

usedPut-away according to storage location prioritiesYou use this attribute to specify whether put-away should take place taking the storage location priorities into account.
overflowRuleAA-item prioritiesStorage bin priorities for A-items
The storage location priorities are saved as character strings, with each character representing a storage location priority and the order of the characters reflecting the order of the individual overruns.
overflowRuleBB-item prioritiesStorage location priorities for B-items
The storage location priorities are saved as character strings, with each character representing a storage location priority and the order of the characters reflecting the order of the individual overruns.
overflowRuleCC-item prioritiesStorage location priorities for C-items
The storage location priorities are saved as character strings, with each character representing a storage location priority and the order of the characters reflecting the order of the individual overruns.
priorityZoneOrderSearch direction on overrunUse this attribute to specify whether the storage location overrun rule should be applied within a warehouse zone or across warehouse zones. The following settings can be assigned:
  • Cross-warehouse zone
    (PRIORITY_ZONE]

  • Warehouse zones
    (ZONE_PRIORITY)
Report using check digit

The reporting via a check digit includes the following optional attribute.

Attribute

Description

Explanation

checkDigitRequiredReport using check digitYou can use this attribute to specify whether the confirmation of inventory orders must be linked to the specification of a check digit.
Storage strategies

When specifying the storage strategies, you must either specify the identification (attribute: code) of an existing storage strategy or you can define the storage strategy yourself via the import. If you specify an existing storage strategy, the remaining attributes are determined by this storage strategy and do not need to be explicitly specified in the import file. If you do not specify an existing storage strategy, you must specify the attributes marked with an asterisk (*). The specification of the other attributes is optional.

Further information on storage strategies can be found in this article: Introduction: Storage strategies.

Attribute

Description

Explanation

codeStorage strategyIdentification of the storage strategy
If you specify an existing storage strategy, you do not need to make any further entries for the storage strategies.
putStrategy (*)Put-away strategy
pickStrategy (*)Withdrawal strategy
putSortOrder (*)Put-away sort order
pickSortOrder (*)Withdrawal sort order
fixPutStrategy (*)Fixed location put-away strategy
fixPickStrategy (*)Fixed location withdrawal strategy
fillUpStrategy (*)Filling strategy
pickingStrategy (*)Picking strategy
blockPutIntervalDuration (time limit for bulk inventory additions)
clearSplitQuantitiesTime limit for bulk additions
itemMixAllowedSegregated item storage
identifierMixAllowedSegregated identifier storage
Storage restrictions

The storage restrictions include the following optional attributes.

Attribute

Description

Explanation

PutRestrictionPut-away restrictionIdentification of the put-away restriction to be used
PickRestrictionWithdrawal restrictionIdentification of the withdrawal restriction to be used
Voucher document templates

Optionally, you can import any number of voucher document templates. A voucher document template includes the following attributes. Attributes marked with an asterisk (*) must be specified. The specification of the other attributes is optional.

Attribute

Description

Explanation

document (*)Voucher typeThe following voucher types can be assigned:
  • Inventory order
    (TRANSPORT_ORDER)

  • Storage label
    (INCOMING_LABEL)

  • Storage label (relocation)
    (TRANSFER_LABEL)
medium (*)MediumThe following media can be assigned:
  • Printer
    (PRINTER)

  • Fax
    (FAX)

  • Email
    (EMAIL)
documentDefinition (*)Voucher document templateIdentification of the voucher document template
comunicationTypeRecipient addressRecipient addressing for the following media:
  • Email

  • Fax
preferredPreferredIf several output settings are stored for a voucher type, one of them must be marked as Preferred.

Warehouse zones

The storgate location control data includes the following information:

Warehouse zone data

A warehouse zone includes the following attributes. Attributes marked with an asterisk (*) must be specified when importing. The specification of the other attributes is optional.

Attribute

Description

Explanation

code (*)WarehouseIdentification of the warehouse zone
description (*)DescriptionDescription of the warehouse zone
locationOrganizationWarehouse organizationWarehouse organization of the warehouse zone
The following warehouse organizations can be assigned:
  • Simple warehouse
    (NONE)

  • High rack storage area
    (BIN_STORAGE)

  • Bulk storage
    (BLOCK_STORAGE)

  • Locations only
    (BULK_STORAGE)

If there is no warehouse organization in the import file, the warehouse zone is assigned the same warehouse organization as the warehouse.
qcStatusQA statusQuality assurance status (QA status) of the warehouse zone
The following statuses can be assigned:
  • Released
    (RELEASED)

  • In quarantine
    (QUARANTINE]

  • Blocked
    (ON_HOLD)

If there is no QA status in the import file, the warehouse zone is assigned the QA status of the warehouse.
use (*)UsageUsage of the warehouse zone
The following usages can be assigned:
  • Not specified
    (NOT_SPECIFIED)

  • Receipt of goods
    (RECEIVING)

  • Picking
    (PICKING)

  • Reserve
    (RESERVE)

  • Issue of goods
    (SHIPPING)

  • Inventory count differences
    (INVENTORY_DIFFERENCES)
ZoneTypeZone typeIdentification of the warehouse zone type
ownerInventory ownerIf the warehouse zone is further structured into storage locations, you must use this attribute to specify the partner identification of the inventory owner.
priorityPriorityPriority of the warehouse zone with which the warehouse zone is taken into account during put-away or waithdrawal.
If there is no priority in the import file, the value 0 is used.
Storage strategies

If no storage strategy is defined for the warehouse zone in the import file, the storage strategy specified in the warehouse data applies. The warehouse data for a warehouse zone includes the same attributes as for a simple warehouse.

Example of an import file for a structured warehouse

An XML file that can be used to import a structured warehouse with the necessary warehouse zones has the following content, for example:

<?xml version="1.0" encoding="UTF-8"?>
<semiramis xmlns="com.cisag.app.inventory.obj.StorageArea" xsi:schemaLocation="com.cisag.app.inventory.obj.StorageArea StorageArea.xsd" created="2005-12-15T11:14:17.428Z" locale="en-US-XMLSchemaCompliant" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
 <StorageArea xmlns="com.cisag.app.inventory.obj.StorageArea">
  <code>0006</code>
  <description>Structured warehouse</description>
  <locationOrganization>BLOCK_STORAGE</locationOrganization>
  <OrganizationalUnit>99000</OrganizationalUnit>
  <WarehouseManagementServer>Warehouse logistics server</WarehouseManagementServer>
  <StrategyData>
   <putStrategy>EMPTY_BIN</putStrategy>
   <pickStrategy>FIFO</pickStrategy>
   <putSortOrder index="0">0</putSortOrder>
   <putSortOrder index="1">1</putSortOrder>
   <putSortOrder index="2">2</putSortOrder>
   <putSortOrder index="3">0</putSortOrder>
   <pickSortOrder index="0">0</pickSortOrder>
   <pickSortOrder index="1">1</pickSortOrder>
   <pickSortOrder index="2">2</pickSortOrder>
   <pickSortOrder index="3">0</pickSortOrder>
   <fixPutStrategy>NOT_PREFERRED</fixPutStrategy>
   <fixPickStrategy>NOT_PREFERRED</fixPickStrategy>
   <fillUpStrategy>FIXED_BIN</fillUpStrategy>
   <pickingStrategy>ANY_BIN</pickingStrategy>
  </StrategyData>
  <Zones>
   <code>INV</code>
   <description>Inventory difference zone</description>
   <locationOrganization>NONE</locationOrganization>
   <use>INVENTORY_DIFFERENCES</use>
  </zones>
  <Zones>
   <code>WA</code>
   <description>Goods issue zone</description>
   <locationOrganization>NONE</locationOrganization>
   <use>SHIPPING</use>
  </zones>
  <Zones>
   <code>WE</code>
   <description>Incoming goods zone</description>
   <locationOrganization>NONE</locationOrganization>
   <use>RECEIVING</use>
  </zones>
  <Zones>
   <code>Z1</code>
   <description>Storage zone 1</description>
   <locationOrganization>BLOCK_STORAGE</locationOrganization>
   <use>NOT_SPECIFIED</use>
   <qcStatus>RELEASED</qcStatus>
   <Owner>00000</Owner>
  </zones>
 </StorageArea>
</semiramis>

Overview: Attributes

The attributes of the individual business objects that are available for import are listed below. The corresponding relationship name is also included for foreign key attributes. The identification and mandatory fields are subject to change and can be extended by making adjustments.

The identification attributes (key attributes) are identified by a (K).

Header data

Storage location (StorageArea)

The identification of a warehouse consists of the warehouse and ZEROGUID in the parent attribute. The parent attribute cannot be imported; it is generated automatically.

Attribute

Description

Explanation

addressDataAddressDataAddress data
See this chapter Address data (AddressData)
checkDigitRequiredReport using check digit
ClassificationClassificationClassification
code (K)Warehouse (technical identification)
Mandatory if the guid was not specified when changing/deleting.
descriptionDescription
guid (K)Technical identification for the modification/deletion of already stored data, if known
inventoryChara
cteristicsPrio
rity
Inventory owner
inventoryOutpu
tSettings
Output settings
See this chapter Output settings (InventoryOutputSettings)
locationOrgani
zation
Warehouse organization
locationPriori
ty
Storage location priorities for put-away
See this chapter Part Put away according to storage location priorities (locationPriority)
materialTypeMaterial category
Note: This information is only relevant for warehouse zones.
negativeOnhand
Allowed
Allow negative inventory
organizational
Unit
Organizational
Unit
Site
ownerOwnerInventory owner
ownerSequenceOwnerSequenceInventory owner sequence
See this chapter Inventory owner sequence (OwnerSequence)
ownerSequenceS
ource
Permit multiple inventory owners
packagingPropo
salType
Packaging
physicalInvent
oryCostCentre
PhysicalInventoryC
ostCentre
Cost center
physicalInvent
oryCostObjecti
ve
PhysicalInventoryC
ostObjective
Cost unit
pickingStrateg
yData
PickingStrategyDat
a
Withdrawal strategy
See this chapter Withdrawal strategy (StrategyData)
pickingStrateg
yDataUse
Withdrawal strategy setting
pickRestrictio
n
PickRestrictionWithdrawal restriction
putRestrictionPutRestrictionPut-away restriction
qcStatusQA status
reservationSup
ported
Reservations
responsibleResponsibleEmployee responsible
strategyDataStrategyDataPut-away strategy
See this chapter Put-away strategy (StrategyData)
strategyDataUs
e
Put-away strategy setting
subdividedUsing warehouse zones
transportOrder
Grouping
Grouping setting for inventory orders
See this chapter Inventory order grouping (TransportOrderGroupingInfos)
transportOrder
Sorting
Sorting setting for inventory orders
See this chapter Inventory order sorting (TransportOrderSortingInfos)
warehouseIndicates whether a warehouse or warehouse zone is affected. The attribute can be exported. An import is excluded.
warehouseManag
ementServer
WarehouseManagemen
tServer
Inventory management server
warehouseTypeCategory

Address data (AddressData)

The address data is stored in the database as a hash code business object and is displayed as a part for export/import.

Attribute

Description

Explanation

addressData.cityAddress - City
addressData.co
untry
addressData.Countr
y
Address - Country
addressData.po
Box
Address - P.O. Box
addressData.
poBoxCity
Address - P.O. Box City
addressData.
poBoxPostalCod
e
Address - P.O. Box Postal code
addressData.
postalCode
Address - Postal code
addressData.re
gion
addressData.RegionAddress - Region
addressData.st
reet
Address - Street

Part Put away according to storage location priorities (locationPriority)

Attribute

Description

Explanation

overflowRuleAA-item priorities
overflowRuleBB-item priorities
overflowRuleCC-item priorities
priorityZoneOrderSearch direction on overrun
usedUsed

Inventory order grouping (TransportOrderGroupingInfos)

Attribute

Description

Explanation

ldtGuidGUID of the logical data type of the attribute hook
See this chapter: Inventory order sorting (TransportOrderSortingInfos)
logicalDataTypeLabel of the grouping characteristic (logical data type)
See this chapter: Logical data types of the grouping and sorting criteria
parentWarehouse reference
Logical data types of the grouping and sorting criteria

The entries for the adjustable grouping and sorting criteria are individual logical data types.

Logical data type

Label

com.cisag.app.inventory.location.
TransportOrderDetailCriterionWarehouseArea
Warehouse area
com.cisag.app.inventory.location.
TransportOrderDetailCriterionLocationKind
Storage location category
com.cisag.app.inventory.location.
TransportOrderDetailCriterionBin
Location
com.cisag.app.inventory.location.TransportOrderDetailCriterionLevelLevel
com.cisag.app.inventory.location.
TransportOrderDetailCriterionRow
Series
com.cisag.app.inventory.location.
TransportOrderDetailCriterionZone
Warehouse zone
com.cisag.app.inventory.location.
TransportOrderDetailCriterionAisle
Aisle
com.cisag.app.inventory.location.
TransportOrderDetailCriterionLocationType
Storage location type
com.cisag.app.inventory.location.
TransportOrderDetailCriterionInventoryItemHierarchy1
Inventory item classification 1
com.cisag.app.inventory.location.
TransportOrderDetailCriterionInventoryItemHierarchy2
Inventory item classification 2
com.cisag.app.inventory.location.
TransportOrderDetailCriterionInventoryItemHierarchy3
Inventory item classification 3
com.cisag.app.inventory.location.
TransportOrderDetailCriterionInventoryItemHierarchy4
Inventory item classification 4
com.cisag.app.inventory.location.
TransportOrderDetailCriterionInventoryItemHierarchy5
Inventory item classification 5

Inventory order sorting (TransportOrderSortingInfos)

Attribute

Description

Explanation

directionSorting direction
ldtGuidLabel of the sorting criteria (logical data type)
See this chapter Logical data types of the grouping and sorting criteria
logicalDataTypeGUID of the logical data type of the attribute hook
See this chapter Logical data types of the grouping and sorting criteria
parentWarehouse reference
sequenceSequence

Inventory owner sequence (OwnerSequence)

Attribute

Description

Explanation

owners [0-9]OwnersInventory owner sequence

Output settings (InventoryOutputSettings)

Attribute

Description

Explanation

communicationT
ype
CommunicationTypeCommunication method
documentVoucher type
The following voucher types are available:
  • Inventory order

  • Storage label

  • Storage label (relocation)
documentDefini
tion
DocumentDefinitionVoucher document template
guid(K)Technical identification for the modification/deletion of already stored data, if known
mediumOutput medium
preferredPreferred
organizational
Unit
OrganizationalUnitOrganization
warehouse.ware
house
WarehouseWarehouse
warehouse.zoneWarehouse zone
warehouseAreaWarehouseAreaWarehouse area

Put-away strategy (StrategyData)

When importing a warehouse, you can either use an existing put-away strategy or define a new put-away strategy.

Attribute

Description

Explanation

blockPutInterval
  • amount

  • uom
UomTime limit for bulk inventory additions
  • Quantity value

  • Unit
codeStorage strategy
crossDockingStrategyCross-docking strategy
crossDockingTimeLimit
  • amount

  • uom
UomCross-docking validation horizon (duration)
  • Quantity value

  • Unit
fillUpPickingLocationsWithReplenishmentFirstProvide picking locations first
fillUpStrategyFilling strategy
fixPutStrategyFixed location put-away strategy
inventoryCharacteristicsPriorityInventory owner
packagingProposalTypePackaging
pickingWarehouseStructureWarehouse structure observation
putPurityRestrictionFilling restriction
putSortOrderPut-away sort order
putSortOrderDirectionPut-away sort order direction
putStrategyPut-away strategy

Withdrawal strategy (StrategyData)

When importing a warehouse, you can either use an existing withdrawal strategy or define a new withdrawal strategy.

Attribute

Relashionship

Explanation

clearSplitQuantitiesFirst remove partial quantities from storage
codeStorage strategy
fixPickStrategyFixed location withdrawal strategy
inventoryCharacteristicsPriorityInventory owner
packagingProposalTypePackaging
pickingAcrossOwnersWithdraw for multiple inventory owners
pickingStrategyPicking strategy
pickingWarehouseStructureWarehouse structure observation
pickSortOrderWithdrawal sort order
pickSortOrderDirectionWithdrawal sort direction
pickStrategyWithdrawal strategy

Warehouse zones

Warehouse (StorageArea)

The identification of a warehouse zone consists of the warehouse zone and the GUID of the associated warehouse in the parent attribute. The parent attribute cannot be imported, it is generated automatically.

Note
The warehouse zones of a warehouse are also defined in the business object Warehouse (StorageArea).

Attribute

Relationship

Explanation

code(K)Warehouse (technical identification, in this case for the warehouse zone)
Mandatory if the guid was not specified when changing/deleting.
descriptionDescription
guid(K)Technical identification for the modification/deletion of already stored data - if known
inventoryCharacteristicsPriorityInventory owner
locationOrganizationWarehouse organization
materialTypeMaterial category
negativeOnhandAllowedAllow negative inventory
ownerOwnerInventory owner
ownerSequenceOwnerSequenceInventory owner sequence
See this chapter Inventory owner sequence (OwnerSequence)
ownerSequenceSourcePermit multiple inventory owners
packagingProposalTypePackaging
physicalInventoryCostCentrePhysicalInventoryCostCenterCost center
physicalInventoryCostObjectivePhysicalInventoryCostObjectiveCost unit
pickingStrategyDataPickingStrategyDataWithdrawal strategy
See this chapter Withdrawal strategy (StrategyData)
pickingStrategyDataUseWithdrawal strategy settings
priorityPriority
qcStatusQA status
reservationSupportedReservations
StrategyDataPut-away strategy
See this chapter Put-away strategy (StrategyData)
strategyDataUsePut-away strategy settings
subdividedUsing warehouse zone
transportOrderGroupingSetting of inventory order grouping
See this chapter Inventory order grouping (TransportOrderGroupingInfos)
transportOrderSortingSetting of inventory order sorting
See this chapter Inventory order sorting (TransportOrderSortingInfos)
typeZoneTypeWarehouse zone type
useUsage
warehouseIndicates whether a warehouse or warehouse zone is affected. The attribute can be exported. An import is excluded.

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