2.2.1. Selection of calculation files for transfer of data to bill of materials:<br>

### 2.2.1. Selection of calculation files for transfer of data to bill of materials:

The middle window displays a list of files imported by the user from InstalSoft software package into the project. Data for the bill of materials are transferred from these files. The bill of materials may be compiled from several calculation files generated by various applications by adding up the quantities of products.

! A “No material information in this file” message displayed upon importing data from calculation files into the bill of materials indicates that the version of InstalSoft software used does not feature the function enabling co-operation with Instal-mat and requires updating from the InstalSoft Web site.

The button on the right side of the window enables reading the quantities of materials from calculation files and importing them into the project. Upon clicking on this button an “Add calculation files to project” window appears with the options: “Add files” and “Cancel”. The “Cancel” button closes the file add window, while the “Add files” button enables selection of calculation files from various InstalSoft package software to be included in the bill of materials. Upon making the selection, information on the selected files (file name, access path, file type (name of file type) and date of last change in current project) is displayed in a table.

Other buttons are also available: “Delete files” and “Next”. The “Delete files” button removes the selected file from the list. The “Next” button moves you to the subsequent window “Select items for import”. Here the list of items taken over from individual files is displayed and grouped into separate tabs. Each tab is divided into two parts. The upper part lists items found in catalogues (items that can be imported), the lower part lists items that have not been located in available material catalogues (these products will be imported as user components and included in the bill of materials).

The window with the list of items that can be imported includes the following columns:

- Take over – products to be taken over from imported calculation files to the bill of materials are marked in the first column. By default all products are marked. You can unmark boxes beside the products you don’t want to put into the bill of materials. By pressing the right mouse button you gain access to “unmark all” / “mark all” functions that facilitate removing and selecting products.

- Existing – indicates these components, which have been assigned “existing” status in the imported calculation files. By default the existing components are not imported into the bill.

- Quantity – the quantity of products read from calculation files. At this stage the quantities of the same product taken from separate calculation files are not summed as the data from each file is placed on a separate tab.

- Cat. code – catalogue code of the product, assigned to the product in the material catalogue of a manufacturer/supplier.

- Item name – exact name of the product given in the material catalogue.

- Catalogue name – name of the catalogue of a manufacturer/supplier.

- Gr. – selection of the product target group. Items highlighted in yellow are present in more than one catalogue group of the given manufacturer/supplier. These items should be allotted to appropriate groups “manually”. This is done in a separate window “Select target groups for product”, which you can open by clicking on .

Instal-mat makes use of the available material catalogues that provide expanded data and additional descriptions of products. The structure of products and groups in these material catalogues may differ from that in catalogues utilized in calculation programs. Therefore, one product imported into the bill of materials may sometimes be in several Instal-mat product groups. Such a situation is accounted for and it is possible to separate out these items when importing.

! If the user does not allocate the products to appropriate groups, and the list includes products highlighted in yellow, it will not be possible to complete the import.
When such situation occurs, a red exclamation mark and warning: “Not all products allocated to groups” are displayed in the status bar at the bottom of the window. In addition, the “Finish” button on the “Summary” tab will be inactive. Use the “Back” button to go back to the tabs with products not allocated to appropriate groups (highlighted in yellow) and allocate these products or unmark them to disable their import. Upon allocating the quantities of individual products on each tab, the yellow highlighting disappears and the process of taking data over to the bill of materials can be completed.

In the lower part of the window is a list of components, which could not be located in the available material catalogues. These components can be imported as user components. By default all parts are marked for import. When removing or selecting products you can use the right mouse button to “Deselect all” or “Select all”.