Data Upload Part 2: Asset and Location

This blog series present the data setup through uploading data from excel templates.  Inventory module is discussed in Data Upload Part 1: Inventory Module.

Here are some background about excel templates and data upload:

• An excel data template is generated for each table in Calem. Customers can download the archive of all the templates at https://support.calemeam.com/view.php?id=4046. A customer account is required to download the templates.
• The Data Upload Guide has information for some tables that should not be uploaded including transaction tables that are generated in Calem. Customers can reference the Data Upload Guide at https://support.calemeam.com/view.php?id=3983. A customer account is required to download the Guide.
• The excel templates can be used to create new data or update existing data. So, you can use the same excel file to create data and make changes by uploading the file more than once.

This is the second part of the data upload tutorial. This blog serves as the detailed walk-through for the steps defined in Calem Setup Part 1: Asset and Location.

Step 1. Inventory 

Inventory module may be referenced by asset module based on your business requirements. Use resources below to set up inventory module.

• Upload via Excel Templates: https://www.calemeam.com/component/easyblog/upload-1-inventory-setup-by-data-upload?Itemid=250
• Setup steps via screens: https://www.calemeam.com/component/easyblog/data-setup-part-1-inventory-setup?Itemid=250
  

Step 2. Documents

Documents including photo, drawing, manuals are referenced by assets. Upload documents via Calem web client. See documents of Calem Setup Part 1: Asset and Location for more information.

Step 3. Asset Classes

• Asset class template: cm_categorization.AssetCategorization.xls
• Asset class has "Asset" flag set to "1".

• Asset item template: cm_in.Global_Items_AssetGroups.xls
  • Asset item is a global item with "Asset group?" set to "1".