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- SAP to EDGEBIC: The Data Mapping Reference
Mapping SAP data into EDGEBIC is a column-mapping exercise rather than a development project: you export items, work centers, routings, open orders, and optionally confirmed hours to Excel or CSV, then drag each source column heading onto the matching EDGEBIC field once and save it as a reusable import mask. This reference lists what maps to what, which columns are mandatory, how unit conversion and blank cells behave, and what every row outcome means when a run finishes.
EDGEBIC by User Solutions integrates with SAP through those masks rather than a certified connector, so nothing is installed inside the ERP and nothing enters its transport or upgrade path. If you have not read the end-to-end version, start with the complete SAP integration guide. This post is the lookup table you keep open while building masks.
The load order
Import in dependency order. Later files reference records that earlier files created.
| # | SAP export | EDGEBIC entity type | Depends on |
|---|---|---|---|
| 1 | Items / materials | Product | Nothing |
| 2 | Work centers | Workcenter | Nothing |
| 3 | Routings / operations | BOR (bill of routing) | Items and work centers |
| 4 | Open production orders | SalesOrder | Items |
| 5 | Confirmations (optional) | Actuals | Scheduled jobs |
Two entity types have no SAP origin and are built from a spreadsheet you write yourself: Shift (one row per shift with a start and end pair per weekday, a blank pair meaning the day is off) and PlantHoliday (closures by name and date). These two define the calendar every date is computed against, so they deserve ten careful minutes rather than five.
Auto-create is on by default, so a routing file naming a work center that has not been imported yet creates it on the fly. That is a useful safety net and a poor strategy: an auto-created work center has a name and nothing else, meaning one machine, no shift assignment, and no efficiency. Load the work center file properly first.
Items to Product
| EDGEBIC target field | Mandatory | Source column |
|---|---|---|
Product_Id | Yes | The item identifier. Natural key, matched case-insensitively |
Product_Name, Description | Descriptive text | |
UOM | Unit of measure | |
Unit_Price, Lead_Time, Category | Optional planning and quoting attributes | |
Size, Weight, Country_Of_Origin | Optional descriptive columns |
Only the identifier is required. Everything else can arrive later through a second, narrower refresh file, because blank cells preserve existing values on an update run. Watch identifier formatting across exports: matching ignores case but not leading zeros, so make every export render the identifier the same way.
Work centers to Workcenter
This is the file where scheduling accuracy is won or lost, because it carries capacity.
| EDGEBIC target field | Mandatory | What it drives |
|---|---|---|
Workcenter Id | Yes | Natural key. Routing steps match on it |
Workcenter Name | Label on the Gantt and in reports | |
Number_Of_Instances | How many identical machines the center holds. Blank defaults to 1 | |
Capacity, Efficiency | Rated capacity and the efficiency applied to it | |
Setup_Time_Hours | Default setup, overridden per routing step where present | |
Hourly_Rate | Cost rollups | |
Is_Bottleneck | Marks the constraint so the engine can anchor around it | |
One_Per_Day_Flag | One job per machine per day, for long-changeover centers | |
Use_Global_Shifts, Shift_Names | Calendar assignment | |
Pieces_Per_Hour | Rate-based capacity where the center is measured in output | |
Min_Batch_Size, Max_Batch_Size | Batching limits | |
Is_Active, Color, Type | Housekeeping and Gantt color |
Number_Of_Instances is the highest-value column on the page and the one most SAP exports do not carry, because ERP data models generally describe a work center as a capacity figure rather than a count of machines. A cell of four identical machines imported with one instance produces a plan roughly four times too long, and it fails quietly: nothing errors, the dates are simply wrong. Fill it deliberately for every multi-machine center. The arithmetic is in how EDGEBIC calculates work center capacity.
If your export expresses capacity as an available-hours figure that already embeds a machine count, do not carry that number into Capacity unchanged while also setting instances, or you will count the same capacity twice. Pick one representation: instances plus the shift calendar is the one the engine reasons about best.
Machine pools have no export column
Planners think in pools of interchangeable machines, and EDGEBIC models that as a work center group. The membership is not a static assignment: a routing step bound to a group re-evaluates every member on each reschedule, picks by strategy (earliest completion, primary first, or earliest start), and applies a per-member efficiency factor so a slower machine is chosen only when it still finishes first. Operations already started keep the machine they started on, because recorded work is never moved.
None of that fits in an export column. Import the members as ordinary work centers, then create the group inside EDGEBIC and add them: a one-time configuration per pool, and one of the settings that most changes what the schedule looks like. See how to create work center groups.
Routings to BOR
| EDGEBIC target field | Mandatory | What to put in it |
|---|---|---|
End_Prod | Yes | Item identifier this routing builds |
Sub_Prod | Yes | Work center id (operation row) or component item (material row) |
Op_Flag | Yes | True for an operation, false for a material or component |
No_Req | Yes | Hours required per unit |
Seq_No | Operation sequence, in gaps of 10 | |
Next_Seq | Leave blank; chaining happens automatically | |
Setup_Time | Setup hours at this step | |
Queue_Time | Buffer hours before the step may start | |
Flow_Step, Transit_Days | Overlap between steps, and transport time | |
Parallel_Op | Parent step's work center name for parallel or alternate steps | |
Alt_Type | Parallel-Independent, Parallel-Dependent, or Alternative | |
Res_Mult | Applicable machine instances for this step | |
Fam_Dept | Department for auto-created work centers |
Op_Flag is the field people get wrong first. True means "this row is an operation running on a work center". False means "this row is a component consumed at this point in the routing". Mixing them produces a routing full of work centers that are actually parts, and it is visible immediately in the graphical designer.
Why the import takes two passes
A routing cannot be written row by row, because step 10 must point at step 20 and step 20 does not exist yet. So the import runs in two passes. Pass one validates each row, resolves or creates the items and work centers it names, and buffers the row. Pass two groups the buffer by end product, sorts by sequence number, writes the steps, and wires the chain: 10 to 20, 20 to 30, and the terminal step to the finished item so the routing renders connected. Check that visually after the first import: a routing missing its final link draws as a chain floating free of the item it builds.
Two rules follow from the same mechanism. All of one item's steps must travel in one file, because a run wipes and recreates that item's steps on first reference, and splitting across two runs means the second wipe deletes the first run's work. And re-importing is safe for running orders, because every scheduled job carries a frozen snapshot of the routing it was planned with.
Outside processing maps cleanly as an operation row on a work center that represents the vendor, with the turnaround expressed as transit days. That keeps the outside time visible on the Gantt rather than buried inside one long step.
Orders to SalesOrder
| EDGEBIC target field | Mandatory | Source |
|---|---|---|
Product_Id(BOR) | Yes | Item being built |
Qty | Yes | Order quantity |
Job_Date | Yes | Release or start date |
Sales_Order(Ref#) | Order reference: shared references group into one sales order, jobs auto-number {Ref}-{line} | |
Job_Number | Your SAP order number carried across | |
Due_Date, Order_Date, Priority | Promise, entry, and ranking | |
Customer_Name | Auto-created when missing | |
Unit_Price, User_Notes | Optional |
Two mask options control the date logic when the export carries only one date: one treats the job date as the due date, the other derives the job date backward from the due date. Choose the one matching how your export is built, once, on the mask.
Confirmations to Actuals
Job number, work center id, and actual date are mandatory. Hours and pieces are both optional, and either can be derived from the other using the operation's rate. A Complete column marks the operation finished, and an explicit start column overrides the default of using the earliest imported date.
The import always overwrites the days a file carries, so re-running a corrected extract fixes the numbers rather than doubling them. Days a file does not mention are preserved unless you explicitly ask for them to be cleared. Actuals import last, because each row has to find an operation on a job that is already scheduled.
Conversions, blanks, and zeros
| Situation | Behavior |
|---|---|
| Minutes in the export | Conversion factor 0.016667 on that mask column |
| Seconds in the export | Conversion factor 0.000278 |
| Hours quoted per 100 pieces | Conversion factor 0.01 |
| Blank cell on an update | Existing value preserved |
| Zero in a cell on an update | Zero is written: it is a value, not a blank |
| Unmapped column | Ignored entirely |
| Mandatory field unmapped | Run aborts before reading any row |
| One bad row | Fails alone and the run continues, unless you choose strict mode |
Different columns in the same file can carry different factors, so a routing export mixing per-lot run times with per-changeover setup minutes lands correctly in a single run.
Reading the outcomes
Every row resolves to Created, Updated, Reused, or Failed. Reused is the default for a record that already exists, so a weekly item file of 8,000 rows reporting Created 14, Reused 7,986 is the desired result rather than a failure. When counts look wrong, the per-run log file carries one line per row with the exact reason for every failure.
What import cannot bring, and why it matters
The settings that most differentiate a schedule have no column in any ERP export: the sequence-dependent setup matrix, operator skills and certifications, work center group strategies, bottleneck anchoring, and lot streaming transfer batches. Those are configured once in EDGEBIC and then apply to every imported order afterwards. The EDGEBIC product overview maps the engine, and the ERP integration architecture explains why one mask design serves every ERP.
For the questions that come up before a project starts, see the SAP integration FAQ. The NetSuite and Sage references show how little the method changes from one platform to the next, and the ERP scheduling add-on page frames the category.
Each entity type has a short mandatory list and everything else is optional. Products need a product id. Work centers need a work center id. Routings need end product, step name, an operation flag, and hours required. Orders need product, quantity, and a job date. Actuals need job number, work center id, and the actual date. If a mandatory field is unmapped in the mask, the run aborts before reading a single row.
Use a conversion factor on that mask column. A routing time quoted per 100 pieces becomes per piece with a factor of 0.01, and a setup time in minutes becomes hours with 0.016667. The multiplication happens before the value is stored, so the file needs no pre-processing. Factors are saved with the mask, which makes the conversion permanent, repeatable, and auditable through the per-run log.
Dependency order: items first, then work centers, then routings, then open orders, then confirmations. Routings reference both items and work centers, and orders reference items, so loading upstream data first stops the auto-create behavior from inventing thin placeholder records. Auto-create is on by default and will fill gaps, but a record created that way carries only the name it was given.
By scheduling scope rather than by ERP structure. If plants share machines or transfer work between sites, import them into one database and use departments to group each site's work centers, because the engine can only balance load across resources it can see. If each plant plans independently, a database per plant keeps files small and each planner's view focused.
Expert Q&A: Deep Dive
Q: Our item identifiers come out of SAP with leading zeros in one export and without them in another. Will that create duplicate products?
A: Yes, and this is the one mismatch that case-insensitive matching cannot rescue you from. Natural-key lookups ignore case, so PUMP-A and pump-a resolve to the same record, but 0000123456 and 123456 are genuinely different strings and will create two products. The fix is on the export side and takes one pass: make every export render the identifier the same way, usually by formatting the column as text with the padding kept. Run a quick distinct-values check across your item file and your routing file before the first import, because a mismatch caught then costs minutes, while the same mismatch caught after routings are loaded means a routing chain pointing at a product with no demand.
Q: We schedule three plants. Should routings for all three go into one EDGEBIC database, and what happens if the same part is made at two sites?
A: Put them in one database if the plants share capacity or hand work to each other, because that is the only way the engine can balance across them. A part built at two sites is then modeled once as a product with a routing whose steps name each site's own work centers, and the site grouping comes from assigning those work centers to departments. If the two sites genuinely build the part by different methods, give each version its own product identifier (something like PUMP-A-S1 and PUMP-A-S2) rather than trying to hold two routings under one name, since a routing import wipes and recreates a single product's steps on every run. Inter-site transport time goes on the routing step as transit days so it stays visible on the Gantt instead of hidden inside a longer operation.
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