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Batch/Bulk Delete Master Parts Records

This article provides a step-by-step walkthrough of workflows for performing a batch/bulk delete of Master Parts Records through EBIS 5 Data Import Tools

⚠️NOTE: This operation requires a user to have an Advanced Access level user profile with Data Import abilities activated.

Introduction:

Within EBIS 5's Master Parts module, individual Master Parts records can easily be deleted through the hamburger menu located in each MP record:

In instances where parts administrators need to remove a batch of Master Parts records at once (EX: Failed Data Import) EBIS' data import tool can be used to efficiently delete multiple records in one action.  See below for a walkthrough of this workflow. 

Video Walkthrough:

Walkthrough | Bulk Delete MasterParts Records with Data Import Tools 👩‍💼 - Watch Video

 

Key Steps:

  1. Export Master Parts List:

    • Go to the master parts module.

    • Click on the export icon to download the master parts list as an Excel file.

  2. Identify Parts to Delete:

    • Open the downloaded Excel file.

    • Identify the parts to delete and keep only the part numbers.

    • Add a new column named "delete" and mark the parts to delete with "yes" or "true".

  3. Save File:

    • Save the Excel file with a name that identifies the master parts cleanup.

  4. Import Data into EBIS:

    • Access EBIS and go to the configuration screen.

    • Navigate to the import data module.

    • Select "master parts" and choose "update existing records only".

    • Upload the cleaned-up Excel file with the marked parts for deletion.

  5. Confirm Import Mapping:

    • Verify the mapping of the part number and the delete column.

  6. Initiate Import Action:

    • Click on import, confirm the action, and let EBUS process the deletion.

    • If import results in Errors, download error report and submit to EBIS Support.

  7. Verification:

    • Check the system to ensure that the deleted parts are no longer present.

Cautionary Notes

  • Ensure that you have the correct permissions and access level to perform this operation.

  • Double-check the parts marked for deletion before proceeding with the import.

Tips for Efficiency

  • Keep the Excel file organized with only the necessary information to streamline the deletion process.

  • Regularly spot-check the system to confirm that the deleted parts have been successfully removed.

Link to Loom

https://loom.com/share/a3ddce9d3abf4c179bcd8aee9c28a5c2?src=composer