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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 EBUS:

        • Access EBIS and go to the configuration screen.

        • Navigate to the import data module.

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

        • 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