After creating a batch using PIMDH as the source system (see: Creating Batches, you can review the batch records, make changes as necessary, and import the batch.

   To review the batch:

1. Navigate to the Import Workbench. Use the search fields to find a particular batch. For detailed information about each search field, see: To find a batch.

2. Click the Batch Summary column icon (eyeglasses) for a particular batch.

3. Review the Batch Summary page.

   See: To review batch records for a detailed explanation of this page.

4. If, after reviewing batch records, you need to take action, you can navigate to the Update Batch page in one of two ways:

   • From the Import Batches page, search for a batch. Click the Update icon in the row for the batch.

   • From the Batch Summary page, Unimported Items tab, click the Update icon for a particular type row.

5. Review each batch item in the Update Batch page tabs. Some key fields in the tabs are described below.

   • Confirmed tab

     • Match Status - displays an icon representing the match status. Match statuses include:

       • Single Match

       • Cross-Referenced

       • New Item

     • Item, Description, and Long Description - display the item name and descriptions as they appear in PIMDH.

     • Revision Label - displays the item revision planned for import. This column is only shown if included in the display format.

       Note: All of the columns up to the Revision label are fixed and always present. The columns between the Revision Label and Import Ready are determined by the display format.

     Click Search Batch Items to search the batch items by item, item description, and item catalog category. Click Show All to reset the table and show all of the confirmed items in the batch. Click Import to initiate the import process, during which you can review and modify change management options. See To import a batch for more information about the import process.

     Use the View field to change the display format between:

     • List View - lists some key item information, similar to the item information in the Batch Summary page.

     • Compare View - Item information is listed in columns, with the attributes to import listed in rows. All attributes to import are listed, independent of the display format.

   • Imported tab

     • Details - Click Show in the Details column to open a table at the bottom of the page that indicates the errors per item. The table displays:

       • Entity - the entity (such as a user-defined attribute) where the error occurred.

       • Message Text - explains the details of the error.

       • Message Date

       • Message Type - an error or a warning.

     • Last Import ID - the concurrent request ID of the last import.

     • Last Import Date

     • Last Import Status - displays the concurrent request import statuses:

       • Success - indicates the importing of all attributes.

       • Partial - indicates the importing of only some attributes due to validation errors, change order policies, or security restrictions.

       • Error - no item attributes were imported.

     • New Item Request - displays the name of the new item request that the system creates during import. Click on the new item request name to go to the New Item Request summary page. A return link brings you back to the Update Batch page.

       Note: When importing style items with SKUs, the style item is processed first, then the associated SKUs, resulting in two new item requests. If you want to include the style item and SKUs in the same NIR, then you must move the SKU line items from their draft NIR to the style item draft NIR. See: Creating New Item Requests for more information on working with NIRs.

     • Change Order - displays the name for the change order associated with the item as part of the last import request. The change order can either be system generated or entered by the user, depending on the change type. If the last import request for an item did not create a change order, then the value for that item row is blank. Click on the change order name to go to the Change Order summary page. A return link brings you back to the Update Batch page.

     The columns between Last Import Status and New Item Request are self-explanatory.

     You can select items and click Re-Import to initiate the re-import process. The process takes you to the change order page. You can review and modify the change order if necessary and click Apply. A concurrent request initiates the re-import process.

6. If you are importing structures, review the structure details.

   Navigate to the Compare Structure page. From the Import Workbench search results, Structure Details column, click the structure details icon for a batch.

   • Structure region - provides summary information about the batch.

   • Components region - shows a single-level view of the components to import.

   • Component Actions - reported as Add, Modify, or Delete.

   • PIMDH Component and Op Seq - Columns are self-explanatory

   • Next Level - If multiple levels exist, you can use the Next Level number link to click down to the same information for components at each level of the structure.

   • Details region - shows the attributes for the components or items, depending on what you have chosen to view in the Attributes field.

   • Actions - optionally, select one of the following, then click Go:

     Batch Summary - return to the Batch Summary page.

     Concurrent Requests - view the status of concurrent requests ran previously.

     Import - creates a concurrent request to import the structure.

   To import a PIMDH batch:

The process of importing a PIMDH batch is the same as the non-PIMDH process. See: To import a batch.