1. In the side menu, display the “Project Module" options. 2. Select the “Massive SMR" option as the image shows.
Download the example template in .xls format.
Important: This column is mandatory. To associate CPO items to Work Packages, complete the CPO column.
Important: This column is mandatory. Fill CPO item Column.
Important: The quantity item in the SMR must be less than or equal to the CPO Item quantity. This is a mandatory field. Type a value in SMR Item Quantity.
Important: This column is mandatory. Complete “Work package” column with the number associated with each SMR item.
Important: This column is mandatory. Fill “ZI Partner” column with the ZI code associated with each item. (It’s not the site name)
Important: This column is optional. Complete model site column.
Important: This column is mandatory. Fill “Sales Item” column.
Important: This column is mandatory. Complete “site type” column with “Green Field” or “Roof Top” option, as the image shows.
Important: This column is mandatory. Complete the Due Date, Colum, this date must be greater one day to the date of SMR item creation.
Important: This column is mandatory. To finish, type an SMR Responsible.
Once you have your .xls document with the required fields complete, click on "Browse" button and upload the document from your computer.
1. To discard the uploaded file, click on "Remove" red button. 2. To modify or upload a new file click on "Browse" blue button.
To finish click on "Import file" blue button, as the image indicates.
Your file has been imported. To any error, review the .xls file. If you have another bug with the Massive SMR importer, please get in touch with our team to firstname.lastname@example.org.
You will receive a message via email, indicating the number SMR processed, as the image shows.
In email notification the IPI Tax or ICMS divergence columns, it means that Zina has found a potential problem with the tax of CPO in relation with the sales item that will be sold. It's just a potential risk and does not prevent the SMR to be created. Logistics team will evaluate case by case.