Plan input imports

Overview

The Plan Inputs importer adds inputs to existing draft plans, one CSV row per input, with the parent plan identified by plan_id. A single file can target multiple plans. This importer only creates plan inputs. It never modifies the parent plan itself, and because a plan can legitimately hold multiple inputs for the same part, per-row updates are not supported. To rebuild a plan’s inputs, use the Replace existing inputs option.

plan_id | part_number | revision | quantity | due_date   | serial_number
    | WIDGET-A    | A        | 10       | 2026-05-01 |
    | WIDGET-B    | A        |  5       | 2026-05-01 |
    | WIDGET-C    | B        |  1       | 2026-05-01 | SN-12345

Import options

Option	Default	Description
Replace existing inputs	Off	When enabled, the targeted plans’ existing inputs are removed and recreated from the CSV. When disabled, imported inputs are added to the existing ones.

Columns

Column	Required	Description
`plan_id`	Yes	ID of the parent plan. The plan must exist and be in draft status.
`part_number`	Yes	Part number of the input. Matched case-insensitively.
`revision`	No	Part revision. If omitted and the part has exactly one revision, that revision is used; multiple revisions produce an ambiguity error asking you to specify one.
`quantity`	Yes	Input quantity. Must be a non-negative integer.
`due_date`	Yes	Due date for the input, such as `2026-05-01`.
`serial_number`	No	Serial number for the input.
`name`	No	Display name for the input.
`is_generate_new_demand`	No	Whether the input generates new demand. Boolean field (see accepted values).
`is_independent`	No	Whether the input is independent. Boolean field (see accepted values).

Plan inputs can only be added to draft plans. Rows referencing a plan in any other status fail with a row-level error, as do rows referencing a plan ID that doesn’t exist.

This importer does not support custom attributes. Any column outside the list above causes a validation error.

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Overview

Import options

Columns

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Overview

Import options

Columns