BULK INVENTORY USAGE
- Vince Luong
- Amanda Thomas
Introduction
This feature will allow users to import inventory usage transactions in bulk from an file.
Prerequisites
System set up to use and track Inventory
KBA Articles:
Setup and Security
Navigate to Master → Security → User Profile → Module Permissions → Inventory → Tools → Utilities → Inventory Usage Import to set the user permissions:
Navigate to Inventory → Utilities → Inventory Usage Import
Importing a File
The import accepts an Excel (.xlsx) file like the one below:
Headers are not necessary in the file, but the values we wish to import must be in a specific order, the values accepted by the import are:
Division | A valid division code |
Location | A valid location code |
Lot | A valid inventory lot with inventory balance to use |
Item Code | A valid item code |
Adjustment Code | A valid adjustment code |
Usage Quantity | the amount of inventory to be used |
Usage Pack | the weight of the amount to use |
Comment | An optional comment string stored in the resulting inventory record |
On opening the usage import, the user is first prompted to enter an Adjustment Date, Default Adjustment Code, Default Location Code, and File Name. The Adjustment Date and File Name must be filled out by the user. The Default Adjustment Code and Default Location Code are optional because they can be set in the import file. If the Adjustment and Location codes are set in the file, the file will take precedence. Any Adjustment or Location codes that are blank in the import file can be set by using the drop downs below.
*NOTE - The Default Location Code option is only available in ERP 3.12.38+
After selecting a valid file and a date, the user presses OK to load the file and open the usage import form.
If the file loads successfully, the usage import form will display its contents. If there are any issues with loading field values, the form will display the errors on the specific fields. (those fields will need to be corrected before the file can be committed):
The adjustment date is always set to the date specified in the prompt. The file itself does not have a date field. All fields on the above screen are not editable.
*Note - Multiple Inventory Usages can be imported from the same file.
Committing the Import
Once the file has imported with no errors, the user can click the "Save" button to create the usage records:
Verification and Posting
Once the commit process has completed, the usage records will be created in ERP. Users can run inventory reports such as Inventory → Report Wizard → Inventory Balance Transaction Register to see the usages in the system. The usage records will also be available to post in Inventory → Utilities → Post to G/L: