Inventory Quantity Import Guide - Revision history

Freddy at 19:37, 29 March 2022

2022-03-29T19:37:03Z

DavidT at 20:06, 16 March 2022

2022-03-16T20:06:44Z

Freddy at 14:46, 20 October 2020

2020-10-20T14:46:05Z

Freddy at 13:03, 25 June 2020

2020-06-25T13:03:44Z

Freddy at 13:03, 25 June 2020

2020-06-25T13:03:06Z

Freddy at 13:01, 25 June 2020

2020-06-25T13:01:22Z

Freddy: /* Inventory Quantity Import File Definitions */

2019-05-15T16:36:54Z

‎Inventory Quantity Import File Definitions

Freddy at 19:31, 10 January 2019

2019-01-10T19:31:50Z

Freddy at 20:38, 27 December 2018

2018-12-27T20:38:59Z

Freddy at 15:43, 13 December 2018

2018-12-13T15:43:59Z

← Older revision		Revision as of 19:37, 29 March 2022
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	Every customer's data will have different issues that need addressing. Some of the issues will not make themselves visible until after the data has been imported and is in use during parallel testing. This is why it is critically important to perform an early import, and keep accurate notes on issues that need to be addressed on a supplemental import, or for a complete re-import. Some common things that need attention during Item Master data scrubbing include:		Every customer's data will have different issues that need addressing. Some of the issues will not make themselves visible until after the data has been imported and is in use during parallel testing. This is why it is critically important to perform an early import, and keep accurate notes on issues that need to be addressed on a supplemental import, or for a complete re-import. Some common things that need attention during Item Master data scrubbing include:
		+
		+	* '''Stock vs. Non-Stock''' - If the target item code in Adjutant is not set up as a stock item (ITEMMASTER.STKCODE=y) the quantities will not import and the file will be difficult to reconcile. Before importing the item quantities, run a SQL Query (ABIS-ONLY) in Adjutant using the item numbers from the import file to validate that every item in the import file is set up as a stocked item. Address any discrepancies as needed. Generally, the correct solution is to set up the item as a stock item in Adjutant.

	* '''Average Cost''' - The average cost for each imported quantity should be entered as the average cost per stocking unit. Verify that the source data has the correct cost per unit that matches the item's stock unit settings in Item Master. The imported average cost will be factored into the average cost calculations. Do not leave the average cost field empty.		* '''Average Cost''' - The average cost for each imported quantity should be entered as the average cost per stocking unit. Verify that the source data has the correct cost per unit that matches the item's stock unit settings in Item Master. The imported average cost will be factored into the average cost calculations. Do not leave the average cost field empty.

← Older revision		Revision as of 20:06, 16 March 2022
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	Menu Location: Transaction>>Importers/Exporters>>Item Control>>Inventory Qty Import		Menu Location: Transaction>>Importers/Exporters>>Item Control>>Inventory Qty Import

−	[[File:~~ITEMQTYIMP~~.png]]	+	[[File:Inventory_QTY_import.png]]

@@ Line 31: / Line 31: @@
 * '''Quantity''' - Verify that the quantities imported are entered in each item's stocking unit. If there are any customized stock units such as BAG250 or BOX1000, review the Item Master stock unit to confirm that the imported quantity relates to the item's stock unit.
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 '''Skip Asset Check:'''
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 Required fields are indicated with an *
-'''f1 - Lot''' - Lot number for lot controlled inventory. Do not use the Inventory Quantity import for coil items. Follow the [Coil Import Guide] for details on importing coil quantities.
+'''f1 - Lot''' - Lot number for lot controlled inventory. Do not use the Inventory Quantity import for coil items. Follow the [[Coil Import Guide]] for details on importing coil quantities. Make certain that any items imported with lot information are actually set up as 'Lot# Control' in Item Master. Importing lot data for non-lot-controlled items can adversely affect cost tiers and cost accounting.
 '''f2 - PrintLabel''' -  Enter a 'Y' to indicate that a label should be printed
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 '''f13 - Bin''' -  Item bin location. If the Bin does not exist in the Bin Control screen, the import program will add the needed Bin record.
 ==Inventory Quantity Import Additional Steps==
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 Run the Update Item OH/AL/OO (ITEMUPDATE) report after all quantities have been imported. This will update the Item Master on hand displays and item search results with the imported values.

@@ Line 87: / Line 87: @@
 '''*f8 - Qty''' -  On Hand quantity (in stocking unit) for the associated item
-'''f9 - ID1''' - If the item is a 'Track Length' item, enter the ID1 value here.  You can learn more about the 'Track Length' feature [[http://www.abiscorp.com/AdjWiki/TRACKLENGTH.ashx here]].
+'''f9 - ID1''' - If the item is a 'Track Length' item, enter the ID1 value here.  You can learn more about the 'Track Length' feature [http://www.abiscorp.com/AdjWiki/TRACKLENGTH.ashx here].
 '''f10 - ID2''' - If the item is a 'Track Length' item, enter the ID2 value here.

@@ Line 87: / Line 87: @@
 '''*f8 - Qty''' -  On Hand quantity (in stocking unit) for the associated item
-'''f9 - ID1''' - If the item is a 'Track Length' item, enter the ID1 value here.  You can learn more about the 'Track Length' feature [[TRACKLENGTH here]].
+'''f9 - ID1''' - If the item is a 'Track Length' item, enter the ID1 value here.  You can learn more about the 'Track Length' feature [[http://www.abiscorp.com/AdjWiki/TRACKLENGTH.ashx here]].
 '''f10 - ID2''' - If the item is a 'Track Length' item, enter the ID2 value here.

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 '''f4 - OwnerID''' -  Inventory Owner organization ID. If left blank, the import request screen can fill in the Owner for ALL imported records.
-'''f5 - HeldFor''' -  Inventory Holder organization ID. If left blank, the import request screen can fill in the Held For for ALL imported records.
+'''f5 - HeldFor''' -  Inventory Holder name from the HOLDER rule, which must also match a valid organization ID. If left blank, the import request screen can fill in the Held For for ALL imported records.
 '''f6 - Serial''' -  Serial ID for serialized inventory items
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 '''f11 - Bin''' -  Item bin location. If the Bin does not exist in the Bin Control screen, the import program will add the needed Bin record.
 ==Inventory Quantity Import Additional Steps==

← Older revision		Revision as of 19:31, 10 January 2019
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−	==General Import ~~Template File~~ Notes==	+	==General Data Import Notes==

−	*Template files are typically generated from their respective Import screen using an 'Export Template' button.	+	Refer to the [[Data Import General Information]] page for information and guidance on general import timeline, formatting import templates, as well as how to ensure you are using the most current template information for data imports.
−	*Using the 'Export Template' button from an updated system will help ensure that you are using the most up-to-date import file, and will help avoid errors.
−	*Templates generally (but not in all cases) contain 3 rows of header information.
−	**The first row is generally labelled with f1 through f## and is used to give a consistent column id to ~~each data column. Do not remove this row unless instructed.~~
−	**The second row is labelled with the ~~column data/field name. The values in this row are used~~ for ~~the file mapping screen. Editing these values is generally not needed~~ and ~~may make the field mapping process difficult.~~
−	**The third row (if present) is labelled either with the same values from row 2, ~~or with more detailed field descriptions. The third row is available to create a customer-friendly name for the associated data column.~~
−	***The third row should be removed from the source file prior to importing. It will cause errors since it will be treated as ~~the first import record on the file.~~
−	Import files MUST always be saved as ~~'Microsoft Excel 5.0/95 Workbook (.xls)' format until further notice. The import screens will generate errors if the file type is not correct.~~
−
−	*It is a good idea to ~~perform a Mapping Table Import~~ using ~~a current source list before beginning on any imports. Without a current mapping table,~~ the ~~quality of imports can be compromised. The Mapping Table Import only needs to be run once on a newly set up Adjutant system. It does not need to be run before each import.~~
−	**Export a current ~~list from the Mapping Table Import screen from an updated system (or contact your Implementation Consultant~~ for ~~an updated file).~~
−	**Perform a Mapping Table Import on the target system with the XLS file from the step above.

← Older revision		Revision as of 20:38, 27 December 2018
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	While the Inventory Quantity import can be used for lot controlled items, it should not be used for coil items. Follow the [Coil Import Guide] for detailed information on how to import coil items.		While the Inventory Quantity import can be used for lot controlled items, it should not be used for coil items. Follow the [Coil Import Guide] for detailed information on how to import coil items.

−	'''IMPORTANT!!''' - Perform the Cost Tiers Import for all imported quantities to establish the historical receipt cost tier. The purchase order receipt process automatically builds cost tier data, but the quantity import process does not create cost tier data. Failing to import cost tiers for the imported quantities can have adverse effects down the road during procurement and production processes. Follow the [[Cost Tiers Import Guide]] for details on importing cost tiers.	+	'''IMPORTANT!!''' - Perform the Cost Tiers Import for all imported quantities to establish the historical receipt cost tier. The purchase order receipt process automatically builds cost tier data, but the quantity import process does not create cost tier data. Failing to import cost tiers for the imported quantities can have adverse effects down the road during inventory, procurement, and production processes. Follow the [[Cost Tiers Import Guide]] for details on importing cost tiers.

← Older revision		Revision as of 15:43, 13 December 2018
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−	'''File Name~~(Header)~~/Browse:''' Use the Browse button to locate and select the completed Inventory Quantity import template file (in XLS format).	+	'''Item File Name/Browse:''' Use the Browse button to locate and select the completed Inventory Quantity import template file (in XLS format).

	'''Export Template:''' Generates a blank Inventory Quantity import template file		'''Export Template:''' Generates a blank Inventory Quantity import template file