Menu Path: System Administration Imports Inventory Inventory Quantity Import
Import inventory quantities from an external file.
Use Inventory Quantity Import to import product quantities.
Note This import does not post to the general ledger. You must manually post journal entries to the general ledger inventory account(s) for imported inventory quantity changes.
For import format information, see Inventory Quantity Import Format.
To import inventory quantities:
Select whether you want to validate and import valid data from a file, validate and import all data from a file if it is all valid, or only validate data in a file.
Enter or select the inventory quantity import file.
If you want to create new zones and/or bins during the import process, select the Create Zones and/or Create Bins check box.
Click the Print Options tab, and select output options for the import report.
Click the Import or Validate button in the ribbon to start the import and/or validation process. The Importing dialog box appears. The Current Status field displays the status of the import, including any error messages.
If the import file format is not correct, the import is not completed.
You can import from the following file types:
Excel (.xls, .xlsx, .xlsm, or .xlsb)
Note If you import from an Excel workbook that contains multiple worksheets, data is only imported from the first worksheet in the workbook.
comma-separated list (.csv)
text (.txt)
data (.dat)
Note To import a .csv file, enter your data in Excel, and then save the worksheet as a .csv file. Each field in a .txt or .dat file must be separated by a caret (^) character. There should be no spaces between each field in a .csv, .txt, or .dat file.
Button |
Description |
Exit |
Click this button to close the Inventory Quantity Import window. |
Import |
Click this button to start the import process. This button is only available if you select the Import Valid Data (Skip Errors) or Import if all Data is Valid radio button. |
Validate |
Click this button to start the validation process. This button is only available if you select the Validate Only radio button. |
Import Override Maintenance |
Click this button to display Import Override Maintenance, which allows you to set the default processing and file type options for the import window. |
Field or Button |
Description |
Select one of the following processing options:
|
|
Select this check box to create zones if zones are specified in the import file that do not yet exist in the database. |
|
Select this check box to create bins if bins are specified in the import file that do not yet exist in the database. |
|
Enter the path and file name containing the data to be imported, or click the Lookup button to navigate to and select the file. |
|
This field displays the current status of the import in progress. |
Field or Button |
Description |
Select one of the following output options:
|
|
Output File Type |
|
Specify File Name |
|
Output Directory |
Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared. |
Output File Name |
|
Excel Format Name |
|
Format Maintenance |
Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button. |
Save As Type |
|
Include header |
|
Delimiter |
|
Enclosing Character |
|
Printer |
|
These radio buttons are disabled in this window. |
|
These radio buttons are disabled in this window. |
|
These fields and radio buttons are disabled in this window. |
|
This field is disabled in this window. |
|
This field is disabled in this window. |
|
This field is disabled in this window. |
|
This check box is disabled in this window. |
|
This check box is disabled in this window. |
|
This check box is disabled in this window. |