Import into Worksheet From File
Inventory Control Menu -> Inventory Count -> Inventory Count Console -> IMPORT
button -> Import into Worksheet From File
A spreadsheet of Sales parts and/or Rental inventory can be
generated from the EXCEL output option of the Inventory Count Console, or a template can be
generated and the products manually entered, and once either
spreadsheet is saved to a "tab-delimited" text file this import
utility can be used to populate the Update
Inventory Worksheet where the correct quantity counts can then
be logged.
The values in the 'Division', 'Product' and 'Count' columns of
the spreadsheet will be imported.
The other columns on the spreadsheet include indicators in the
column headings as follows:
* - Always ignored on import to a new
or existing spreadsheet
@ - Only ignored when creating a new spreadsheet but use on
importing to an existing spreadsheet
% - Only imported for Serialized Sales parts
The import prompts are:
-
- LOCATION
- Accept the operator default location or select a location from
the drop-down list.
Only product records for this location will be imported into the
Worksheet from the import file, regardless of any other locations
reported on that import file.
This means if product records need to be imported for several
locations from an import file, each location needs to be imported
individually.
IMPORT INTO
- Select one of the following worksheet import targets:
- Click "New Worksheet" to delete any existing worksheet
for this location in Update Inventory
Worksheet and to create a new one containing only the products
on the spreadsheet.
- Click "Existing Worksheet" to import the count quantity
into an existing worksheet, adding the new records without deleting
the existing ones.
New Worksheet options:
- The following parameters only apply when a new worksheet is
being created, and are disabled if an existing worksheet is being
updated as these settings have already been defined:
- PRIMARY SORT
- When a new worksheet is being created the products are
populated by the import, and this filter can be used to define the
sort order on the worksheet.
Select one of Class, Group, or None.
COUNT DATE
- Enter the count date to apply for this update.
This date becomes the adjustment date when quantities are adjusted
in the inventory sub-ledger.
When the corresponding cost adjustments are posted to the G/L,
this date must then be within the adjustment date range selected in
Post Inventory Adjustments.
SORT BY
- Select one of the following sort options for the worksheet:
- Select Description to print in Product Description
order.
- Select Product# to print in Product Number order.
- Select Bin Location to print the report in Bin Number
order.
DOUBLE SPACED
- Check this box to space the report by printing on every other
line to allow for manual notes.
Uncheck this box to print the report on every line.
This uses less paper, but limits space for recording
notes.
NEW PAGE PER GROUP/CLASS
- This paging option only applies when the products are filtered
by Product Class or by Group.
Check this box to start each Class or Group on a new page based
on the selection filter above.
Uncheck this box to prevent starting a new page for each Class or
Group.
This field does not apply if the Select By choice is
"Product" or "Reporting Set".
Finished?
- Click ACCEPT to initiate the import or CANCEL to abort.
Import Process:
If the import action has been accepted for to create a "New
Worksheet", a warning is triggered if an existing worksheet for
that location exists and confirmation is required to
CLEAR it.
The Select a File to Upload utility is
generated to move the "tab-delimited text file from the Client to
the data directory on the Server and rename it as "worksheet.txt"
in preparation for importing it into Update
Inventory Worksheet.
A spreadsheet of the product records to be imported is generated
and any error conditions are noted on the column on the left.
The import will add products that have no quantities to the "blank"
worksheet page for the location.
Confirmation is required to complete the import of successful
entries to Update Inventory
Worksheet.
Topic Keyword: RSNQ60 (6661)