Acctivate allows you to import Inventory Transfer transactions. Refer to the table below for a full list of data fields available for import.
Map the columns from your spreadsheet, typically Product ID, Quantity and Warehouse information (To and From). Check out this article for step by step instructions to create and/or post Inventory Transfer session via the import.
If you are transferring lot/serial numbered items or between Bin Locations, one row in the Excel file must exist for each new Lot/Serial or Bin Location. The quantity for each row should correspond to that lot or serial number. This is a convenient way to process Inventory Transfers for a large number of products.
|Description||Char(4095)||Item Description (defaults to Product Description)|
|From Location||Char(80)||Warehouse Bin/Location where transfer originates. NOTE: One row in Excel file should exist for each unique From Location.|
|Lot/Serial #||Char(25)||Lot/Serial Control Number for this inventory. NOTE: One row in Excel file should exist for each unique lot/serial number.|
|Product ID||Char(40)||Required. Product in inventory.|
|To Location||Char(80)||Warehouse Bin/Location where inventory is moved to. NOTE: One row in Excel file should exist for each unique From Location.|
|Session Date||Date||Date of accounting transaction to update Acctivate inventory valuation. This is also the date for the Inventory Journal Entry. Defaults to today’s date if not provided, but it is recommended that the actual date for the receipt of goods be selected.|
|Session ID||Number||Not Recommended. Acctivate will assign the next available session number from the Numbers section of Configuration Management.|
|Transaction||Transaction section typically corresponds with each unique To/From Warehose specification|
|Description||Char(50)||Short, one-line description of Inventory Transfer transaction|
|Document Date||Date||Non-accounting date for receiving document.|
|From Warehouse||Char(50)||Warehouse ID or Name where inventory originates|
|Reference||Char(20)||An additional reference number from receiving document|
|To Warehouse||Char(50)||Warehouse ID or Name where inventory ends up|
|Transaction ID||Number||Not recommended. Acctivate assigns an incremental number for each transaction within a session (i.e., 1, 2, 3…)|
|Transfer Document||Char(15)||Reference Number for Transfer Document|