Import Inventory Transfers

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.

Data Field Type(Length) Notes
Detail
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.
Quantity Number Transfer Quantity
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
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