1. Import Structure
System Admin -> Data -> Data Import -> Import Loader Format
The import structure is created similarly to those corresponding to the import of products, inventory moves, invoices etc.
2. Import File
The import file needs to be mapped correctly to the import structure.
The format of the file needs to be CSV.
3. Temporary Import (ImportFileLoader)
System Admin -> Data -> Data Import -> Import File Loader.
Select the file constructed at step 2 and the import format from step 1.
The imported lines will be available in the Import Inventory & Values window.
4. Actual Import from Temporary Table
System Admin -> Data -> Data Import -> Import Inventory & Values.
You can click on the Import Inventory (SocrateOpen) button from any line.
Process parameters:
Delete old imported records - it erases the records with the Imported checkbox;
All records - it will import all the records that do not have the Imported checkbox selected.
The lines that were impossible to import will not have the Imported checkbox and the Import Error Message field will be filled with the corresponding error message.
Note: The lines will be grouped by Organization, Movement Date, Warehouse and Business Partner.
Starting with v16.10 when using the I_Inventory_SO temporary table, accessible trough the Import Inventory window, you can import internal inventory use and internal inventory receipt documents by indicating the attribute instance id (M_AttributeSetInstance_ID).
Limit: not applicable when importing physical inventory documents;