To Import the Count Data From an Excel Spreadsheet

You can import the count data from Excel spreadsheets by using the Physical Inventory Review (IN305010) form.

Note: To open any form, you can navigate to it or search for it (by its name or by its form ID without periods). For more information about search capabilities, see Search.

Before You Proceed

Review the Excel spreadsheets with the count results. Make sure the resulting quantities are displayed without any typos, and correct any errors you find.

To Import the Count Data From an Excel Spreadsheet

  1. Open the Physical Inventory Review (IN305000) form.
  2. In the Reference Nbr. box, select the identifier of the count you are participating in.
  3. On the Physical Inventory Details tab, click Load Records from File on the table toolbar.
  4. Use the File Upload dialog box (which appears) to locate the file with the count results. Click Upload.
  5. In the Common Settings dialog box, which appears, leave the default values and click OK.
  6. In the Columns dialog box, which appears, perform mapping for each column from the file to a column available on the form as follows:
    • In the Column Name column, select a column that is available in the uploaded file.
    • In the Property Name column, select a column to be updated from the columns available on the form.
  7. Click OK to close the dialog box.
  8. When you notice a green icon on the form toolbar indicating that the import has been performed successfully, review the values that have appeared in the Physical Quantity and Variance Quantity columns.
    Note: If the source file includes multiple lines with a particular item, the Physical Quantity column shows the resulting quantity for all the source lines with the same inventory ID, subitem, warehouse location, and lot/serial number.
  9. If you notice a red icon on the form toolbar, this means that the import process has failed. Review and correct the errors as follows:
    1. On the title bar in the top right corner of the form, click Tools, then click Trace.
    2. Review the error log for errors, and correct the errors in the original file (Excel spreadsheet).
    3. Save the original file and repeat the import.
  10. On the form toolbar, click Save.