Start Import IM Adjustments


Used to import Inventory Adjustment entries from a Database table or a csv file. The import file can be created by a custom barcode program that writes to a database table or manually entered in a spreadsheet.  


When this function is run, the date effective (from the .cvs file or database table) is used to get a valid Accounting Period which includes that date. If no valid Accounting Period is found,  an error message 'Effective date has no valid Accounting Period' is displayed and the adjustment will be rejected.


See Registry for Start Import IM Adjustments for the entries needed to configure this function.

Range Screen:

Import From: Database - Text CSV File

Choose whether you will be importing from a database table or a csv file.

If you choose to import from a table, the checklist will appear with available (unposted) transactions.

If you choose to import from a csv file, you will browse and choose the file and the checklist will appear.

Select the transactions to be posted and hit Go.

A message will display when the import is complete.  

If there are failed transactions, a file containing those transactions will be created and the location of the file will be displayed in a message box.  The Email-to address define in the registry will also receive an email.  A user needs to go to that file and fix the errors which will be noted in the file.

The user should then run the manual function selecting the csv file, and browse to and choose the fixed file.

Start Import IM Adjustments (Automated) may be used to run this function as a scheduled event:  

Spreadsheet Format:

The import expects a header row; the file must be comma delimited. The specifications are as follows:

Date - date(10) (if blank today's date) format (YYYY-MM-DD)

Transaction Type  - char(10) values Loc-to-Loc, Loc-to-Job, Job-to-Job, Job-to-Loc

Inventory Item    - char(30)

Serial Number    - char(30) (If the use serialized inventory)

Quantity          - decimal (12,6)

Unit Cost        - decimal (10,3) (ill default from sampro if empty

From-Workorder    - char(10)

From-Job          - char(15)

From-JobCostCode  - char(30)

From-JobBillItem  - char(15)

From-CostCategory - char(15)

From-Location    - char(10)

To-Workorder      - char(10)

To-Job            - char(15)

To-JobCostCode    - char(30)

To-JobBillItem    - char(15)

To-CostCategory  - char(15)

To-Location      - char(10)

Database Table Format:

If the import is from a database table, see your Support Rep for assistance.