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Loading On-Hand Inventory


nshah90
Freshman I
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Is there a best practice guide to loading on-hand inventory for go-live?  

Some items maybe serialized. 

Best answer by Kandy Beatty

Hi @nshah90 

The best practice is usually to do a Receipt and under Inventory> Receipts. It’s the most simple way to do so. 

 

If items are serialized and auto numbered, Acumatica will populate those when you put in the line details. You can upload an excel based off the grid for receipts as well. However, if they are not auto numbered, you will need to fill in the Lot/Serial Number. The Line Details button will show you all the Lot/Serialized Numbers.

 

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3 replies

Kandy Beatty
Captain II
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  • Captain II
  • 2183 replies
  • Answer
  • February 3, 2023

Hi @nshah90 

The best practice is usually to do a Receipt and under Inventory> Receipts. It’s the most simple way to do so. 

 

If items are serialized and auto numbered, Acumatica will populate those when you put in the line details. You can upload an excel based off the grid for receipts as well. However, if they are not auto numbered, you will need to fill in the Lot/Serial Number. The Line Details button will show you all the Lot/Serialized Numbers.

 


nshah90
Freshman I
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  • Author
  • Freshman I
  • 33 replies
  • February 3, 2023

Amazing!  Thanks for the thorough explanation @kandybeatty49 !  


Kandy Beatty
Captain II
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  • Captain II
  • 2183 replies
  • February 6, 2023

Hi @nshah90 

Happy to help! :)


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