Is there a way to do an excel upload of the exact SKU list of inventory IDs we wish to have counted? (that do not share the same ABC code, class, or otherwise – Just a literal list of which ids we wish to have counted)
I have read around and seen articles on importing the sheets of the inventory count totals, how to set up inventory counts by code or class or warehouse – However, this is about uploading the actual list of requested specific SKUs to count.
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Inventory counting method for file upload
Best answer by lairdtim
Here’s our XML and a screenshot. The XML should contain the data provider; it’s just product codes so I don’t think there is anything I’d need to worry about confidentiality on. Like I mentioned above, we learned after this that limiting ourselves in a count type to a specific warehouse isn’t the best idea (at least for us)--take advantage of the system having multiple layers of filters that get applied when the PI is created.
+11Hi
Please refer to the youtube link below, hope it helps you.
Best Regards,
NNT
I have devoted my time and deep passion to Acumatica! 🌐 https://www.linkedin.com/in/truongpham80
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We’ve done this with an import scenario. Create a physical inventory type of “By Inventory”, and the “Selection Method” under Inventory Item Selection is “List of Items”. I’ve included a screenshot of our import scenario below. The source file just has three columns--the Inventory Type ID (a physical inventory type you’ve already created), the warehouse ID (which you can leave off as we discovered--see below) and the inventory item ID.
What we’ve learned as we’ve worked through figuring out how to do physical counts is that you can do quite a bit with the combination of a list of stock items in Inventory Item Selection, the warehouse when preparing a count, and the “Location Selection” either in the type or when preparing the count. Don’t limit your count type by plugging in any more detail than you need.
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Would you be able to either share the XML or let me know which screen to select in the header of the scenario? I can otherwise copy your row rules there, but wasn’t sure which screen to put in the settings up top. Either or. Thank you.
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Here’s our XML and a screenshot. The XML should contain the data provider; it’s just product codes so I don’t think there is anything I’d need to worry about confidentiality on. Like I mentioned above, we learned after this that limiting ourselves in a count type to a specific warehouse isn’t the best idea (at least for us)--take advantage of the system having multiple layers of filters that get applied when the PI is created.
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