TABLE OF CONTENTS


Overview

There are three master data related with inventory which need to perform the migration.

  1. Item Locations
  2. Item Lot Locations
  3. Pallets

Item  Locations

User can enter the non-lot tacked item inventory balance in the Item Locations form under Master Files Maintenance. After download the Excel templates, user can open up the Excel with file name ‘Import-ItemLocations’ and input the inventory balance. The format of Item Locations import file is as below:

FIELDDESCRIPTIONDATA TYPEMAX LENGTHCAN ADDCAN EDITCOMPULSORY

whse_num

Warehouse number. Identifies the warehouse where the item is stored in

String

Must exist in Warehouses master

30

Yes

No

Yes

loc_num

Location number. Identified the specific location within abovementioned warehouse where the item is stored in

String

Must exist in Locations master

30

Yes

No

Yes

item_num

Item code. Identifies the item that is stored in the abovementioned warehouse and location

String

Must exist in Items master

30

Yes

No

Yes

qty_on_hand

Quantity on hand. The inventory balance of units in the warehouse location at the cut-off time

Numeric

NA

Yes (via import Excel file)

Yes (via import Excel file)

Yes

rank

Location ranking of the item. The system will allocate or issue the item based on item location ranking

Numeric

NA

Yes

Yes

Yes


Item Lot Locations

User can enter the lot tacked item inventory balance in the Item Lot Locations form under Master Files Maintenance. After download the Excel templates, user can open up the Excel with file name ‘Import-ItemLotLocations’ and input the inventory balance. The format of Item Lot Locations import file is as below:

FIELDDESCRIPTIONDATA TYPEMAX LENGTHCAN ADDCAN EDITCOMPULSORY

whse_num

Warehouse number. Identifies the warehouse where the item is stored in

String

Must exist in Warehouses master

30

Yes

No

Yes

loc_num

Location number. Identified the specific location within abovementioned warehouse where the item is stored in

String

Must exist in Locations master

30

Yes

No

Yes

item_num

Item code. Identifies the item that is stored in the abovementioned warehouse and location

String

Must exist in Items master

30

Yes

No

Yes

lot_num

Lot number. The designated lot number of the item in the warehouse location

String

30

Yes

No

Yes

qty_on_hand

Quantity on hand. The opening balance of units in the warehouse location at the cut-off time

Numeric

NA

Yes (via import Excel file)

Yes (via import Excel file)

Yes


Pallets

User can enter the pallet inventory balance in the Pallets form under Master Files Maintenance. After download the Excel templates, user can open up the Excel with file name ‘Import-Pallets’ and input the inventory balance. The format of Pallets import file is as below:

FIELDDESCRIPTIONDATA TYPEMAX LENGTHCAN ADDCAN EDITCOMPULSORY
lpn_numPallet license plate unique number.

String

30
YesNoYes

whse_num

Identifies the warehouse where the Pallet is located in.

String

Must exist in Warehouses master

30

Yes

No

Yes

loc_num

Identified the specific location within abovementioned warehouse where the Pallet is located in.

String

Must exist in Locations master


30YesNo
Yes
single_item
Identifies if the pallet only can receive single item number
String
Yes/No
Yes
Yes
(Only if no item in pallet)
Yes
usage_restrictionIdentifies the restriction of the usage for the pallet.

If For Customer is selected, this pallet only uses for customer picking for the selected customer
List:
1. No Restriction
2. For Customer
NAYesYesYes
cust_numIdentifies the customer codeString30Yes (Only if Usage Restriction is For Customer)Yes (Only if Usage Restriction is For Customer)
No

item_num

Identifies the item that is stored in pallet.

String

Must exist in Items master

30

Yes

No

Yes

lot_numIdentifies the lot that is stored in the pallet. Only applicable to lot-tracked item.
String

Must exist in Item Lot location master
30NoNoYes
qty_containedThe total quantity of the item inside the pallet.NumericNAYes
NoYes

uom

Unit of measure based on the item chosen.

String

Must exist in UOMs master

3

Yes

No

Yes