Import Batch Tracked Stock Lines

Diamond and Premier Only

This new feature enables the facility to import stock transactions for Stock items flagged as Serial or Batch tracked.

Installation

Stock Batch Update Installation Details

The Optional Features parameters allow an additional parameter screen to reference the data items on the input record for the batch code, quantity and any extra item details.

 To update the Optional Features select Utility Programs from the main menu followed by Stock Batch Update and Installation Details.  Select the required update definition and then choose Optional Features.  Screen 3 allows configuration of the batch import parameters.

Maximum Batch/Serial Items per Import Record – set the maximum number of batch/serial codes that will be expected on an import record.

First Data Item / CSV Column for Batch Code – reference the data item or CSV Column No that holds the first batch code for the import record.  This item should be the first in a series of N consecutive data items / CSV columns are expected to contain batch code data (where N is the maximum batch count above).

First Data Item / CSV Column for Batch Qty – reference the data item or CSV Column No that holds the first batch qty for the import record.  Again this item should be the first in a series of N consecutive data item / CSV columns that contain batch qty data.

Batch Codes Include Stock Code Prefix – if the Stock Batch Configuration set to prefix any batch code with the stock code set whether the batch code referenced on import data includes this prefix.

After setting the primary information for batch import you can optionally define the import of up to five extra confirmation details.  This may include the likes of expiry dates, the customer/supplier account code or order reference etc.

First Data Item / CSV Column for Extra Item X – reference the data item or CSV column no that holds the batch extra update item.  This item is either the first in a series of N consecutive data items / CSV columns or the value in this item is updated to all the batch codes referenced on the input record based on setting of next prompt.

Set – if set then a series of Nconsecutive data items or CSV columns are processed for the extra item update, if left blank then the data item referenced is updated to all batch records.

Batch Data Item for Extra Item X – reference data item on the Batch Record that the extra item is to be updated to.

Batch Transaction Data Item for Extra Item X – reference data item on the Batch Transaction Record that the extra item is to be updated to.