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#26723 - 03/28/11 11:58 AM Import Stock Transfers
Brian Puddington Offline
Adagio Ace

Registered: 06/09/08
Posts: 225
Loc: Montreal, Canada
I am attempting to import a file containing about 1500 items from various locations and import them into a single location using the IC Import Stock Transfers function. I have tried with both Excel and csv files. Regardless of the file type, it goes through the verification process successfully and appears to import successfully, finally giving the message that the import was successful. It does not, however import anything. After this apparently successful import, absolutely no stock has moved. Everything is exactly as it was before the "successful" import.

Any ideas?
_________________________
Brian Puddington
Geneva Financial Systems
Montreal

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#26724 - 03/28/11 12:07 PM Re: Import Stock Transfers [Re: Brian Puddington]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11520
Loc: Vancouver, BC Canada
Hi Brian,

From the Import Stock Transfer notes in the Help file, accessible from the main help Contents menu from the Importing link, and then the link specifically to Import Stock Transfers:

Importing Stock Transfers writes to a transaction list but does not post. You must open the Enter Stock Transfers function in order to post the Transfers and update the item quantities and locations.

Importing always appends to the transaction list. Previous entries do not have to be posted before importing. However, they will all have the same Date and Reference.


If you open the Edit Stock Transfers function, do you see the imported transactions, ready to post?

Importing Receipts and Shipments will also post at the same time, but importing other transaction types will not. Perhaps this is useful so that you can verify that the information is correct (via a GridView view 'report' or manual inspection) before you post.
_________________________
Regards,
Softrak Tech Support

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