Inventory upload by warehouse

This function allows you to upload inventory from a spreadsheet to Enrich by warehouse. It can be used on an on-going basis. Note that average cost can never be updated; it should only be taken from the spreadsheet when performing an add. In addition, all bins are defined with the maximum physical size.

It uses the format file FFAECPP. The format file and Excel spreadsheet can be found on our secure website at https://secure.richer.ca/index.php/support/upload-files.html; you will have to sign in with your online help desk ID.

1. At the EMMS main menu, select Administration | System | Inventory Upload by Warehouse. The Inventory Upload enter screen appears.
2. Fill in the fields identifying how the upload should be performed.

   Action If Stock Bin Location Not Foundidentifies what the system should do if a stock bin location being uploaded is not found in Enrich. This can only be entered if Edit Only = No. You can click on the Prompt button to select the action from a list. Valid actions are:
        1 - Create Stock Bin Location
        2 - Do Not Create Item
        3  - Create Item Without Location

   Action If VMRS Not Found identifies what the system should do if a corresponding VMRS item is not found for an uploaded item. This can only be entered if Edit Only = No. You can click on the Prompt button to select the action from a list. Valid values are:
        1 - Do Not Create Item
        2 - Create Item Without VMRS

   Cycle Count Methodis the default cycle count method to use if that spreadsheet column is empty. It is optional. You can click on the Prompt button to select the method from a list.

   Default 2nd Description From VMRS If Blankidentifies whether or not the second description of an item should be defaulted with the VMRS description if it is otherwise blank. This can only be entered if Edit Only = No.

   Edit Onlyidentifies whether or not the data should be edited only.

   Exit On Erroridentifies whether or not the upload should be ended on encountering an error. This can only be modified if Edit Only = No.

   Item Categoryis the default item category to use if that spreadsheet column is empty. It is optional. You can click on the Prompt button to select the category from a list.

   Product Categoryis the default product category to use if that spreadsheet column is empty. It is optional. You can click on the Prompt button to select the category from a list.

   PST Exemptidentifies whether or not the items will default to a PST exempt status.

   Purchase UOMis the default purchase unit of measure to use if that spreadsheet column is empty. It is optional. You can click on the Prompt button to select the unit of measure from a list.

   Report Errors Onlyidentifies whether or not only errors should be included on the report.

   Stocking UOMis the default stocking unit of measure to use if that spreadsheet column is empty. It is optional. You can click on the Prompt button to select the unit of measure from a list.

   Update Item Details If Foundidentifies whether or not item detailed information should be updated if differences are found. This can only be entered if Edit Only = No.

   Warehouseis the default warehouse to use if that spreadsheet column is empty. It is optional. You can click on the Prompt button to select the warehouse from a list.

3. Click Enter . The upload will be performed.
   • Duplicates may be an error based on the business parameter setting. If the business parameter for Allow Duplicates is Yes or No, the part number must be unique. If the business parameter is "Yes, by mfg", the part/manufacturer must be unique. To take this concept further, the combination of item/manufacturer can also only exist in the spreadsheet once. Having it in the upload twice causes problems because the data on one would override the other. This means you cannot use a single upload to add the part to 2 different warehouses; however, the spreadsheet could be copied, the warehouse changed to the next one, and another upload done.
   • If a part already exists and the spreadsheet does not contain data for a particular field, Enrich will keep the previous data for that field. This means you can never use the upload to purposefully blank/zero a field. The end result is that a part can be added with the bare minimum of part #/description/expense flag/replenishment method/warehouse. Everything else will remain blank of default as required. A part can be changed with only the part/warehouse supplied. When doing a Parts & Pricing upload, warehouse is not required, but vendor is required.

Back to System or Uploads