You use this program to import stock count data captured using third party application software.
| Field | Description |
|---|---|
| Import | Validates the contents of the import file and import records if there are no errors. |
| Save Form Values | This option is only enabled in Design mode (Automation Design). Your selections are saved and applied when the
program is run in automated mode. Form values and defaults are applied at operator level. They are not saved at role or group level. |
| Field | Description | ||||
|---|---|---|---|---|---|
| Import method | |||||
| From file | Select this to import data from a file. | ||||
| Use data grid | Select this to enter the import data directly into the grid
of the Details pane You can paste the contents of an Excel spreadsheet into the grid. A blank line is created as the first line in the grid because by default, focus is set on the first editable line for all import program grids. |
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| File location | |||||
| Server | Indicates the import file resides on the server. | ||||
| Client | Indicates the import file resides on the client. | ||||
| File name | Indicate the name of the import file (include the full path). | ||||
| Review file | This loads the contents of the import file into the
Details pane, which lets you validate the
lines on the grid prior to importing the file. The
Import button is enabled only when all lines
are valid.
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| Field | Description |
|---|---|
| Warehouse |
Indicates the warehouse into which you want to import stock code quantities. |
| Warehouse description | Indicates the description for the warehouse code entered. |
| Create non-existent bins |
Creates a bin automatically if a stock code/bin number combination specified in the import file does not exist. The default bin location assigned to the stock code is not overridden. This option is only enabled if multiple bins are required and the setup option to allow the creation of bins when processing inventory transactions is enabled. |
| Create non-existent serial |
Creates serial numbers automatically if the stock code/serial number combination specified in the import file does not exist. This option is only enabled if the serial tracking system is required. |
| Create non-existent lot |
Creates lot numbers automatically if a stock code/lot number combination specified in the import file does not exist. This option is only enabled if the Lot Traceability module is installed as part of your license agreement. |
| Validate returns all records |
Produces a listing of the import file (including error messages) when you select to validate the import file. Otherwise the system merely indicates the number of records read and the number of errors found. |
| Ignore records from other warehouses |
Ignores any line in the import file that contains a warehouse code other than the warehouse for which the stock take capture is being performed. If you deselect this option and the warehouse code in the import file is blank (or is different to the warehouse code for which the stock take is being performed) the import fails validation and the records are not imported. You would typically deselect this option if you had an import file with counted quantities for a single warehouse and you wanted to ensure that the warehouse field on the import file contained only the code for that warehouse. |
| Add ECC entry for new warehouse | Imports revisions/releases not previously transacted in the warehouse for which you are importing the capture. This applies only to ECC-controlled items. The option is only enabled if Engineering Change Control is installed and Lot Traceability is not installed. If you are using the Lot Traceability module, then you must use the Create non-existent lots option to import new revisions/releases into a warehouse. |
| Capture ticket numbers | Enable this option if you want to capture (and
validate) ticket number details in the grid. The ticket
number cannot be blank and must be numeric. If a message is displayed about the ticket number but the column is not visible, use the Field Chooser function (right-click in the header row to display a shortcut menu) to assign the column to the listview. If the ticket number exists on file then the stock code and bin must be the same as the stock code and bin held against the ticket number. |
| Default capture method | |
| Increase | Adds the Quantity counted imported for the item to any quantity previously counted for the item. |
| Replace | Replaces any previously counted quantity for the item, with the Quantity counted imported. |
| Field | Description | ||||
|---|---|---|---|---|---|
| Print the Details | Generate a report of the contents of the Details entry grid. | ||||
| Email the Details | Generate an email of the contents of the Details entry grid. | ||||
| Print the Import Results | Generate a report of the contents of the Import Results pane. | ||||
| Email the Import Results | Generate an email of the contents of the Import Results pane. | ||||
| Email recipients | Indicate the email addresses of recipients to whom you want to email the information displayed in the output panes. | ||||
| Delete file after use | Indicate whether you want to delete the import file after
all records are successfully imported.
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| Close the application | Exits the program once processing is complete. Do not select this if you want to be able to view the information on screen when processing is complete or you want to print or email the contents of the Details and Import Results panes. | ||||
| Field | Description |
|---|---|
| Validate | This verifies whether there are any errors in the grid,
without actually importing records. Exclamation marks in the Validation status column indicates that one or more fields in the line are invalid. An explanatory error message is displayed when you hover your mouse pointer over the exclamation marks. |
| Prints the contents of the import file, or changes made in the grid. | |
| Export to Excel | Outputs data from the Details pane to an Excel spreadsheet. |
| Search text | |
| Clear | Clears the contents in the search text field. |
| Edit | |
| Copy | Copies the lines in the Details pane. |
| Paste (all columns) | Ensure that you have data for all the columns that can
appear in the data grid before selecting this option. When you select to Paste (all columns) the date you are pasting must be in the format CCYYMMDD. Although no validation errors are displayed, the date is not converted into your SYSPRO date format. |
| Paste (visible columns only) | Pastes data into the columns that currently appear in the
data grid, in the sequence that they appear. When you select to Paste (visible columns only) and the date you are pasting is not in CCYYMMDD format, you are prompted for the date format. The program correctly inserts it into the grid in the SYSPRO date format. |
| Duplicate | Copies the current row to the end of the data grid. |
| Find and Replace |
Displays a summary of the results of the validation/import.
This information can be printed or emailed providing you did not select to Close the application in the After processing completed section.
![[Note]](images/note.png)
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If Unit quantity processing is required for an item being imported from a file, then the quantity is entered at position 42 (Quantity captured) and the loose pieces at position 162 (Pieces). However, if you are entering quantities using the grid view, then the Quantity captured field caters for both cases and pieces (e.g. 20.4 indicates 20 boxes and 4 loose pieces. When you review the import file, the listview displays this as 20/04). |
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| Field | Start position | Field length and description |
|---|---|---|
| Header | ;SYSPRO IMPORT - Version=001 - INVP59 Mandatory entry of this comment on the first line of the import file to distinguish it from a SYSPRO 6.1 layout file. This comment is not case-sensitive. |
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| Line type | 1 | 1 This must be the character S to indicate a stocked line. |
| Warehouse | 2 | 10 Indicates the warehouse in which the stock code has been counted. If blank, it defaults to the warehouse entered in the Stock Take Capture program. Otherwise, it must match the warehouse selected for the stock take. If you leave this field blank and the import file contains stock take quantities for multiple warehouses and the Ignore records from other warehouses option is enabled, then the quantities are added to each warehouse for which you perform the stock take capture. |
| Stock code | 12 | 30 (Mandatory) If the stock item is held in cases and pieces, then the quantity counted must only refer to whole cases (i.e. no decimals must be specified). |
| Quantity captured | 42 | 20 (Mandatory) This quantity must be positive or zero. If the Unit of measure field is left blank, then it is assumed that the quantity is in the stocking unit of measure. If you enter a unit of measure in the Unit of measure field, then the quantity is converted into the stocking unit of measure using that entry. |
| Bin location | 62 | 20 If a bin exists against the selected warehouse, then the bin number must be entered. |
| Reference | 82 | 30 This can be blank. |
| Serial number | 112 | 50 If the stock item is serialized, then the serial number must be entered. You must create one line in the import file for each serial number of the stock item. |
| Pieces | 162 | 6 Indicate the number of broken units. This applies to stock items for which Unit quantity processing is required. This field is only used at the time of performing the actual import and is not displayed in the listview when reviewing the file. |
| Lot | 168 | 50 You can reuse the same lot number for different stock codes if the Use same lot on multiple stock codes option is enabled (Lot Traceability Setup). |
| Lot expiry | 218 | 8 Indicates the Lot number expiry date in the format CCYYMMDD. This date is only used and validated if an expiry date does not exist against the lot. The Lot Expiry date can only be pre-populated in the Stock Take Capture program if the record exists in the LotDetail file for that lot number and bin location combination. You have to capture the warehouse-lot-bin combinations and enter the relevant expiry dates before you do the stock take, or alternatively you have to enter the expiry dates for the new bin records while doing the stock take capture. In the Stock Take Capture program, when you enter a lot number that does not exist in the LotDetail file, you can indicate that the lot must be created and also set the expiry date. The lot is created once you confirm the stock take using Stock Take Confirmation program. |
| Version | 226 | 5 Indicates the ECC version number. |
| Release | 231 | 5 Indicates the ECC release number. |
| Ticket number | 236 | 15 |
| Unit of measure | 251 | 10 Indicates the unit of measure for the Quantity counted. You typically enter the unit of measure if the Quantity counted is not in the stocking unit of measure. When this is left blank, the program assumes that the Quantity counted is in the stocking unit of measure. |
| Field | Start position | Field length and description |
|---|---|---|
| Line type | 1 | 1 This must be the character S to indicate a stocked line. |
| Warehouse | 2 | 2 |
| Stock code | 4 | 30 |
| Quantity counted | 34 | 12 |
| Bin location | 46 | 6 |
| Reference | 52 | 9 |
| Serial number | 61 | 20 |
| Pieces | 81 | 7 |
| Lot | 88 | 10 |
| Lot expiry | 98 | 8 |
| Version | 106 | 3 |
| Release | 109 | 3 |
| Ticket number | 112 | 15 |
| Unit of measure | 127 | 3 |
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You can only perform the import if a stock take is currently in progress for the warehouse.
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Conditions under which subsequent serialized lines are ignored in the import file:
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Two or more lines in the import file are for the same manual serialized stock item.
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The same serial number has been specified against the lines.
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The import option: Create non-existent serials is enabled.
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Conditions under which subsequent EEC-controlled/traceable lines are ignored in the import file:
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two or more lines in the import file are for the same ECC controlled/lot traceable stock item
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the lot number against the lines is the same (but the revision/release numbers are different)
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the import option: Create non-existent lots is selected
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Operator access to the following activities within this program can be restricted. You configure this using the Operators program.
| Activity | Description |
|---|---|
| Listview/Forms - Export or print data | Controls whether an operator can print the contents of a listview and/or output the contents of a listview to an HTML page, XML document or Excel spreadsheet. |
| Maintain data in import programs | Controls whether an operator can maintain import data in a data grid within any SYSPRO import program before the import is performed. |
| Allowed to import from client | Controls whether an operator can use a SYSPRO import program to import data from a client machine (in a client/server environment). |
| File Browse on server (C/S system) | Controls whether an operator use the browse function to load the Browse on Files and Folders program to locate files on the server in a client/server environment. Operators can still navigate to a file or folder on the server by typing in the full path name in the entry field. |
Inserting Application Help
You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.
Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.
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Open the program for which you want to insert application help into a customized pane.
This functionality is only available for a program that has panes.
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Right-click any form field.
You can also click the triangle menu icon that appears in the title area of a pane.
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Select Insert Application Help from the context-sensitive menu.
The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.
Removing the Application Help pane
If you no longer want to display application help in a pane for your current program, you can simply remove it.
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Select the Close icon in the right-hand corner of the application help pane.
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Confirm that you want to delete the pane.