Inventory Transfer Import
The inventory transfer record is used to post details about per-location item inventory level changes when items are transferred between two locations. This basic inventory transfer decreases items in the source location and increases them in the receiving location, all in one step. You can create and update inventory transfer records using the CSV Import Assistant.
This record is available for import when the Multi-Location Inventory (MLI) feature is enabled, at Setup > Company > Enable Features, on the Items & Inventory subtab. When the feature is enabled, “Inventory Transfer” appears as a choice in the Record Type list on page 1 of the Import Assistant, when you set the import type to Transactions.
In the user interface, you access the inventory transfer record at Transactions > Inventory > Transfer Inventory. For help working with this record manually, see Transferring Inventory.
For details about fields that can be mapped in the inventory transfer record, see the SOAP Schema Browser’s inventory transfer reference page. You can use the field definitions here as a basis for creating your own CSV import template file. For information about working with the SOAP Schema Browser, see SOAP Schema Browser.
The Inventory Transfer import supports the import of Adjustments sublist data and when the Advanced Bin / Numbered Inventory Management feature is enabled, supports the import of Adjustments – Inventory Detail subrecord data. For more information about working with subrecords, see Importing Subrecord Data. For more information about working with Bin records, see Bin Import.
The Import Assistant is available at Setup > Import/Export > Import Tasks > Import CSV Records. After you select the record type for import, you choose the import character encoding. For more information, see Select a Record Type for Import and Choose Import Character Encoding.
Inventory Transfer CSV Import Example
The following example shows how you might structure a file for importing inventory transfer data.
|
External ID |
Date |
Location |
Transfer Location |
Subsidiary |
Item |
Quantity to Transfer |
|---|---|---|---|---|---|---|
|
Tran_001 |
4/19/2017 |
San Francisco |
Los Angeles |
US — West |
Suitcase — Medium |
500 |
|
Tran_002 |
4/20/2017 |
San Francisco |
Los Angeles |
US — West |
Suitcase — Large |
1000 |