Requirements for Inventory Worksheet CSV File Data

Your inventory worksheet CSV file should include both header and line-level data. Each row of the CSV file represents a transaction line, with repeated header field values, and a different item, new quantity, and new value for each line.

For more information, see:

Inventory Worksheet Field Details

The following tables provide details about the fields supported in a CSV file used for an inventory worksheet import.

Important:

A CSV file that contains different values for a header-level field is considered invalid. The same header-level field values must be included in each row, or all header fields must be blank after the first row. Or, you can omit header fields from the CSV file, and instead set default values for them on the Import Assistant Field Mapping page. See Assign Default Values during Field Mapping.

Header Field

Notes

Adjustment Account

Usually an expense account for inventory adjustments.

This field is required and should match the name of an existing account at Lists > Accounting > Accounts.

If the Use Account Numbers preference has been enabled at Setup > Accounting > Accounting Preferences, NetSuite recommends that values include both account number and name, such as 11000 Accounts Payable. Number-only values, such as 11000, also are supported. Name-only values, such as Accounts Payable, are not supported when this preference is enabled. If this preference is not enabled, name-only values should be used.

Note that account names may be non-hierarchical, even for sub-accounts.

Class

Must match the name of an existing class at Setup > Company > Classes.

Most CSV imports require the use of the full hierarchical name, but inventory worksheet import supports the use of the simplified name. For example, both Headquarters : Executive and Executive are supported.

Date

Required.

Default value provided if CSV file does not include this field.

Department

Must match the name of an existing department at Setup > Company > Departments.

Most CSV imports require the use of the full hierarchical name, but inventory worksheet import supports the use of the simplified name. For example, both Marketing : Marcom and Marcom are supported.

Location

Required if the Multi-Location Inventory feature is enabled.

Must match the name of an existing location at Setup > Company > Locations.

Most CSV imports require the use of the full hierarchical name, but inventory worksheet import supports the use of the simplified name. For example, for location name, both California : Los Angeles and Los Angeles are supported.

Memo

Provides a detailed description displayed in the transaction detail list and other reports.

Maximum length = 4000.

Posting Period

An error is returned if a closed period is specified.

Reference #

Used to track adjustments. This number appears on register and account detail reports.

Maximum length = 45.

Default value provided if CSV file does not include this field.

Note that if you provide a value that is already in use, an error occurs.

Subsidiary

Required for OneWorld accounts.

Must match the name of an existing subsidiary at Setup > Company > Subsidiaries.

Most CSV imports require the use of the full hierarchical name, but journal entry import supports the use of the simplified name. For example, both EMEA : Germany and Germany are supported.

Transaction Order

Required.

Must use one of the following values:

  • First transaction in day - posts the worksheet at the beginning of the day and does not include additional inventory transactions entered during that day for this worksheet.

  • Last transaction in day - posts the worksheet at the end of the day and includes all inventory transactions entered during that day for this worksheet.

Each line in the CSV file should include a different value for each line-level field.

Line-Level Field

Notes

Item

Required.

Item to be adjusted. Must match an existing item at Lists > Accounting > Items.

You cannot reference the same item in multiple lines.

Note:

By default item names should be used as values for this field, but you can also choose to use internal ID or external ID values. See Select Reference Types.

New Qty

Required.

The new total quantity on hand for the item.

New Value

Required.

The new value for the new quantity of item in stock.

Using IDs Instead of Names for Items

By default, the Import Assistant expects the values in the Item column of your CSV file to match the names of existing items in the system. You have the option of setting up the import to expect either internal ID or external ID values instead.

To set the Item field to use ID instead of name values, click its edit icon on the Field Mapping page, and in the popup, select either Internal ID or External ID.

Choose Reference Type field options in the Default Value or Reference Type window.

Example Inventory Worksheet CSV File

The following table illustrates a sample CSV file containing data for an inventory worksheet. Columns A-J contain header-level data, whereas columns K-M contain line-level data. Notice that the header-level fields include values only in the first row.

A

B

C

D

E

F

G

H

I

J

K

L

M

Date

Posting Period

Reference #

Adjustment Account

Subsidiary

Department

Class

Location

Memo

Transaction Order

Item

New Qty

New Value

7/22/2011

10100 Uncat Exp

USA

East Coast

July Cycle

Last Transaction in Day

Kid Sport Lunch Box

120

1200.00

Medium Cooler

255

5100.00

Small Icepack

125

500.00

Large Icepack

180

1080.00

Multicolor Snack Bag

60

480.00

Kid Flower Lunch Box

85

850.00

For more information about adjusting inventory, see Inventory Adjustments.

Related Topics

Single Inventory Worksheet Import
Using the Inventory Worksheet Import Assistant

General Notices