Field Transaction Import

The Field Transaction Import tool allows clients to import data into Parts Inventory using the Warehouse Operations program. This tool allows you to import stock counts, update part quantities, and transfer data using a PDA/Bar Coding device or other inventory device that requires an export.  You can import data from an ASCII file or an ODBC compliant database.  

  1. To use this tool, check to make sure Warehouse Operations is the default mapping.
  2. Then, browse out to the location where you've placed your BarCodeData.txt file. Refer to the Warehouse Barcoding Device manual for additional information.
  3. To use this tool for a custom import, you are required to map data from the import file/database to the appropriate fields in the Lucity modules (i.e. you must map fields to existing inventory records; you cannot create inventory records in the field).

    Note:  This tool will only be available if you have purchased a licensed copy of the Parts Import program.  See your system administrator for further details.

To access the Parts Import tool, select Inventory > Field Transaction > Import and the following window will appear:

Inventory Import

In This Section

Field Functions

ODBC Database Setup

Field Mapping

Import

Review and Post

See Also

Inventory

Getting Started

Warehouses

Parts Inventory

Transactions

Purchase Orders

Vendors

PO Setup

Warehouse Operations Barcoding Device

Barcode Reports