Special Function: Importing Parts

If Parts data is collected outside the Lucity system it must be imported to keep the Parts Quantities and Costs up to date. Bulk Parts Transaction information can be imported into the system using the Import and Update program and the Transaction Staging module and must go through the following steps:

  1. Imported - The data must be loaded into the Transaction Staging module using Lucity's Import and Update program.
  2. Validated - In Transaction Staging an administrator runs a Validate Imported Data toolkit against the data to make sure it is formatted correctly. Note: This step is not required since the next step posting data will also validate data; however, some users may find they want to take this step first separate from posting data.
  3. Posted - The data is pushed from the Transaction Staging module into the Parts Inventory using a Post Adjustments toolkit.

More information about Import and Update 

More information about Transaction Staging