IMIMSITM Inventory Management Item Import Utility

Item Import Utility

 

Application Overview

 The purpose of this utility is to provide an easy way for a third party application to add items into Elliott.  It can also be used for transferring the item master records added in a different company or location.  It is very similar to the Elliott Sales Order Import utility.

 This utility will import from a fixed length ASCII file and append items in the ASCII file into the Elliott item master file.  An import journal will provide the details of the import result.  The utility will validate the data in the ASCII file before it adds to item master table.  A pre-interface report can be used to check for errors before importing.

 This utility makes it easy for a third party developer by requiring only the ITEM_NO & ITEM_DESC1 fields.  The other fields can be left blank.  When a field is left blank, it means “let the import utility determine the value.”  For example, if ITEM_STOCK_FLAG is left blank, then the default value should be “Y.”  However, the system will also check for DEFAULT-ITEM.  If it exists, then the value in this record will be used.

 This utility also makes it easy because the third party developer does not need to know all the associated tables that get updated when an item is created.  This includes the IMINVLOC and SYUSRIDX tables.

 As a result, a third party developer does not need to know how Elliott creates an item master record.  They simply create an ASCII file by supplying the values that are meaningful to them and leave all the other fields blank.  This import utility will assign the default values automatically.

 The utility is intended for adding items to Elliott and not intended for changing item data.

 

Import Item File

 By default, the import item file name is IMITMFIL.TXT.  However, you can change this to be any name you want, as long as you don’t use long file names.  The path can be any pre-defined path.  The default path and file name can be entered in the setup under Global Setup, Add-ons and Item Import Utility.  The system will use the default path and file name as defined in global setup, but the user can override it.

 The ASCII file to import does not have to provide all the fields in the item file.  When fields are not provided, default values are assumed.  Only Item Number and Item Description 1 are required.  Everything else can be left blank.

 The Item Import Utility is similar to Sales Order Import (used to import EDI sales orders).  It has two options; pre-interface and interface.  The pre-interface will print out a report showing the import data and will report if any of the data provided is invalid.  At the end of the pre-interface report, it will show the total number of errors it encountered so users can easily tell whether if there are any errors.

 The “Interface” produces a report identical to “Pre-Interface.”  However, it will actually add new items to the Elliott item master file based on the data in the interface file.  Once the interface is successful, it will delete the interface file.  If there are any errors in the interface, it will not interface the entire batch until the error is corrected and re-interfaced.  During the interface, you have the option to create other inventory location records.

CSV Import File

 In addition to the fixed length file, you can now import the items from a CSV file.  There is a separate menu for the CSV with the Pre-interface, Interface and Layout options.  The layout for the CSV import file is as follows:

 

 

Only Item Number and Item Description fields are required.  All other fields are optional and, if not provided, will assume a default value.  The default value can either be the Elliott’s default value when adding a new item or the value in DEFAULT-ITEM, if it exists.

The CSV Import option also supports copying a default value from another item.  If the item you are copying from is a Kit, Feature or BOMP parent item, then its components structure can be optionally copied as well.   A special feature will also make the copy from item as the only kit component if the copy from item is a regular item (not a kit or feature/option) and the copy to is a Kit item.

The CSV Import option can also automatically assign UPC codes upon importing new items.


File Layout for IMITMFIL.TXT (Page 1/3)

 


File Layout for IMITMFIL.TXT (Page 2/3)

 


File Layout for IMITMFIL.TXT (Page 3/3)

 

 

  • File layout is a fixed length ASCII file with CR/LF at the end of each record.
  • The data type “char” should be left justified.
  • The Numeric Field is free form text and can be placed anywhere in the space reserved.  The following are examples of valid numeric fields; “1.25”, “-1.25”, “+1.25”, “1.25-“, “1.25+”, “1.2”, “1”, “01.25”.  Make sure to verify the size and decimal precision capability of each numeric field.  Typically, NumericSA fields do not allow the value to be signed and NumericSTS allows signs.
  • The date field will be in NumericSA format.  However, you must provide the date data in YYYYMMDD format.
  • The following are required fields:
    • ITEM_NO
    • ITEM_DESC1
  • For the non-required fields, you can either leave them blank or you can provide a value.  When you leave the field blank, the system will default its value to data in item number “DEFAULT-ITEM”.  If “DEFAULT-ITEM” is not defined in the item file, the system will use the default value when you add a new item.
  • During import, the system will make sure ITEM_NO does not currently exist in the item file.
  • If the user provides a value for the following fields, then they will be validated against the corresponding master table.  We recommend you leave these fields blank and let system handle them with a default value if you don’t know what they are.
    • ITEM_PROD_CAT: Validate Product Category file
    • ITEM_USER_DEF_CD: Validate User Defined Code file
    • ITEM_MFG_LOC: Validate Location file
    • ITEM_MAT_TYPE: Validate Material Cost Type file
    • ITEM_SUBSTITUTE: Validate Substitute Class file
    • ITEM_PRIME_VEND_NO: Validate Vendor file
  • Typically, a flag may contain “Y” or “N”.  However, confirm the possible values of each flag in item file maintenance to make sure the value you provide is a valid choice.
  • Please leave ITEM_STYLE_CODE blank.
  • If you do not know the meaning of a field, leave it blank and the system can handle it with a default value.
  • If your UPC code is stored in ITEM_NOTE_1 – ITEM_NOTE_5, the system will make sure the UPC code is unique and passes the checksum validation.
  • The system will update the SYUSRIDX file for any item fields that are defined as a user search key.

 

 

 

Inventory Management

  1. Long-Term vs. Short-Term Inventory Quantity Available and Inventory with Time Line
  2. Introduction to Available to Promise (ATP)
  3. Inventory Aging Report by Location Sequence Produces Different Result Than by Other Sequence
  4. Inventory Aging Report Shows Different Age Between Single and All Locations
  5. Multiple Users Entering Physical Count Tag at the Same Time Issue
  6. Expand Item Description 1 and 2 Character Limit
  7. How Different is an IM Kit from a BOMP Kit?
  8. Explanation on Component Availability Inquiry
  9. How Is Shortcut Item Different from Kit Item?
  10. No Privilege to View Location History
  11. How to Calculate EOQ (Economic Order Quantity)
  12. Item Quantity Allocation Is Incorrect
  13. Reorder Advice Custom CSV Export Shows Zero Items
  14. Elliott Physical Count Processing
  15. Feature - Add-On Item Drill Down From Item Search
  16. Feature - Utility to Reset Item PTD Fields from Location History
  17. Feature - Inventory Snapshot
  18. Feature - ATP Regen to Consider Order Multiple and Economic Order Qty
  19. Feature - Item Master Activity Sub-Code
  20. Feature - Add Support for the Update of “Mostly Mfg Flag” in Change Existing Item Import
  21. Feature - Auto Delete BOMP Product Structure When Item Obsolete
  22. Feature - Item Linkage Report/Processing
  23. Feature - Added the Ability to Organize Product Categories by a New Product Category Group
  24. Procedure to Correct Bad Serial Number with Special Symbol
  25. Feature - Additional SY12MONS Updates
  26. Feature - Additional Activity Codes for Item Linkage CSV Report and Item Linkage Processing
  27. Feature - Item Number Wild Card Support for Starting Item Number
  28. Feature - Obsolete Kit Parent When First Component is Obsolete
  29. Feature - Show Items with Qty Variance on Tag Variance Reports
  30. IM01S3 Inventory Management Iten Audit Trail Report
  31. IM04S2 Inventory Management Inventory Transaction Audit Report
  32. IM02S2 Inventory Management Inventory Location Audit Trail Report
  33. IM03S1 Inventory Management Usage Exception Reports
  34. IM06SCN Inventory Management Stock Status Report
  35. IM08S1 Inventory Management Print Cycle Count Worksheet
  36. IM14S1 Inventory Management Item History Report
  37. IM19S1 Inventory Management Serial/Lot Stock Status Report
  38. IM19S2 Inventory Management Serial/Lot Issue History Report
  39. IM20S1 Inventory Management I/M Distribution to G/L Report
  40. IM26SCN Inventory Management Frozen Stock Status Report
  41. IM30S1 Inventory Management Kit Where-Used Report
  42. IM31S1 Create Unreleased POs by Vendor
  43. IM32S1 Inventory Management Kit Gross Requirements Report
  44. IM0201 Inventory Management Location Control File Maintenance
  45. IM0405 Inventory Management Available To Promise Inquiry
  46. IM0500 Inventory Management Stock Status Inquiry
  47. IM0500Q Inventory Management Stock Status Inquiry
  48. IM0700 Inventory Management ABC Analysis Reports
  49. IM0900 Inventory Management Reordering Advice Reports
  50. IM1000 Inventory Management Physical Count Processing
  51. Feature - Utility to Reset Item PTD/YTD Fields from Location History
  52. IM1100 Inventory Management Utilities Setup
  53. IM1201 Inventory Management Location File Maintenance
  54. IM1300 Inventory Management Recalculate Reorder Fields
  55. IM1400 Inventory Management Clear Item Accumulators
  56. IM1501 Inventory Management Product Category File Maintenance
  57. IM1601 Inventory Management Material Cost Type File Maintenance
  58. IM1701 Inventory Management Material Cost Type/Loc File Maintenance
  59. IM1801 Inventory Management Buyer/Analyst Code File Maintenance
  60. IM1901 Inventory Management Initialize Lifo/Fifo File
  61. IM1902 Inventory Management Adjust Item File to Lifo/Fifo
  62. IM1903 Inventory Management Serial/Lot Processing/Multi-bin Utilities
  63. IM1904 Inventory Management Serial/Lot Stock Status Inquiry
  64. Feature - Add Additional Record Types to Reorder Advise User-Defined CSV Export
  65. IM2500 Inventory Management Reset Allocated Quantities
  66. IM2700 Inventory Management Set Trx Audit File Beginning Balances
  67. IM2800 Inventory Management Freeze Inventory
  68. IM2900 Inventory Management Kit File Maintenance
  69. IM3301 Inventory Management Job Code File Maintenance
  70. IM3400 Inventory Management Job Analysis Report
  71. IMACTMNT Inventory Management I/M Account File Maintenance
  72. IMAGESCN Inventory Management Inventory Aging Report
  73. IMATPGSN Inventory Management Generate ATP File
  74. IMATPRSN Inventory Management Available to Promise Report
  75. IMBININV Inventory Management Bin Inventory File Maintenance
  76. IMBINMNT Inventory Management Bin File Maintenance
  77. IMBINTRN Inventory Management Inventory Transfer Processing
  78. IMCHGBIN Inventory Management Change Bin No/Pick Seq
  79. IMEXPTSN Inventory Management Export Item for Take an Order
  80. IMFRMMNT Inventory Management Item Label Form Setup
  81. IMGENMNU Inventory Management Generate Location History
  82. IMIMSITM Inventory Management Item Import Utility
  83. IMITMUDS Inventory Management Item User-Defined Fields Import Utility
  84. IMSUBMNT Inventory Management Substitute Item Class File Maintenance
  85. IMUSRMNT Inventory Management User-Defined Code File Maintenance
  86. IMVESMNT Inventory Management Vessel File Maintenance
  87. IMVLSMNT Inventory Management I/M Serial/Lot History File Maintenance
  88. Feature - Expanded Selection Parameters for Reorder Advise User Defined CSV Export
  89. Change - Update Both Kit Parent and Components Usage
  90. Feature - Create Price Code 1 from Item Minimum Price Utility
  91. Change - Available to Promise by Item Report - Add Item Description 2
  92. Feature - Support AR (Attribute) Type in Reorder Advise User Defined CSV Export
  93. Can System Default Item User-Defined Code?
  94. Feature - Item Label Printing Enhancements
  95. Feature - Ability to Initialize Character Fields During Change Existing Item Import
  96. Understanding Status Code at Inventory Transfer Dispatch Screen
  97. Feature - Support GTIN Based on Two Different UPC Codes
  98. Feature - Update Estimated Date/Time When Printing Transfer Tickets
  99. Feature - Allow Physical Count Tag Import Without Serial Number
  100. Feature - Delete Kit Components When Item Activity Code is Set to 'O'
  101. Feature - New QTYAVAILBYCOMP Attribute Fields
  102. Feature - Allow GTIN Maintenance in I/M Change Bin No/Pick Seq Processing
  103. Feature - Improvements to Reorder Advise Reports
  104. What Is the Difference Between INV_TRX_UN_COST and INV_TRX_NEW_AVG_COST in IMINVTRX Table?
  105. Feature - Added a Function "Create Inventory Trx CSV Import"
  106. Feature - Added Support to “Create I/M Trx CSV Import” for Kit Items
  107. Feature - Improvements to QTYAVAILBYCOMP and QTYAVAILBYCOMP2 Attributes
  108. Feature - Add Desc2 Column to Item Linkage CSV Report
  109. Feature - Numeric Item List Changes
  110. Feature - Added 1C and LD Column Types to Reordering Advise User Defined CSV Export
  111. What's the Difference Between Lead Time & Planning Lead Time?
  112. Explanation of ATP LP Type - Negative Sign (-) vs (*) Symbols
  113. IM0000 Inventory Management Package Overview 7
  114. IM0000 Inventory Management Package Overview 1
  115. IM0000 Inventory Management Package Overview 2
  116. IM0000 Inventory Management Package Overview 3
  117. IM0000 Inventory Management Package Overview 4
  118. IM0000 Inventory Management Package Overview 6
  119. IM0000 Inventory Management Package Overview 5
  120. IM0000 Inventory Management Package Overview 8
  121. IM0000 Inventory Management Package Overview: Index
  122. IM0101 Inventory Management Item File Maintenance 1
  123. IM0101 Inventory Management Item File Maintenance 2
  124. IM0101 Inventory Management Item File Maintenance 3
  125. IM0101 Inventory Management Item File Maintenance 4
  126. IM0101 Inventory Management Item File Maintenance 5
  127. IM0101 Inventory Management Item File Maintenance 6
  128. IM0101 Inventory Management Item File Maintenance 7
  129. IM0101 Inventory Management Item File Maintenance 8
  130. IM0101 Inventory Management Item File Maintenance: Index
  131. IM2400 Inventory Management Inventory Transaction Processing 1
  132. IM2400 Inventory Management Inventory Transaction Processing 2
  133. IM2400 Inventory Management Inventory Transaction Processing 3
  134. IM2400 Inventory Management Inventory Transaction Processing 4
  135. IM2400 Inventory Management Inventory Transaction Processing 5
  136. IM2400 Inventory Management Inventory Transaction Processing 6
  137. IM2400 Inventory Management Inventory Transaction Processing 7
  138. IM2400 Inventory Management Inventory Transaction Processing: Index
  139. How to Run Inventory Stock Status Report for a Certain Date
  140. Feature - Transition to Obsolete
  141. Item Last Received Date Not Updated When Received from I/M Transaction Processing
  142. Feature - Zero Item Weight When Using F3 to Copy Item
  143. Feature - Initialize User-Defined Note, Date and Amount Fields When Using F3 to Copy Item
  144. What Information Is Stored in the Location History (IMLOCHST) Table?
  145. Feature - Prevent Excel from Dropping Leading Zeroes in CSV Item Number Field
  146. Feature - Add User ID to User Defined CSV Export
  147. Feature - User Defined CSV Export Item Batch Support
  148. Feature - Export Inventory TRX Audit Trail to CSV
  149. Feature - Add User-Defined Code Table Support in IM User-Defined CSV Export
  150. Feature - Added “Item 1st Received Date Range” Criteria to Item User Defined CSV Export
  151. How to Get a List of Items That Does Not Have GTIN Code Defined
  152. Feature - User Defined CSV Export Quantity Sold by Customer#, Customer Type or Customer Group
  153. Feature - Added inKit (IK) and inBOMP (IB) Column Types to the User-Defined CSV Report
  154. Feature - Added Phantom Locking to Item File Maintenance
  155. Feature - Added CSV Support to the Physical Count Posting Update Edit List and the Variance Report By Item/Warehouse

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