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An .xls file containing the selected transactions will be downloaded to a file on your computer specified by your browser settings, for example your Downloads folder.
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Import transaction
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updates
When/if the amount of inventory withdrawn differs from pending withdrawal amount, the transaction file (downloaded from the previous step above, Export Transactions) can be edited to reflect the true withdrawal amount. This also applies for pending deposits. The true pending deposit amount can be adjusted following the same steps.
Import will fail unless every transaction in the .xls file has an updated amount, balance, or note. Delete all transaction without updates from the file for successful import.
Export transactions (.xls) file containing only pending transactions (filtering and export instructions above). Edit the "New Amount" or "New Balance" columns with values greater than zero. "New Notes" are optional. Save the file.
New Amount is used for correcting the value in the AMOUNT column (N). The value in the New Amount is added or deducted from the AVAILABLE column (G) for deposits or withdrawal transactions accordingly.
New Balance can be used to directly modify the value in the AVAILABLE column (G).
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Select Pending Import transactions update from the Actions menu.
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Five selections are batch selected for lot and initial transaction creation. Stock ID prefix cannot end in a number. Fill the rest of the details where Storage Location, Units and Deposit Amount are required. If "confirm transaction on saving" is selected, the transaction status will be Confirmed. If "confirm transaction on saving" is not selected, the transaction status will be Pending. Save. (See https://ibplatform.atlassian.net/wiki/spaces/BMS/pages/27731921872920124208/v24v26++Manage+Inventory#Import-lots for important details on batch creation of lots and deposits.)
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