CounterPoint SQL V8.3.5 Release Notes
Before you start the import process, you can click Verify to test the import process and display a log of the results.
The log identifies any errors that will occur during the import, allowing you to modify the import file or revise your import settings before you start the import process.
For example, this log indicates that line 31 in the import file references an item number (msr123) that CounterPoint does not recognize.
The log also indicates that the import file does not include enough serial numbers for the quantity of serialized items for which transfer-in lines will be imported.
When you are satisfied with your import settings, click Import to start the import process.
If you chose the Receive against a transfer option, CounterPoint copies the lines from the original transfer, and then receives the items in the import file, as follows:
The quantity of each item in the import file is applied to the corresponding transfer-in line as the quantity received.
If a single item number appears on multiple rows in the import file, each imported quantity is added to the quantity received for that item.
If a single item appears on multiple transfer-in lines, imported quantities are applied to those lines in the order in which they appear. Any excess quantity is applied to the last transfer-in line for the item.
If a row in the import file references a cell-specific barcode, the imported quantity is applied to that cell of the corresponding gridded item.
To import transactions for gridded items, you must use cell-specific barcodes in the import file. If a row in the import file references the primary item number for a gridded item, it will not be imported and an error will be logged for that row.
If a row in the import file references an item that isn’t on the original transfer, the item is added to a new transfer-in line or skipped, depending on the Items not on transfer option you selected (i.e., Add lines or Skip).
If the imported unit for an item is different from the unit specified on the original transfer, the imported quantity is converted into the unit on the transfer.
For example, if the imported unit for an item is EACH and the unit on the original transfer is DOZEN, an imported quantity of 24 will be converted into a quantity received of 2 (i.e., 24 of EACH equals 2 of DOZEN).