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Irish1

Importing Inventory Data

SOLVED
Posted By

First, I'm an IT guy, but have little Sage 100 knowledge.

We have created a new company in Sage. I need to move some inventory records from the old company to the new company. I have two CSV files. The first contains inventory records of items that are not currently in the new company. The second file contains records of items that are in the new company and the quantity on hand must be brought in.

I assume I need to use Visual Integrator to import this data? Do I use a CSV file? I assume I import into the CI_Item table? I assume my CSV file must be in the same sequence as the fields listed in VI?

  • 0

    There is actually a utility that will do that. Go to File, Run and type in SVTRNA but yes if you import just a few you would need VI and you would need to know the required fields and yes you import into CI_Item.

  • 0 in reply to BigLouie
    I'm not bring everything so the utility isn't an option. Should my file be a CSV? How do I determine the required fields? My file currently contains the following in this order; Item code, Quantity on Hand, Warehouse code, Item Code Description, Total Warehouse Value, Cost Each, Allocated Warehouse Value and Allocated Cost Each..............Thanks
  • 0 in reply to Irish1
    The only 2 fields that VI requires are the Item Code and Item Type. DO NOT import Quantity on Hand, Total Warehouse Value, Cost Each, Allocated Warehouse Value and Allocated Cost Each. These are updated due to transactions. An easy way to know what fields you need in your import is to go into Inventory Maintenance and create a new item. The fields you have to fill out are the ones that should be in your source file.
  • 0 in reply to BigLouie
    How do I get the quantity imported? These are brand new items and are not currently in the new company so it wouldn't be like it is overwriting the existing quantity.
  • 0 in reply to Irish1

    "First, I'm an IT guy, but have little Sage 100 knowledge." and I'm also guessing you are not a CPA. CPAs like paper trails. To get in quantities and cost you have to do a transaction entry. This is where you assign cost. If this is to be a production live company and not a "testing" company you need to get with your reseller on how to setup a new company and bring in inventory quantity and cost so as not to totally screw your GL.

  • 0 in reply to BigLouie
    The company is already set up and in use. Due to some legalities and waiting for the old company to go through bankruptcy we couldn't just bring everything over when the new company was set up. What we're trying to bring in now is old inventory we purchased when the bankruptcy was complete.
  • 0 in reply to Irish1
    After creating the items via import to CI_Item, you must import into inventory transaction history to populate quanities and cost for all of the inventory files that keep it in balance. The update of transaction entry will populate the GL inventory account.
  • 0 in reply to Irish1
    verified answer
    If the company is setup and in use and you want to bring over inventory then your steps would be to first import the items being sure to include the Product Line, Product Type, Valuation and Procurement. DO NOT try to bring in quantity. You can bring in Standard Price and Standard Cost. To bring in Inventory and set cost you would go into Inventory Transaction Entry and do an Adjustment. This is the point where you need to talk with your CPA, CFO or Controller because this transaction will have an effect on your income statement. IF the dollars are already represented in your GL then you really need to work with your reseller on how to turn off integration with the GL and post. DO NOT try on your own.
  • 0 in reply to BigLouie
    Thanks, this helps.

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