Importing Inventory Data

Question

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?

BigLouie · Accepted 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.

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Importing Inventory Data

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