CSV Import>Items (Reorder Point and Preferred Stock Level): It says it Imported successfully but the fields were not updated.

The customer has the AdvancedInventory Management enabled (Setup>Company > Enabled Features >Itemsand Inventory>Inventory> AdvancedInventory Management), but wouldlike to assign a Preferred Stock Leveland Reorder Point through CSVImport.

 

The Import Job Status Page says"All records imported successfully". But the Preferred Stock Level and ReorderPoint were not updated on the Item Record. This will occur if Auto-Calculate Preferred Stock Level andAuto-Calculate Reorder Point werenot set to No on CSV Import.

 

1. Create a CSV Template with thefollowing

• ItemInternal ID

• Location

• Preferred StockLevel

• ReorderPoint

• Auto-CalculatePreferred Stock Level

  -------This column should be set to No

• Auto-CalculateReorder Point

  -------Thiscolumn should be set to No

 

2. Update the Preferred StockLevel and Reorder Point through CSV Import

• Navigate to Setup > Import/Export >Import CSVRecords

• Select Items on Import Type

• Select the Record Type

• Select thefile.

• Click Next

• Select Update on Data Handling

• Click Next

 

Map the fields:

• Internal ID = Item : Internal ID

• Preferred Stock Level = Item Location 1 :Preferred Stock Level

• Location = Item Locations 1 : Location

• ReorderPoint = Item Locations 1 : Reorder Point  

• Auto-CalculatePreferred Stock Level

  -------This column should be set to No

• Auto-CalculateReorder Point

  -------Thiscolumn should be set to No

 

 

3. Type the Import Map Name

 

4. Click Save & Run