Autodesk Fusion Operations allows you to import inventory movements in bulk.
This can be done in two different ways:
A. Inventory Fix: By setting a target quantity for a Product / Lot / Warehouse Location. Autodesk Fusion Operations will do the calculations and create the necessary inventory movements to reach that quantity.
B. Inventory Movements: Create the stock movements directly to add or remove stock for a combination of Product / Lot / Warehouse Location.
How to import
1. Navigate to Inventory Movements under Inventory (1), click the drop-down arrow (2), and select Import Inventory Movements or Import Inventory Fix (3), according to the inventory adjustment you want to perform.
2. Choose the Excel/CSV file you want to import (1). If you are unsure which columns to include, you can download a template with the correct headers in Excel or CSV format from the right side of the page (2). Once the file is uploaded, click Start to Send (3).
The same template is used for both Inventory Fix and Inventory Movements. Prepare the file as follows:
Mandatory Fields:
Product Code (Column A): Code for the product you are creating a movement for.
Quantity (C): Quantity you either wish to fix for or quantity for the movement you want to create (according to the import type that you chose).
Optional Fields:
Date (D): Date of the movements that will be created, if not filled the current date will be used.
Depending on your User ‘locale’, the date format varies. It is possible to verify the date format of your company in the creation page of an inventory movement. If you need help on how to access this page please click here.
Note: in case your date time format includes seconds, those must not be added to the import.
Product Parameters (B): Variable Parameters (if they exist) for the product you are creating a movement for.
Lot (E): Lot number that you wish to create the movement for.
Cost (F): Total cost for the movement or total cost for the Product / Lot / Warehouse Location after the import (according to the import type that you chose).
Comment (G): In this field you can leave a comment that will be in the inventory movement created. This way you can easily afterwards identify the imported movements in your “Inventory Movements” tab.
Location (H): If you are using the Multi-Site feature, you can choose which Site the movement is being made in.
Warehouse (I): Warehouse where the quantity is being moved.
Warehouse Location (J): Warehouse location where the quantity is being moved.
Notes:
1. Consider formatting the columns in text before you begin filling;
2. Do not use formulas in cells;
3. Only the first page of the file is imported. You can use other pages but only the first one will be taken into account.
4. The import only accepts 1001 lines at the time, if you have more than 1001 lines you will have to separate them into several imports.
5. Read carefully the warnings that may appear:
Yellow warnings - There are two possible warnings:
Quantity matches current inventory. Will be ignored.
The quantity you have as a target in your Inventory Fix is the quantity that is already there. In these cases, the system will import the file anyway but will ignore the line. You must recheck what might have been changed.Quantity will be decreased and cost will be increased (or vice versa), so 2 inventory movements will be created.
When you are fixing the quantity and changing the cost, the system will create two inventory movements, one for increasing the quantity and another one for decreasing the cost or vice-versa.
Red warnings - the system will not import the line with the warning, because something is wrong and a workaround cannot be applied. Nevertheless, you can exclude the affected lines by clearing their checkboxes and continue importing the remaining valid lines.
6. Click on the ‘Confirm’ button and your Inventory Fix/Inventory Movements have been uploaded!
Inventory Fix vs Inventory Movements
As mentioned before in a Stock Fix you give Fusion Operations a target quantity and the software will do the necessary adjustments to bring the Product with that Lot and Location to that quantity.
Stock movements will create individual movements with the quantity you specify.
For a practical example :
Product A with Lot C has 20 units in Production.
Let’s see the difference of importing an Inventory Fix or an Inventory Movement with quantity 10 for this product and location.
Inventory Fix: Since we input quantity 10, Fusion Operations will create a -10 movement on this Product, to bring it back to 10 from 20. You will be left with 10 units.
Inventory Movements: Since we input quantity 10, a +10 movement will be created, and you will be left with 30 units.
Facilitating the import and notes
You can export your existing inventory data from Fusion Operations and use it as a starting point to prepare your Inventory Fix or Inventory Movements import file.
This makes it easier to build your import as all fields that are required can just be copied to your import and you just need to adjust the quantity.
1. Navigate to Inventory, select the Products you want to export using the checkboxes, or select the checkbox in the header (1) to select all Products, and click Export Excel (2).
2. After clicking Export Excel, select the additional information you want to include in the export:
Lot/Batch Number: Includes inventory information by Lot/Batch.
Warehouse Location: Includes the Warehouse and Warehouse Location where the inventory is stored.
Variable Parameters: Select this option if your Products have Variable Parameters and you want them included in the export.
Asset value: Includes the inventory asset value.
Select the options that are relevant to the data you want to prepare and click Confirm.
Note: Inventory Movements/Fixes are applied only to the Product / Lot / Warehouse Location specified in the import. If you want to set the inventory of a specific Product / Lot / Warehouse Location to zero, you must include a corresponding row in the Excel file and either create the required inventory movement or set the quantity to zero when using an Inventory Fix.
If you still have some doubts about the ‘Bulk Inventory Import’, feel free to reach out in our live-chat feature or directly to your CSM.
Need help? Request a Fusion Operations expert to contact you here.