In Autodesk Fusion Operations, you can import an inventory fix to:
Zero out the inventory by setting product quantities to zero.
Set specific products to the desired inventory quantities and cost.
Before making these adjustments, you can export your current inventory from Fusion Operations and use the exported file as a starting point to prepare and import the inventory fix.
This is useful for updating multiple products at once, correcting inventory differences, or matching Fusion Operations inventory with your actual stock.
Export Inventory
1. Go to the Inventory page (1). Select the products you want to export (2), or select all products (3) and click "Export Excel" (4).
2. Then select the fields "Lots/Batch Number" and "Warehouse Location" to be included in the Excel export.
3. Now you will get an Excel named “Export_Inventory” as shown here.
Importing an Inventory Fix
4. Before zeroing out the inventory or adjusting products to specific quantities, you need to download the inventory import template, which is available on the Inventory page.
To proceed, navigate to the inventory movement page (1) and select "Import Inventory Fix" (3).
5. Now, get the template by clicking on the ‘Excel’ link as shown below, and you will get the import template named “Import-Inventory+Fix".
6. Afterwards, you should copy the information that you got previously from the current inventory export (“Export_Inventory”) to match the columns on the inventory import (“Import-Inventory+Fix").
Important note: Make sure to copy the product code, lot, warehouse, and warehouse location.
Column C – Quantity: Enter 0 to zero out the inventory, or enter the desired quantity to adjust the inventory to that specific amount.
Column F – Cost: Enter 0 when zeroing out the inventory, or enter the desired cost when adjusting the inventory.
Inventory Fix Example – Zeroing Out Inventory
Inventory Fix Example – Adjusting Inventory Quantities
Columns in the import:
Product Code (Column A): Enter all the product codes to which you want to perform an inventory fix.
Parameters (Column B): Variable Parameters (if they exist) for the product you are creating a movement for.
Quantity (Column C): If you want to zero the inventory, enter zero; otherwise, enter the quantity to be maintained for the date and time specified.
Date (Column D): Date of the movements that will be created; if not filled, the current date will be used:
Depending on your User ‘locale, the creation date format varies. It is possible to verify the date format of your company in the creation page of an inventory movement.
Lot (Column E): Lot of the product that needs to be fixed
Cost (Column 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 (Column G): In this field, you can leave a comment that will be in the inventory movement created. This way, you can easily identify the imported movements in your “Inventory Movements” tab.
Parameters (Column I and J): The warehouse and warehouse location of the product that needs to be fixed.
Product Revision (Column K): If you have multiple revisions of the product, you can choose the specific revision to be fixed
7. Finally, import your “Import-Inventory+Fix" file, check that everything is correct and confirm.
Pro Tip 1: Zeroing inventory for a family of products or a warehouse:
For zeroing stocks for a family of products or a Warehouse, go back to step 1. However, before extracting the ‘Excel’, you must filter accordingly before extracting the Excel file.
At this point, just follow the same steps from 2 - 5 previously mentioned.
Need help? Request a Fusion Operations expert to contact you here.