Autodesk Fusion Operations gives you the possibility to import inventory movements in bulk, which allows you to zero out your inventory. You can either set to zero all your products, or just a subset.
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 to be included in the Excel export.
3. Now you will get an Excel named “Export_Inventory” as shown here.
Zeroing Inventory / Inventory Fix
4. Before zeroing out or fixing the inventory, you need to obtain the template for importing inventory, 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 should be set to zero.
If applicable, you should also set the column F – Cost to zero.
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.
FAQ:
1. What happens if the value in the 'quantity' and 'cost' fields in the Excel import template is not zero?
If the values in the 'quantity' and 'cost' fields are not zero, the system will create an inventory movement to ensure that the current quantity and cost of the specified product align with the values entered in the template..
Need help? Request a Fusion Operations expert to contact you here.