INV Item Transaction Defaults Upload creates, updates and deletes the default subinventory and locator assigned to an item for a transaction type – Shipping, Receiving or Move Order Receipt – in an inventory organization, from Excel.
When to use it
- Mass-assign default shipping, receiving or move-order-receipt subinventories to many items.
- Set default locators for items in locator-controlled subinventories.
- Standardize transaction defaults when setting up a new inventory organization or onboarding items.
- Re-point existing defaults after a subinventory or locator reorganization.
- Delete obsolete defaults in bulk.
Before you start
- Blitz Report is installed and you are signed in to an Inventory responsibility with access to the organization.
- The item is assigned in the organization, and the subinventory (and locator, for locator defaults) exists and is valid for the item.
Step 1 – Choose a mode, set the parameters and download
In Blitz Report, open INV Item Transaction Defaults Upload, choose an Upload Mode (Create for an empty template, or Create, Update to download existing defaults), and set the parameters:
| Parameter | Purpose |
|---|---|
| Organization | The inventory organization. |
| Upload Mode | Create or Create, Update. Default is Create. |
| Default Type | Optionally download only Subinventory or only Locator defaults. |
Run the upload to download and open the Excel file. Each row is automatically handled as a create or an update depending on whether the default already exists.
Step 2 – Enter the defaults
On each row choose the Default Type (Subinventory or Locator) and the Default For transaction type (Shipping, Receiving or Move Order Receipt), then enter the Organization, Item, and the default Subinventory (and Locator for a locator default).
Step 3 – Delete defaults (optional)
To remove a default, set Delete Entry to Yes on its row. A matching default must already exist.
Step 4 – Validate and Save
Click Validate and Save. This checks for missing required values and runs the upload’s validation, then saves the file. Correct anything it flags before continuing.
Step 5 – Upload and view the result
Back in Blitz Report, click Upload and select your saved file. This submits the Blitz Upload request, which creates, updates or deletes each default. When it finishes, a result report opens showing each row as success or error.
What’s produced
- Created, updated or deleted item transaction defaults in the organization.
- A result report listing every row with a status (success or error) and a message.
Common questions
What’s the difference between Subinventory and Locator default type?
A Subinventory row sets the item’s default subinventory for a transaction type; a Locator row sets the default locator (within a subinventory) for that transaction type.
What do Shipping, Receiving and Move Order Receipt mean?
They are the transaction types the default applies to – the Default For value chooses which one.
Do I choose create or update per row?
No. The upload detects automatically whether a matching default already exists and inserts, updates or skips accordingly.
How do I delete a default?
Set Delete Entry to Yes on the row. A matching default must already exist.
What if I upload the same value that’s already set?
The row is reported as successful with no change made.
Troubleshooting
| Message | Cause | What to do |
|---|---|---|
| Subinventory is required to create or update a transaction default | The subinventory was left blank on a create or update row. | Enter a valid subinventory for the organization. |
| Locator is required to create or update a locator transaction default | A Locator default row has no locator. | Enter a valid locator for the chosen subinventory. |
| Cannot delete – no matching default exists | Delete Entry is Yes but no existing default matches. | Verify the item, organization, default type and subinventory, or remove the delete flag. |
| Item, subinventory or locator not valid | The value failed validation (does not exist, not assigned, disabled, or not permitted for the item). | Use a value that exists and is valid in the organization. |