INV Physical Inventory Upload creates and updates Oracle Inventory physical inventory definitions – the header settings, tolerances and options, and the subinventory scope – from Excel, and can optionally freeze each physical inventory after upload to generate its snapshot.
When to use it
- Define multiple new physical inventories across one or more organizations at once.
- Set each physical inventory’s approval rule and tolerances consistently.
- Specify the exact list of subinventories to be counted, or mark a count as covering all subinventories.
- Mass-update existing (not-yet-frozen) physical inventory settings.
- Optionally define and freeze physical inventories in one step.
Before you start
- Blitz Report is installed and you are signed in to an Inventory responsibility with access to the organization.
- For updates, the physical inventory exists and is not yet frozen.
- Subinventories you list exist in the organization and are quantity-tracked.
Choose a template
| Template | Use it for |
|---|---|
| Default (default) | Oracle EBS R12.2 and later – includes the Serial Count Option and Serial Detail Option columns. |
| R12.1 Default Template | R12.1 – omits the serial count and detail columns, which do not exist on that release. |
Step 1 – Choose a template and mode, set the parameters and download
In Blitz Report, open INV Physical Inventory Upload, choose your template, and set the parameters:
| Parameter | Purpose |
|---|---|
| Upload Mode | Create (empty template) or Create, Update (download existing physical inventories). Default is Create. |
| Organization Code | The inventory organization. |
| Physical Inventory | Optionally download a specific physical inventory. |
| Replace Existing Subinventories | Yes replaces the whole subinventory list with what you supply; No adds, updates or deletes individual ones. |
| Freeze Physical Inventory | Yes freezes each uploaded physical inventory after the load, generating its snapshot. |
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 physical inventory already exists.
Step 2 – Enter the physical inventory
On the header row enter the Organization Code, the Physical Inventory Name, a Description and Physical Inventory Date, and the Approval Required rule. When approval is “If out of tolerance”, enter the quantity and value tolerances. Set the count options (Allow Dynamic Tags, Exclude Zero Balance, Exclude Negative Balance, All Subinventories) as needed.
Step 3 – Set the subinventory scope
To count specific subinventories, list each Subinventory on its own row under the physical inventory (leave All Subinventories blank). To remove a subinventory from the scope, set Delete Subinventory to Yes on its row.
Step 4 – Validate and Save
Click Validate and Save. This checks for missing required values and runs the upload’s validation (for example, that tolerances are only entered when approval is “If out of tolerance”), 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 or updates each physical inventory and, if you chose to, freezes it. When it finishes, a result report opens showing each row as success or error.
What’s produced
- Created and updated physical inventory definitions with their subinventory scope, optionally frozen with the snapshot generated.
- A result report listing every row with a status (success or error) and a message.
Common questions
Does this count inventory or enter tag counts?
No. It defines and updates the physical inventory and its subinventory scope, and can trigger the freeze (snapshot). Entering tag counts is a separate upload.
What does Freeze Physical Inventory = Yes do?
After the upload it generates the on-hand snapshot for each uploaded physical inventory that had no errors. Once frozen, that physical inventory can no longer be changed by this upload.
What’s the difference between Replace Existing Subinventories Yes and No?
Yes replaces the entire existing subinventory list with what you supply; No adds, updates or deletes individual subinventories based on the rows uploaded.
Why don’t I see the Serial Count and Serial Detail columns?
They exist only on R12.2 and later. On R12.1 use the R12.1 Default Template, which omits them.
Can I change the organization or name of an existing physical inventory?
No – both are fixed on existing rows.
Troubleshooting
| Message | Cause | What to do |
|---|---|---|
| Physical Inventory cannot be updated after snapshot is complete | The physical inventory has already been frozen. | A frozen physical inventory cannot be modified; create a new one if changes are needed. |
| Tolerances cannot be entered for the specified Approval Required option | Tolerances supplied while Approval Required is Always or Never. | Clear the tolerance columns, or set Approval Required to If out of tolerance. |
| Serial Count Option / Serial Detail Option is required | On R12.2+ these required columns were left blank. | Populate both, or use the R12.1 template on older releases. |
| Subinventory is not permitted when All Subinventories is selected | A subinventory was entered while All Subinventories is Yes. | Clear the subinventory, or set All Subinventories to blank. |
| Organization or name cannot be changed | An update row changed the organization or name of an existing physical inventory. | Restore the original values. |