INV Transaction Upload creates Oracle Inventory material transactions – issues, receipts, subinventory transfers, inter-organization transfers, and account or account-alias transactions, including lot-, serial-, locator- and project-controlled transactions – from Excel. It stages the transactions and runs the standard inventory transaction processor. It creates new transactions only.
When to use it
- Bulk-load miscellaneous issues and receipts instead of keying them one at a time.
- Perform many subinventory or inter-organization transfers at once.
- Load account and account-alias issues and receipts for adjustments.
- Transact lot-, serial-, revision- or locator-controlled items in volume.
- Record project-related inventory transactions in bulk.
Before you start
- Blitz Report is installed and you are signed in to an Inventory responsibility with access to the organization.
- The inventory accounting period for your transaction date is open (in both organizations for a transfer).
- For issues and transfers where negative balances are not allowed, there is enough on-hand quantity.
Choose a template
| Template | Use it for |
|---|---|
| Default (default) | General-purpose transactions. |
| Project related transactions | Project cost-collection transactions – adds the project, task and expenditure columns. |
| Serial controlled template | Serialized transfers – adds the to-organization and from/to serial number columns. |
Step 1 – Choose a template and mode, set the parameters and download
In Blitz Report, open INV Transaction Upload, choose your template, and set the parameters:
| Parameter | Purpose |
|---|---|
| Upload Mode | Create (empty template) or Create, Update (pre-fill items with their on-hand quantity). Default is Create. |
| Organization Code | The inventory organization. |
| Item / Category filters | Restrict which items are pre-filled in Create, Update mode. |
Run the upload to download and open the Excel file. Every row creates a new material transaction.
Step 2 – Enter the transactions
On each row enter the Organization, Item, Subinventory (and Locator), the Transaction Type, the Quantity and UOM, and the Transaction Date. For account transactions enter the Account Alias or Transaction Source; for transfers enter the To Org, To Subinv and To Locator; for controlled items enter the Revision, Lot Number or Serial Number.
Step 3 – Validate and Save
Click Validate and Save. This checks for missing required values and runs the upload’s validation (item, control, quantity, period, transfer and account checks), then saves the file. Correct anything it flags before continuing.
Step 4 – Upload and view the result
Back in Blitz Report, click Upload and select your saved file. This submits the Blitz Upload request, which stages your transactions and runs the standard inventory transaction processor. When it finishes, a result report opens showing each row as success or error.
What’s produced
- Inventory material transactions, with on-hand updated by the transaction processor.
- A result report listing every row with a status (success or error) and a message.
Common questions
Does it update or reverse existing transactions?
No. It only creates new material transactions. To reverse, enter an offsetting transaction.
Why does Upload Mode Create give me an empty sheet?
By design – Create always opens a blank template. Use Create, Update to pre-fill items with their on-hand quantity.
When do I use Account Alias versus Transaction Source?
For an Account issue or Account receipt use Account Alias; for an Account alias issue or Account alias receipt use Transaction Source.
My transfer row failed asking for a To-Subinventory.
Transfer transactions need a destination – To Subinv (and To Locator for locator-controlled items); inter-org transfers also need a valid To Org.
Why was my issue rejected for quantity?
The organization disallows negative balances and your quantity exceeded the on-hand for that item and subinventory.
Troubleshooting
| Message | Cause | What to do |
|---|---|---|
| Invalid organization / item not assigned to the organization | Org not accessible, or item not enabled or assigned in it. | Pick an org you have access to and an item enabled in it. |
| No open period found for the transaction date | No open inventory period covers the date in the source (or destination) org. | Use a date inside an open period, or open the period. |
| Transaction quantity cannot be more than on-hand | The org blocks negative balances and quantity exceeds on-hand. | Reduce the quantity or receive stock first. |
| Revision / lot / serial / locator is required | The item is controlled and the controlling value is missing. | Supply the required control value. |
| To-subinventory / to-locator / transfer organization required or invalid | A transfer is missing or has an invalid destination, or the item is not enabled in the destination org. | Enter a valid destination and ensure the item exists there. |