INV Physical Inventory Upload

INV Physical Inventory Upload creates and updates Oracle Inventory physical inventory definitions from Excel: the header settings, approval tolerances and count options, and the list of subinventories to be counted. It can optionally freeze each uploaded physical inventory after the upload, which takes the on-hand snapshot.

When to use it

• Define several new physical inventories, in one or more organizations, at once.
• Set approval rules and tolerances consistently across physical inventories.
• Maintain the list of subinventories to be counted: add, remove or replace subinventories, or switch a physical inventory to all subinventories.
• Mass-update existing physical inventories that are not yet frozen.
• Define and freeze physical inventories in one step.

Before you start

• You are signed in to a responsibility with access to the inventory organizations.
• For updates, the physical inventory exists and has not been frozen. Frozen physical inventories are not downloaded and cannot be changed.
• The subinventories to be counted are active and quantity tracked in the organization.

Choose a template

Step 1 – Set the parameters

Open INV Physical Inventory Upload in Blitz Report, choose the template and set the parameters:

Step 2 – Run to download the Excel file

Click Run. The Excel file downloads and opens with the selected physical inventories, or an empty sheet in Create mode. A physical inventory with a subinventory list has one row per subinventory.

Step 3 – Enter or change the physical inventories

For a new physical inventory enter the Organization Code, Physical Inventory Name, Description, Physical Inventory Date and Approval Required (Always, Never or If out of tolerance). With If out of tolerance, enter at least one of Quantity Tolerance Plus, Quantity Tolerance Minus, Value Tolerance Plus and Value Tolerance Minus; with Always or Never leave them empty. Allow Dynamic Tags, Exclude Zero Balance, Exclude Negative Balance and All Subinventories are Yes or empty.

To count specific subinventories, leave All Subinventories empty and enter one row per Subinventory, repeating the physical inventory columns on each row; keep the rows of one physical inventory together. To count all subinventories, set All Subinventories to Yes and leave Subinventory empty.

On downloaded rows, Organization Code and Physical Inventory Name cannot be changed. Change the other columns, add a row with a new Subinventory, or set Delete Subinventory to Yes to remove a subinventory from the list. Setting All Subinventories to Yes on an existing physical inventory removes its subinventory list. When you add a row with the Organization Code and Physical Inventory Name of an existing physical inventory, its other columns fill in from that physical inventory.

Step 4 – Validate and Save

Click Validate and Save. This checks for missing required values and saves the file. Correct any rows it flags before uploading.

Step 5 – Upload the file

In Blitz Report click Upload and select the saved file. This submits the upload request, which creates or updates each physical inventory and its subinventories. With Freeze Physical Inventory = Yes, it then submits Freeze physical inventory for each uploaded physical inventory that had no errors on any of its rows, and waits for it to complete.

Step 6 – Review the result report

When the request completes, a result report opens listing every uploaded row with its status and message. After a freeze, the Snapshot Complete and Freeze Date columns show the result.

What’s produced

• Created and updated physical inventories with their subinventory lists, optionally frozen with the on-hand snapshot taken.
• A result report listing every row with a status (success or error) and a message.

Common questions

Does this upload enter tag counts?
No. It defines the physical inventory and can freeze it. Generate tags in Oracle Inventory and enter counts with the INV Physical Inventory Tag Count Upload.

What does Freeze Physical Inventory = Yes do?
After the upload it runs Freeze physical inventory for each uploaded physical inventory without errors, which takes the on-hand snapshot. A frozen physical inventory can no longer be changed by this upload.

What is the difference between Replace Existing Subinventories Yes and No?
Yes deletes the existing subinventory list of each updated physical inventory and replaces it with the subinventories in the file. No keeps the existing list, adds the subinventories in the file and removes only the rows marked Delete Subinventory.

Can I rename a physical inventory or move it to another organization?
No. Both are fixed on downloaded rows. A row with a different name creates a new physical inventory.

Why does Validate and Save report missing Serial Count Option and Serial Detail Option?
The Default template requires both. On R12.1, where physical inventories have no serial count options, use the R12.1 Default Template.

Why is my physical inventory not downloaded?
Only physical inventories that are not yet frozen, in organizations your responsibility can access, are downloaded.

Troubleshooting