INV Transaction Upload

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

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:

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