Fields for Import

To import your counting results from Excel into SAP Business One, you must define the Excel fields based on a template, which is defined in the Import from Excel window (for more information, see Importing Counting Results from Microsoft Excel). These fields must follow certain rules; otherwise, the import will fail.

Note Note

The fields for importing into inventory posting documents are the same for a single counter.

End of the note.

The table below lists these fields and the rules:

Single Counter / Multiple Counters	Field	Description
Both	Item Code	Mandatory Requirement: Exists in the company. Note: If your counting data includes inactive items, the items remain as inactive in the system.
Both	Item Description	Optional Note: If the item description does not match the item code, the document records the specified item description; nevertheless, the master data of the particular item is not updated with the specified item description.
Both	Warehouse Code	Mandatory if the warehouse is not managed by bin locations. Optional if the warehouse is managed by bin locations. Requirements: Exists in the company. Is assigned to the item. Is active.
Both	Bin Location Code	Mandatory if the warehouse is managed by bin locations. Requirements: Exists in the company. Is active. Matches the warehouse if the warehouse code is defined.
Both	Counted Quantity	Optional Notes: A blank field is equal to zero. This field is the UoM counted quantity for a UoM item.
Both	Bar Code	Optional Requirements: Is linked with the specified UoM code. Is linked with the item's inventory counting UoM code if no UoM code is specified.
Both	UoM Code	Optional Requirements: Exists in the company. Belongs to the UoM group that is assigned to the item.
Both	Batch Number	Optional Note: If the item is managed by batches, you cannot post the results unless there is batch information for the item, but the counting document can be added.
Both	Serial Number	Optional and you can select only one of the three numbers for import. Requirements: If your company requires one of these numbers to be unique for the item, you must specify the required number and the number must not be repeated. This requirement is subject to the setting of the Unique Serial Numbers by field ( Main Menu Administration System Initialization General Settings Inventory ). For more information, see General Settings: Inventory Tab. Different team counters cannot select the same serial number, manufacturer serial number, or lot number for the same item. (This restriction does not apply to individual counters.) Note: If the item is managed by serial numbers, you can post the results only if each unit of the item is assigned a number - no more, no less. However, missing numbers do not prevent you from adding the inventory counting document.
	Manufacturer Serial No.
	Lot Number
Multiple Counters	Counter Type	Optional Values: `Employee` `User` Requirement: If the same counter ID exists for an employee and a user, you must specify this field.
Multiple Counters	Counter ID	Mandatory Values: User code Employee No. Requirements: Exists in the company. Is active if the counter is an employee. Note: The counter can be a locked user.
Multiple Counters	Individual / Team Counter	Optional Values: `T` (for team counters) `I` (for individual counters) Requirements: The value of each counter must correspond to your specification in the Inventory Counting document. For example, if you specify `I` for a team counter in a row, the data in this row is not imported. If a counter is simultaneously an individual counter and a team counter, you must specify this field.

More Information

Importing Counting Results from Microsoft Excel

Example of Preparing Import Data

Inventory Counting Window