| Column Name | Required | Default Value | Note | |
|---|---|---|---|---|
| Adjustment Transaction | TransactionDate | X | Date must be for a period open to inventory. | |
| SiteID | X | Must be a valid & active site ID. | ||
| Reference | ||||
| AutoCreateNewLots | Allowed | |||
| NegativeAvailableBalances | Not Allowed | |||
| HeaderNote | ||||
| ItemID | X | Must be a valid item ID. | ||
| LineItemUnits | X | Required if item managed by 'Units Only' or 'Units & Weight'. | ||
| UnitsUOMID | Item's Inventory UOM. | Must contain a valid Units UOM from the Item's UOM schedule. | ||
| LineItemWeight | X | Required if item managed by 'Weight Only' or 'Units & Weight'. | ||
| WeightUOMID | Item's Inventory UOM. | Must contain a valid Weight UOM from the Item's UOM schedule. | ||
| ProductionBatch | X | Required when new production batch is imported. Must be blank for non lot tracked items. | ||
| WarehouseLotID | Must be blank for non warehouse lot tracked sites. | |||
| LineItemReasonCode | Must be a valid reason code. | |||
| LineItemNote | ||||
| LotOwner | Preference Default Owner | |||
Production Batch
|
| BatchProductionSite | X | Required when new production batch is imported. |
| BatchDate | X | Required when new production batch is imported. | |
| ProductionLine | If entered, the value must be a valid production line value. Must be blank for non lot tracked items. | ||
| ProductionShift | If entered, the value must be a valid production shift value. Must be blank for non lot tracked items. | ||
| CountryOfOrigin | If entered, the value must be an active country. Must be blank for non lot tracked items. | ||
| ExpirationDate | If entered, the value must be a valid date. Must be blank for non lot tracked items. | ||
| BatchComment | |||
| OutsidePurchase | |||
| VendorPurchasedFrom | Must be blank for non lot tracked items. | ||
| BatchClass | No | If entered, the value must be Yes or No. Must be blank for non lot tracked items. | |
| QualityTestClass | Must be blank for non lot tracked items. | ||
| QualityTestID | |||
| Traded | No | If entered, the value must be Yes or No. Must be blank for non lot tracked items. | |
| Project | If entered, the value must be a valid open project. Must be blank for non lot tracked items. |
Note: User defined adjustment transaction and production batch attributes are also displayed in the template.
...