Bulk Import Loan Dispatch Slips for Loan Inventory (Excel)

info

This page describes procedures for environments using Inventory Management (New Method).

If your screen layout differs from the one shown on this page, see the Inventory Management (Conventional Method) manuals.

• Overview
• Purpose
• Feature Description
• Instructions
• Important Notes

Overview

This feature lets you bulk import loan dispatch slips for loan inventory from an Excel (.xlsx) file.

Purpose

Use this feature to register multiple loan dispatch slips at once and reduce the time required to enter them individually.

Using the template also helps standardize entries and reduce omissions and input errors.

Feature Description

What Is a Loan Dispatch Slip?

A loan dispatch slip is a loan inventory transfer slip used to lend inventory in Inventory Management (New Method) to a loan destination buyer. It refers to a loan inventory transfer slip whose slip type is Loan dispatch slip.

Inventory ownership is assumed to remain with the brand and is managed separately from sales.

Process inventory returned to the brand with a Loan return slip.

For instructions on creating an individual loan dispatch slip, see Create a Loan Dispatch Slip for Loan Inventory.

Bulk Import Loan Dispatch Slips

Download, complete, and upload the XLSX template to register loan dispatch slips that record inventory lent to buyers.

Imported loan dispatch slips are registered with the CONFIRMED status.

For details about loan dispatch slip statuses, see Confirm a Loan Dispatch Slip or Loan Return Slip for Loan Inventory.

Items to be entered in the XLSX file for bulk import

Enter the following items in the XLSX file for bulk import.

• Required: Loan Dispatch Slip Number, Customer Buyer Unique Code, Product Number, SKU Number, Quantity, Source Facility Code, and Source Location Code

• Optional: Lot Code, Inventory Segment Code, Inventory Disposition, Note, and Document Date

  *If inventory is managed by lot or inventory segment, the corresponding Lot Code or Inventory Segment Code is required.

Rows with the same Loan Dispatch Slip Number are imported as a single loan dispatch slip.

Use the same Customer Buyer Unique Code value in all rows with the same Loan Dispatch Slip Number.

Use a separate Loan Dispatch Slip Number for each buyer.

For details about each code, see the following manuals.

• For the customer buyer unique code, see Edit a Buyer.

• For the inventory facility, see Edit an Inventory Facility.

• For the inventory location, see Edit an Inventory Location.

• For the lot code, see Create a Purchase Receipt from a Supplier.

• For the inventory segment, see Edit an Inventory Segment.

Handling of Timezones

Specify TIMEZONE when uploading the XLSX file for bulk import.

Select the region and timezone used as the basis for the document date on the loan dispatch slip.

Example:

• (GMT+00:00) Etc/UTC: Registers the Document Date as a UTC date.
• (GMT+09:00) Asia/Tokyo: Registers the Document Date as a Japan Standard Time date.

The TIMEZONE is used as the basis for the document date. It does not affect the creation date and time of the slip.

Instructions

Bulk import loan dispatch slips for loan inventory by following these steps.

1. Download the Bulk Import XLSX File
2. Fill in the Bulk Import XLSX File
3. Upload the Bulk Import XLSX File

Download the Bulk Import XLSX File

Open the XLSX Template Download Dialog

1. Click the Inventory menu.
2. Click the Loan inventory tab.
3. Click Loan dispatch and return slips.
4. Click the Import XLSX button.
   The "Import Loan Inventory Slips From XLSX" modal opens.

Select Template Options

1. SLIP TYPE
   Select Loan dispatch slip from the drop-down menu.

2. LANGUAGE
   Select the language for the downloaded file from the drop-down menu.

   • Japanese
   • English

Download the XLSX Template

1. After reviewing the settings, click the Download XLSX Template button.

   If the download succeeds, the XLSX template downloads.

Fill in the Bulk Import XLSX File

• Loan Dispatch Slip Number *Required
  Enter the loan dispatch slip number.
  Loan dispatch slip numbers are not automatically generated. Be sure to enter them.

  You cannot enter a Loan Dispatch Slip Number that is already used in the same brand. Enter an unused Loan Dispatch Slip Number.

  Rows with the same Loan Dispatch Slip Number are imported as a single loan dispatch slip.

• Customer Buyer Unique Code *Required
  Enter the unique code for the loan destination buyer.

• Product Number *Required
  Enter the product number for the product to be lent.

• SKU Number *Required
  Enter the SKU number for the SKU to be lent.

  When lending the same SKU from multiple facilities, locations, or lots, enter separate rows for each allocation source.

• Quantity *Required
  Enter the quantity of inventory to be lent.

• Source Facility Code *Required
  Enter the code of the inventory facility that is the allocation source of the inventory to be lent.

  The allocation source facility can be specified for each line item.

• Source Location Code *Required
  Enter the code of the inventory location that is the allocation source of the inventory to be lent.

  The allocation source location can be specified for each line item.

• Lot Code
  If you manage inventory by lot, enter the lot code set for the allocated inventory.

• Inventory Segment Code
  If you manage inventory by inventory segment, enter the inventory segment code set for the allocated inventory.

• Inventory Disposition
  For Inventory Disposition, if you enter a value, enter sellable.

• Note
  Enter an optional note.

• Document Date
  Enter the date in one of the following formats: YYYY-MM-DD, YYYY/MM/DD, or YYYY.MM.DD.
  If left blank, no document date is set.

  Multiple dates cannot be specified within the same Loan Dispatch Slip Number.

Upload the Bulk Import XLSX File

Open the XLSX Import Dialog

1. Click the Inventory menu.
2. Click the Loan inventory tab.
3. Click Loan dispatch and return slips.
4. Click the Import XLSX button.
   The "Import Loan Inventory Slips From XLSX" modal opens.

Select Import Options

1. Select TIMEZONE from the drop-down menu.

   Select the region and timezone used as the basis for the document date on the loan dispatch slip.

Upload the XLSX file

1. Click the Select File button and select the completed XLSX template.

   You can also select the file by dragging and dropping it.

2. Click the Import XLSX button.

   The number of successful and failed slips is displayed when the import is complete.

   Successful slips are registered as CONFIRMED loan dispatch slips and can be checked in Loan dispatch and return slips.

   If any slips fail, review the on-screen details and correct the file contents.

Important Notes

Inputs That Cannot Be Imported

The XLSX file cannot be uploaded if any of the following apply.

• Required items are not entered.
• A loan dispatch slip number that is already used in the same brand is entered.
• Different customer buyer unique codes are entered within the same loan dispatch slip number.
• Different document dates are entered within the same loan dispatch slip number.
• Multiple rows within the same Loan Dispatch Slip Number have identical values in Product Number, SKU Number, Source Facility Code, Source Location Code, Lot Code, Inventory Segment Code, and Inventory Disposition.
• An invalid value is entered in Source Facility Code or Source Location Code.
• The available inventory matching the values specified in Source Facility Code, Source Location Code, Lot Code, Inventory Segment Code, and Inventory Disposition is insufficient.

Specify the Allocated Inventory

If inventory is managed by lot or inventory segment, enter the corresponding lot code or inventory segment code.

If the allocatable quantity of inventory matching the values specified in Source Facility Code, Source Location Code, Lot Code, Inventory Segment Code, and Inventory Disposition is less than Quantity, the XLSX import fails with an error.

Review the Import Results

If the XLSX file contains errors, the loan dispatch slip import does not start.

If validation succeeds but an error occurs while registering an individual loan dispatch slip, some slips may succeed while others fail.

After importing, review the number of successful and failed slips displayed on the screen. If any slips fail, review the displayed details and correct the file contents.