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Bulk Upload On Hand Inventory for Implementation

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Posted on by ahanson

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We have pulled on hand quantities from the client's current system and are trying to upload into a new BC install. We have tried configuration packages, what does anyone recommend as best practice to get these quantities in? Note - we have GL balances loaded, but we need to get quantities in. Do we need to adjust any GL data to accomodate the upload? Thank you in advance!

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YUN ZHU 81,365 Super User 2025 Season 1 on at

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RE: Bulk Upload On Hand Inventory for Implementation

Hi, I agree with Kim that the inventory amount and quantity are recommended to be imported in Item journals at the same time, rather than the balance from General Journal and the quantity from another place.

Hope this helps as well.

Thanks.

ZHU
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Dallefeld 175 User Group Leader on at

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RE: Bulk Upload On Hand Inventory for Implementation

Yes, you will need to reverse the accounting entry made by the item journal. Also, be sure that it makes the GL balance loaded and make sure that you turn OFF direct posting to the GL Inventory account(s) once completed.
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Inge M. Bruvik 1,021 Moderator on at

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RE: Bulk Upload On Hand Inventory for Implementation

You need to do this as a physical inventory adjustment.

And you can use edit in Excel on an item journal.

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