Import item quantity counts into Sage 100 Inventory Physical Count Entry

Resolution

  1. Freeze Items by running the Physical Count Worksheet.
    • Open Inventory ManagementPhysical Count menu, Physical Count Worksheet
    • This process will create records in the table IM_Physical.m4t with Quantity Counted set to 0
    • The import job will modify the Quantity Counted field for these existing records

NOTE: You don’t need to freeze items first. If you don’t, the import will freeze them and can cause in accurate variances.

  1. Create an import job into the table IM_Physical.
    • Open Visual IntegratorMain menu, Import Job Maintenance
    • For Job Name, enter a new job name
    • For Table Name, select IM_Physical
    • Select the following fields on the Data tab
      • WarehouseCode
      • ItemCode
      • BinLocation
        • Set Operation to Assign. Leave the Default field blank if the Item Code doesn’t have a Bin Location
      • LotSerialNo
        • Set Operation to Assign. Leave the Default field blank if the Item Code isn’t a Lot or Serial valued item
      • QuantityCounted
  2. After running the import, run and update the Physical Count Variance Register.