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How to import and view Supplier Inventory Levels in OneSource (available to sell, but not in your own physical warehouse)
Author: Steve Childs Reference Number: AA-02214 Created: 2014-11-14 14:12 Last Updated: 2014-11-14 14:12 |
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1 time setup (for each Supplier)- Create file links
- Designate a static (unchanging) file name and file location and file structure that you will use each time you want to import new data.
- Example: C:\OneSource\Data\SupplierData\SupplierXImport.xls (put that file in that location, with the same file structure, meaning same columns and headings, etc)
- Open up the Company Data File and create a LINKED table that links to that Excel file (or whatever type of file it is)
- Setup a new Warehouse in OneSource for Supplier X (note the NAME that you give the warehouse in the BLACK field)
- Create 3 Queries:
- @Daily_Inventory_SuppX_10_DeleteExisting
- Delete all records from Inventory Products where Warehouse = X
- @Daily_Inventory_SuppX_10_AppendNewerInventoryLevels
- Append all records from LinkedTableX into Inventory Products
- @Daily_Inventory_SuppX_10_ViewNewerInventoryLevels
- Select query to view all Inventory Products records where Warehouse = X
- Create 3 new Query Short-Cuts on Users Desktop (and put into a new folder called Import Supplier X Inventory Levels
- Right click and drag each of the 3 queries out to user desktop (and rename to whatever you want to call each query and put into new folder).
To Delete and Re-Update each day...- Run the Delete query.
- Run the Append query.
- Run the VIEW query, if you want to double check what just got imported.
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