Importing Scrap Data

This import allows you to import scrap data to record changes in inventory. Use this import to modify current inventory quantities (this import performs the same function as "Scrap" in the Fishbowl Client).

Formatting the Data

You must create a CSV file formatted in a way that Fishbowl knows what to do with the data. This is easiest to do with a spreadsheet program.

Each row of data should look like this:
PartNumber, Location, Qty, Date, Class, Customer, Note, Tracking-Expiration Date, Tracking-Lot Number, Tracking-Revision Level. Any additional tracking fields would follow the Tracking-Tracking name format.

There must be a header row detailing which columns have been specified so Fishbowl knows which columns were entered. Part Number, Location, and Qty are the only required fields unless tracking is present on the part, then the tracking value must be entered. If tracking is not applicable for a part the field can be left blank. The PartNumber column must be the first column listed, but all others may be in any order.

All fields will be one of two types:

Text - A textual value. May contain any character, but if it contains a line break, comma or double quote, it must be wrapped with double quotes on both ends. If a field is wrapped, all text must be inside the double quotes. Double quotes in the text value must be doubled to import properly
Numeric - A decimal number greater than or equal to zero.

CSV Fields Used to Import Scrap Data

Column Name	Type	Description
PartNumber	Text (70 chars)	The part number to update. *Required*
Location	Text	The Location where the inventory will be adjusted. If you have Location Group tracking on and need to specify a location with a specific location group, prefix the Location name with the Location Group separating them with a "-" (dash). I.E. "Main-Stock 100". *Required*
Qty	Numeric	The quantity to be removed from inventory. *Required*
Date	Text	The date that the cycle count occurred.
Class	Text	A class to go with the cycle count.
Customer	Text	A customer to go with the cycle count.
Note	Text	A note to go with the cycle count.
(See Description)	Text	The tracking information for the part. The name of the column is the name of the part tracking item prefixed by "Tracking-". (i.e. Tracking-Lot Number) *If the part is not tracked by a particular tracking type the field can be left empty.*

If a part tracks serial numbers, then each serial number must be on their own line immediately following its parent line above. If a part tracks more than one type of serial number then you will need a serial number header immediately following its parent line. This header contains the names of the tracking items separated by commas. Then each serial number set must be on their own line following the header.