Excel spreadsheet formatting for warehouse transfers
You can use a Microsoft Excel spreadsheet to create a warehouse transfer in Transfer Entry. Create and format the spreadsheet, specify the required header and line item information for an order, and then import the spreadsheet. An example of the spreadsheet is attached to KB article 1902953 on the Infor Support Portal.
Each spreadsheet in an Excel workbook represents a warehouse transfer. All header-level columns and cells must be included in each sheet, even if the content is identical. If you do not format each spreadsheet correctly, an invalid import occurs.
Cell formatting
Cells that do not contain data but precede a cell with data must be unlocked. For example, if you specify a value in columns A-C and F in a row, you must unlock the cells in columns D and E. To unlock a cell, select the Protection tab in the Format Cells window. You can unlock multiple cells simultaneously, but do not unlock all the cells in the spreadsheet. This can cause an import error.
Check the number formatting for the cells. We recommend that you select Text because the data is displayed and imported as entered. If a cell uses General or Number formatting and you enter a product number that begins with zero, the zero is eliminated. This might cause an import error, or cause the incorrect product to be included on the transfer.
Header formatting
The header information is contained in columns A and B, rows 1-7 of the spreadsheet.
This table shows the cells in the spreadsheet where you specify the header data:
| Row | Column A | Column B |
|---|---|---|
| 1 | Primary Key | Secondary Key |
| 2 | Ship From Warehouse | Ship To Warehouse |
| 3 | Ship To Company | Ship Via |
| 4 | Requested Ship Date | Order Date |
| 5 | Addon Amount Cap | Addon Cap Type |
| 6 | Addon Amount Exp | Addon Exp Type |
| 7 | Instructions | Reference |
You must specify Primary Key and Secondary Key in the first row of each spreadsheet. An invalid import occurs without these values. Ship From Warehouse and Ship To Warehouse are also required values. This data is validated during the final update. They are not validated during the import. If data is not specified in the remaining header fields, default values are added during the final update.
Line item formatting
Line item detail is contained in columns A through F, rows 10 through 999.
This table shows the cells in the spreadsheet where you can specify the line item data.
| Row | Column A | Column B | Column C | Column D | Column E | Column F |
|---|---|---|---|---|---|---|
| 10-999 | Product | Description | Quantity | Unit | Required Note | Print Note |
Notes and comments
To add notes to an order, specify NOTE in column A, the Product cell. Specify the note text in column B, the Description cell. The note can contain 1024 characters. To make the note required, specify Yes in column E, the Required Note cell. To print the note on the document, specify Yes in column F, the Print Note cell. If you add a note, ***NOTE*** is displayed in the Name field on the Import From Excel window. This indicates that the imported line is not a product line item.
To add a comment to a line item, specify COMMENT in column A, the Product cell, in the row directly below the line item. Specify the comment text in column B, the Description cell. The comment can contain 1024 characters. You can add two comments per line item. The first comment is printable and the other is not. If you add a comment, ***COMMENT*** is displayed in the Name field on the Import From Excel window. This indicates that the imported line is not a product line item.