Excel Import

The Excel Import functionality is available on many Infor WMS WM module screens. You can use the import feature to import records from a spreadsheet into the Infor WMS system. As a minimum, you only need to import data for the required fields on a screen to successfully import records into the WM module. The required fields for imported data are the same fields you are required to complete when you specify the data within the Infor WMS user interface. The Import selection is available on these WM screens:

  • Alternate Item (Warehouse facility level)
  • Item
  • ASN/Receipt
  • Bill To
  • Carrier
  • Code Translation
  • Customer
  • Freight Bill To
  • Item Slotting Plan By Zone
  • Location
  • Owner
  • Owner Bill To
  • Pack
  • Purchase Order
  • Returned Lots
  • Ship From
  • Ship To
  • Shipment Order
  • Supplier
  • Zone

Spreadsheet templates for the various record types are provided within the Infor WMS application. You can download these templates using the export feature. See, Excel Export. You can use the system-provided templates as an initial starting point for creating records in a spreadsheet. Review the comments within the specific fields in the templates for any entry restrictions. Comments are indicated with a red triangle in the upper right corner of a header cell. Place the cursor over the comments indicator to review any field-specific information.

An example of Location Type field code restrictions included in the spreadsheet comments is shown below.

Fig1

Within a spreadsheet, you can add rows to create new records. You can also modify existing rows and import the changes back into the system.

You can perform an import by clicking the Import option within a screen; for example, the Item screen or Location screen. See, Importing an Excel spreadsheet using the Import feature on a screen. If you have multiple record types to import, you can use the master Import feature. See, Importing the Excel spreadsheet via the master import feature.

Once you initiate an import from a specific screen or via the master Import feature, you can view the Logs screen to check the results of import process. See, Reviewing the import logs.