Summary

From the Import Transactions window, you can import transaction information from a .csv file into an Inventory Transactions batch.

Step by Step

1     Create an Inventory Transactions batch.

2     Import inventory transactions.

• Open the Import Inventory Transactions window (IC> Inventory Transactions> Import).
• Click the BROWSE button to browse to the import file or drag and drop the file into the area to the right of the button.
• Click the View/Layout Format button to display the expected file layout. Each transaction will display as a separate column on a .csv spreadsheet.
• The Configuration field is used to select the file configuration being imported.
  • When the standard Cirrus configuration is selected, none of the fields below will be enabled.
    • Check the Fuel Import toggle to enable the Diesel Item, Unleaded Item, and Markup Amount fields that can be used when importing fuel receive transactions.
  • Agencies using Wisconsin Highway fuel import functionality will be able to specify the import details below.
• Click the Submit button to import the IC transactions.
  • This will import the transactions into the batch and create a new line item on the Enter Transaction window.
  • You will not be able to import an issue type IC transaction that is attached to an IC location that is not set up on the inventory item.

3     Calculate the inventory transaction values.

• Open the Calculate Values window (IC> Inventory Transactions> Calculate Values).
• The Calculate Values step will generate the new inventory values that will result from committing the batch.
• Click the Submit button to calculate the transaction values.
  • You will be notified of errors resulting from the calculation process and prompted to open detailed error messages in the jobs viewer.

4     Process the inventory transactions.