Use
Stock Import, a product has multiple stock records, each record should have a unique rotation number.
Limitations
The following has to exist already
...
Optionally the following may be needed
Reserve Customer
Notes
This import originated from an older system so some of the fields are not relevant but remain as part of the standard import tables.
...
[Item only optional not mandatory]
You can copy the section below and paste this into an excel spreadsheet to populate the columns, any additional columns shown when pasting which are not in the definition below are surplus to requirement and not needed, you can leave those or simply remove them from the spreadsheet.
SiteCode | CustomerCode | ProductCode | RotationNumber | RotationLineNo | DateReceived | FKReceiptCode | ProductCostperUnit | ProductCostCurrency | InsuranceCostperUnit | InsuranceCostCurrency | FreightCostperUnit | FreightCostCurrency | StrengthABV | UnitsPerPallet | ISFreeCirculation | RentDate | SinglesPerUnit | HasOwnerChangeinUK | ISExciseDutyPaidinUK | CustomsDutyPaidUK | QuotaNumber | CWC | ReceiptDetails1 | ReceiptDetails2 | ReceiptDetails3 | ReserveCustomer | BestBeforeDate | FKDeliveryType | TaxCode | DutyStampsApplied | CommodityCode | CustomerBatchNo | GrossWeight | Vintage | TradeTerm | CigarettesPerUnit | FreeRent | ProductionDate | PackagingType | DegreePlato | OriginalReceiptDate | FirstDateReceivedToStore | Currency_VATValueAdjustment | NilVATApplicable | VATValueAdjustment | SingleSize |
Fields
| Include Page | ||||
|---|---|---|---|---|
|
Field Name | Field Type | Nulls | Notes | ||||||
|---|---|---|---|---|---|---|---|---|---|
SiteCode | nvarchar(2) | Mandatory | Must be one of the pre-agreed site codes | ||||||
CustomerCode | nvarchar(6) | Mandatory | Must exist in the customer table | ||||||
ProductCode | nvarchar(50) | Mandatory | Must exist in the product table | ||||||
RotationNumber | nvarchar( | 5010) | NULLMandatory | The format of the rotation number is YY/D000000 YY is the year D is the duty indicator at the time of receipt D = Duty Paid 0 = Underbond 000000 is a sequential number starting at 0 | RotationLine | nvarchar(50) | NULL|||
RotationLineNo | int | Line number can be blank and then starting from 1 upwards. If using rotation lines the underlying Product must be the same | |||||||
CustomerRef | nvarchar(50) | NULL | Must exist in the customer table | ||||||
ProductCode | nvarchar(50) | NULL | Must exist in the product table|||||||
DateReceived | nvarchar(50) | NULLdate | Mandatory | Format dd/mm/yyyy or dd/mm/yy | |||||
FKReceiptCode | nvarchar( | 502) | NULL | HMRC 2 digit receipt type code or | InBondValueMandatory | Receipt Type we are looking for the CODE in RED | |||
ProductCostperUnit | decimal(8.2) | NULL | Money value 0.00 | InBondValueCurrencyConditional | Must be provided for underbond goods but optional for all others | ||||
ProductCostCurrency | nvarchar(3) | NULL | Three digit ISO code e.g. USD, GBP, EUR | InsuranceValueConditional | https://visionsoftware.atlassian.net/wiki/spaces/IMP/pages/3183116289/WMS+Import+Code+Lists#Currencies we are looking for the CODE in RED | ||||
InsuranceCostperUnit | decimal(8.2) | NULL | Money value 0.00 | InsuranceValueCurrency||||||
InsuranceCostCurrency | nvarchar(3) | NULL | Three digit ISO code e.g. USD, GBP, EUR | FreightValuehttps://visionsoftware.atlassian.net/wiki/spaces/IMP/pages/3183116289/WMS+Import+Code+Lists#Currencies we are looking for the CODE in RED | |||||
FreightCostperUnit | decimal(8.2) | NULL | Money value 0.00 | FreightValueCurrency | |||||
FreightCostCurrency | nvarchar(3) | NULL | Three digit ISO code e.g. USD, GBP, EUR | ||||||
Strength | nvarchar(50) | NULL | Decimal field 8,3 | ||||||
LOL | nvarchar(50) | NULL | Decimal field 18,5 | ||||||
LOA | nvarchar(50) | NULL | Decimal field 18,5 | ||||||
1000perCase | nvarchar(50) | NULL | https://visionsoftware.atlassian.net/wiki/spaces/IMP/pages/3183116289/WMS+Import+Code+Lists#Currencies we are looking for the CODE in RED | ||||||
StrengthABV | decimal (3.2) | NULL | ABV% | ||||||
UnitsPerPallet | int | Conditional | Integer field whole numbers only, | for cigarettes||||||
KgPerCase | nvarchar(50) | NULL | Decimal 18,5 for tobacco | ||||||
FreeCirculation | nvarchar(50) | NULL | true / false (case sensitive!) | ||||||
UKMade | nvarchar(50) | NULL | True / False | ||||||
RentDate | nvarchar(50) | NULL | needed if your using pallets otherwise set to 1 | ||||||
ISFreeCirculation | bit | Mandatory | Has customs duty been paid, if yes then 1 otherwise 0 | ||||||
RentDate | date | Rent start date. Only applicable if an advanced date is required for the start of rent charging | |||||||
FAFSatisfied | nvarchar(50) | NULL | True / False | ||||||
BottlesPerCase | nvarchar(50) | NULL | Integer field | ||||||
ChangeofOwnership | nvarchar(50) | NULL | true / false (case sensitive!) | ||||||
DutyPaidStock | nvarchar(50) | NULL | true / false (case sensitive!) | ||||||
CustomsDutyPaidUK | nvarchar(50) | NULL | True / FalseSinglesPerUnit | int | Mandatory | must be > 1 (Unit = Case) | |||
HasOwnerChangeinUK | bit | Mandatory | 1 is YES and 0 is NO | ||||||
ISExciseDutyPaidinUK | bit | Mandatory | 1 is YES and 0 is NO | ||||||
CustomsDutyPaidUK | bit | Mandatory | 1 is YES and 0 is NO | ||||||
QuotaNumber | nvarchar(50) | NULL
| COO|||||||
CWC | nvarchar( | 50)NULL | ISO 3166 alpha-2 | code required for the country of originCWC | nvarchar(50) | NULLMandatory | ISO 3166 alpha-2 code required for the country whence consigned | ||
ReceiptDetails1 | nvarchar(50) | NULL | Header Level - Free Text -Arc or Warrant | ||||||
ReceiptDetails2 | nvarchar(50) | NULL | Header Level Free Text – Ship | ||||||
ReceiptDetails3 | nvarchar(50) | NULL | Header Level Free Text | OriginalRotationNonvarchar(50) | NULL | Only use if you have the original rotation available. | |||
OriginalRotationLine | nvarchar(50) | NULL |
| ||||||
UKCustomsValue | nvarchar(50) | NULL | For vat value adjustment | ||||||
ReserveCustomer | nvarchar( | 508) | NULL | Must exist in the reserve customers table | |||||
CustomsPaymentDocumentReference | nvarchar(50) | NULL | If known | ||||||
CustomsPayDate | nvarchar(50) | NULL | If known | ||||||
BestBeforeDate | nvarchar(50) | NULLBestBeforeDate | date |
| SupplierCode|||||
FKDeliveryType | nvarchar( | 503) | NULL |
| AlternativeProductMandatory | Receipt Delivery Types we are looking for the CODE in RED | |||
TaxCode | nvarchar( | 503) | NULL|||||||
DutyStampsApplied | bit | ||||||||
LotMark | nvarchar(50) | NULL | Not used | ||||||
Mandatory | 1 is YES and 0 is NO | ||||||||
CommodityCode | nvarchar( | 5020) | NULL | Was this a PUR – Purchase RET- Return - COL- Collection If not known then use DTO – Data Take On | NoOfPallets | Mandatory | |||
CustomerBatchNo | nvarchar(50) | NULL | Cases per Pallet | ||||||
TaxCode | nvarchar(50) | NULL | Is required | ||||||
DutyStampsApplied | nvarchar(50) | NULL | true / false (case sensitive!) | ||||||
CommodityCode | nvarchar(50) | NULL | Is required | ||||||
DutyCategory | nvarchar(50) | NULL | HMRC Duty Category | ||||||
ProductType | nvarchar(50) | NULL | As per the product - B / T/ W / S / I / Z / C etc | ||||||
CustomerBatchNo | nvarchar(50) | NULL | Batch number | ||||||
SellByDate | datetime | NULL |
| ||||||
GrossWeight | nvarchar(50) | NULL |
| ||||||
Vintage | nvarchar(10) | NULL |
| ||||||
TradeTerm | nvarchar(5) | NULL | A/ B / E | ||||||
CigarettesPerUnit | nvarchar(50) | NULL |
| ||||||
FreeRent | nvarchar(10) | NOT NULL | true / false (case sensitive!) | ||||||
PreferenceCertificateNumber | nvarchar(50) | NULL |
| ||||||
PackagingType | nvarchar(5) | NULL | Batch number | ||||||
GrossWeight | decimal(8,2) | Weight in kg for the case | |||||||
Vintage | nvarchar(10) | Mandatory | Options are one of
| ||||||
TradeTerm | nvarchar(5) | Mandatory | Customs or Excise Goods - Usually A or B | ||||||
CigarettesPerUnit | int | Conditional | Cigarettes only - depends on what unit of measure you intend to use for this type of product. | ||||||
FreeRent | bit | Mandatory | |||||||
ProductionDate | date |
| |||||||
PackagingType | nvarchar(8) | Mandatory | Packaging Types we are looking for the CODE in RED | ||||||
DegreePlato | decimal(5,2) | NULL
| CFSPDocumentCodenvarchar(2) | NULL |
| ||||
OriginalReceiptDate | nvarchar(50) | NULL |
| ||||||
VICertificateNumber | nvarchar(50) | NULL |
| ||||||
VICertificateFKCFSPDocumentCode | nvarchar(50) | NULLOriginalReceiptDate | date |
| |||||
FirstDateReceivedToStore | nvarchar(50) | NULLdate |
| ||||||
Currency_VATValueAdjustment | nvarchar( | 503) | NULL | Three digit ISO code e.g. USD, GBP, EUR | LicenseRequired | nvarchar(50) | NULL | true / false (case sensitive!)https://visionsoftware.atlassian.net/wiki/spaces/IMP/pages/3183116289/WMS+Import+Code+Lists#Currencies we are looking for the CODE in RED | |
NilVATApplicable | nvarchar(50) | NULL | True / False | ||||||
PresentBottles | nvarchar(50) | NULL | Integer Value – do not include frozen quantity within this | ||||||
PresentCases | nvarchar(50) | NULL | Integer Value – do not include frozen quantity within this | ||||||
ReceiptDocRef | nvarchar(50) | NULL |
| ||||||
UCRReference | nvarchar(50) | NULL |
| ||||||
UCRSubReference | nvarchar(50) | NULL |
| ||||||
VATValueAdjustment | nvarchar(50) | NULL | Decimal value | ||||||
BottlesFrozen | nvarchar(50) | NULL | Integer Value | ||||||
SiteCode | nvarchar(50) | NOT NULL | Must be one of the pre-agreed site codes | ||||||
SingleSize | nvarchar(50) | NULL | Single (bottle) Mandatory | ||||||
VATValueAdjustment | decimal (8.2) | ||||||||
SingleSize | decimal(8.5) | Mandatory | Where no applicable use 1.00 otherwise Single size, in LITRES, must be greater than 0 | FKSupplierOption | int | NULL | Integer Value assigning to tblStock.FKSupplierOption – pointing to systblSupplierOption.PKSupplierOption