CSV import: Serial numbers

Importing serial numbers can be a manual, labor-intensive process, so Sage Intacct has introduced three new ways to add serial numbers to Intacct: through the Web Services API, nested lines in a CSV file, and an updated UI table for easier manual entry.

The API

You can import serial number tracking information with Purchasing, Order Entry, and Inventory transactions using the new API. Serial numbers for serialized items, multiple lot numbers, and multiple row, aisles, and bins for a single detail line item can be imported using the API calls. You can also add different expiration dates for a single detail line item. The validations for the import via API are the same as the ones in the UI: for example, you must enter a serial number for each item up to the quantity of items in the line.

For more information on the API, visit the Sage Intacct Developer Community.

Updated CSV

You can also import serial number information using updated CSV import templates for Inventory Control, Order Entry, and Purchasing transactions. For more information in the specific templates, see:

In each of the above CSV templates are the following columns where you can enter serial number information.

When importing data, names in the FIELD column may differ from terminology used in your location. For information on terms that may differ in your location, see Terminology across locales.

Field Name: COMPONENTID

Field Name:

 COMPONENTID

Required:

 Yes, when a Kit has a child component that has either serial numbers or lots.
Notes:

Specifies the Item ID of a child of a kit that has a serial number or Lot assigned to it.

Only used in the Inventory Control and Order Entry CSV templates.
Field Name: TRACK_QUANTITY

Field Name:

 TRACK_QUANTITY
Required: Yes, if Items have lots.
Notes:

Lot tracking can have multiple units in a given lot. Use the TRACK_QUANTITY column to define the quantity.

For example: The total quantity of the line is 10 units, but 6 units are in LOTNO Apple and 4 units are in LOTNO Banana. The 6 and 4 are defined in the TRACK_QUANTITY field.
Field Name: SERIALNO

Field Name:

 SERIALNO
Required: Yes, if you are importing an Item that's serialized.
Notes: If you are importing an Item that's serialized, then the serial number columns should be populated. There can only be one unit per Serial Number.
Field Name: AISLEID

Field Name:

 AISLEID
Required: No
Dependencies: Must be part of a valid Warehouse.
Notes: Used to designate an aisle.
Field Name: ROWID

Field Name:

 ROWID
Required: No
Dependencies: Must be part of a valid Warehouse.
Notes: Used to designate a row.
Field Name: BINID

Field Name:

 BINID
Required: No
Dependencies: Must be part of a valid Warehouse.
Notes: Used to designate a bin.
Field Name: LOTNO

Field Name:

 LOTNO
Required: No
Notes: Lot tracking can have multiple units in a given lot. The units are defined as the quantity in TRACK_QUANTITY.
Field Name: EXPIRATION

Field Name:

 EXPIRATION
Required: No
Notes: Used to designate the expiration date of the item.
Field Name: INVDOCUMENTSUBTOTALS_PROJECTID

Field Name:

 INVDOCUMENTSUBTOTALS_PROJECTID
Required: No
Notes:

Used to designate the project ID on an invoice document.

Only used in the Inventory Control CSV template.
Field Name: INVDOCUMENTSUBTOTALS_CUSTOMERID

Field Name:

 INVDOCUMENTSUBTOTALS_CUSTOMERID
Required: No
Notes:

Used to designate Customer ID on an invoice document.

Used only in the Inventory Control CSV template.
Field Name: INVDOCUMENTSUBTOTALS_VENDORID

Field Name:

 INVDOCUMENTSUBTOTALS_VENDORID
Required: No
Notes:

Used to designate Supplier ID on an invoice document.

Only used in the Inventory Control CSV template.
Field Name: INVDOCUMENTSUBTOTALS_EMPLOYEEID

Field Name:

 INVDOCUMENTSUBTOTALS_EMPLOYEEID
Required: No
Notes:

Used to designate Employee ID on an invoice document.

Only used in the Inventory Control CSV template.
Field Name: INVDOCUMENTSUBTOTALS_CLASSID

Field Name:

 INVDOCUMENTSUBTOTALS_CLASSID
Required: No
Notes:

Used to designate Class ID on an invoice document.

Only used in the Inventory Control CSV template.
Field Name: INVDOCUMENTSUBTOTALS_ITEMID

Field Name:

 INVDOCUMENTSUBTOTALS_ITEMID
Required: No
Notes:

Used to designate Item ID on an invoice document.

Only used in the Inventory Control CSV template.
Field Name: PODOCUMENTSUBTOTALS_ITEMID

Field Name:

 PODOCUMENTSUBTOTALS_ITEMID

Required:

 No
Notes:

Used to designate an Item ID on a PO.

Only used in the Purchasing CSV template.

Updated UI

The user interface has been updated, making it easier to enter serial numbers, lot numbers, expiration dates, and aisle, row, and bin tracking information.