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physical_inventory_count_strategy:cleaning_up_your_existing_parts_lists_after_the_count

Cleaning up existing parts after the count

  • After your count has been completed, export a design inventory report of all parts that are not in stock
    • Note: on the first page of the design inventory report you can choose all parts not in stock as the filter.
  • Export the report to excel (not as a .csv file yet as it makes the process less reliable)
  • Add a new column in excel called MarkedForDeletion
  • Place a Y in cell 2 of this column and copy it down the entire list
  • Save the excel sheet
  • Save as a .csv file (do not open the .csv file afterwards. If you accidentally save it, it may be damaged)
  • Perform an inventory data load choosing category, part number, and MarkedForDeletion
  • All of the parts will now be marked for deletion and not show on part searches as long as they remain without quantity.
physical_inventory_count_strategy/cleaning_up_your_existing_parts_lists_after_the_count.txt · Last modified: 2014/12/08 10:03 (9 years ago) by cliff