Importing Scrap Data

This import allows you to import scrap data to record changes in inventory. Use this import to modify current inventory quantities (this import performs the same function as "Scrap" in the Fishbowl Client).

Formatting the Data

You must create a CSV file formatted in a way that Fishbowl knows what to do with the data. This is easiest to do with a spreadsheet program.

Each row of data should look like this:
PartNumber, Location, Qty, Date, Class, Customer, Note, Tracking-Expiration Date, Tracking-Lot Number, Tracking-Revision Level. Any additional tracking fields would follow the Tracking-Tracking name format.

There must be a header row detailing which columns have been specified so Fishbowl knows which columns were entered. Part Number, Location, and Qty are the only required fields unless tracking is present on the part, then the tracking value must be entered. If tracking is not applicable for a part the field can be left blank. The PartNumber column must be the first column listed, but all others may be in any order.

All fields will be one of two types:

CSV Fields Used to Import Scrap Data

Column Name Type Description
PartNumber Text
(70 chars)
The part number to update.
Location Text The Location where the inventory will be adjusted. If you have Location Group tracking on and need to specify a location with a specific location group, prefix the Location name with the Location Group separating them with a "-" (dash). I.E. "Main-Stock 100".
Qty Numeric The quantity to be removed from inventory.
Date Text The date that the cycle count occurred.
Class Text A class to go with the cycle count.
Customer Text A customer to go with the cycle count.
Note Text A note to go with the cycle count.
(See Description) Text The tracking information for the part. The name of the column is the name of the part tracking item prefixed by "Tracking-". (i.e. Tracking-Lot Number)
If the part is not tracked by a particular tracking type the field can be left empty.

If a part tracks serial numbers, then each serial number must be on their own line immediately following its parent line above. If a part tracks more than one type of serial number then you will need a serial number header immediately following its parent line. This header contains the names of the tracking items separated by commas. Then each serial number set must be on their own line following the header.