Warehouse Inventory - Updating Journal Vouchers (JV) information

Finance reviews transactions from Knack and AIMs, she provides a spreadsheet for DTS to only update the JV ID to the transaction records.

Steps

1. Remove all columns from the spreadsheet except TXN ID, Journal Voucher Date, and Journal Voucher ID . Use "Save As" a CSV file so it can be imported.

2. Pick an TXN ID and review record has no Journal Voucher Status before import under Report "Completed Inventory Transaction Report"

3. Import the CSV file into the inventory_transactions object by navigating in Records > Import.

   • Does the first row of your data contain column headers? Yes

   • Do you want to update existing inventory_transactions records with this import? Yes

   • Update records where the following rules match: TXN ID matches Transaction ID

   • What if no matching record is found to update? Skip the row and do nothing

4. Map columns to Knack fields: Map TXN ID to Transaction ID , the other columns Journal Voucher ID and Journal Voucher Date

KNACK FIELD	COLUMN
TXN ID	Transaction ID
Journal Voucher ID	Journal Voucher ID
Journal Voucher Date	Journal Voucher Date

1. The Journal Voucher Status field will update automatically from a field rule

2. Pick an TXN ID and review record and confirm Journal Voucher Status field is updated after import under Report "Completed Inventory Transaction Report"