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Actual Count Transactions (Transaction Type "H")

Use Actual Counts to transfer results of physical inventories into Costpoint. You must reference the count ID, as well as a warehouse, if multiple warehouses exist.

To specify the line, enter either the physical count line control number or the part, inventory abbreviation, and location of the counted item. An employee ID and actual count quantity are also required. If the part is serial and/or lot tracked, that information must be provided as well.

The Import Inventory Transactions application tries to match the entered row against the existing physical count lines. If it finds a match, the count information is recorded. If it does not find a match, the process must add a new physical count detail row, as well as inventory records if they do not exist.

Before processing, you must sort the input file records by warehouse, count ID, control number, part, revision, inventory abbreviation, and location.

Input File Excel Template

Go to the Developer Resources page of the Costpoint Information Center to download the Excel template file specifically designed for this preprocessor. Templates for other Costpoint preprocessors are also available at the same location.

Input File

Column Name	Column	Type	Length	Start/End Position	Source	Notes and Defaults
Inventory Transaction Type	S_INVT_TRN_TYPE	Character	1	1	Input file	Required; must be set to H for Actual Counts.
Warehouse ID	WHSE_ID	Alphanumeric	8	2 - 9	Input file	Must be entered if you have more than one warehouse.
Count ID	COUNT_ID	Alphanumeric	10	10 - 19
Counter Employee ID	COUNTER_EMPL_ID	Alphanumeric	12	20 - 31
Control Number	CONTROL_NO	Numeric	9	32 - 40
Count Quantity	COUNT_QTY	Numeric/Decimal (14,4) (-999999999.9999)	15	41 - 55	Input file	Required; must be greater than zero.
Part ID	PART_ID	Alphanumeric	30	56 - 85	Input file	Must be entered if CONTROL_NO not provided. Must be a valid part ID. For fixed length file format, limit to 30 characters. For delimited file format, increase field size to 50.
Part Revision ID	PART_RVSN_ID	Numeric	3	86 - 88	Input file	Enter a space if null. For fixed length file format, limit to 3 characters. For delimited file format, increase field size to 10.
Inventory Abbreviation Code	INVT_ABBRV_CD	Alphanumeric	6	89 - 94	Input file	Must be entered if CONTROL_NO not provided. Must be a valid inventory abbreviation. For fixed length file format, limit to 6 characters. For delimited file format, increase field size to 20.
Inventory Location ID	INVT_LOC_ID	Alphanumeric	15	95 - 109	Input file	Must be entered if CONTROL_NO not provided. Must be a valid warehouse location combination.
Serial Number	SERIAL_ID	Alphanumeric	20	110 - 129	Input file	Required if Part Project and/or Part requires Serial tracking (in the Manage Parts screen in Product Definition).
Lot Number	LOT_ID	Alphanumeric	20	130 - 149	Input file	Required if Part Project and/or Part requires Lot tracking (in the Manage Parts screen in Product Definition).
Reason Code	RSN_CD	Character	1	150
Entry User ID	ENTR_USER_ID	Alphanumeric	20	151 - 170	Input File or Process User ID	Use current user ID if null.
Entry Date	ENTR_DTT	Date (MM/DD/YYYY)	10	171 - 180	Input File	If null, set to current date/time.
Transaction Date	TRN_DT	Date (MM/DD/YYYY)	10	181 - 190	Input file	If null, set to current date.

Error Messages

Column(s)	Error Message	Error Condition/Solution
All Required Fields	The (XXXXXXXXXXXX) field must be entered.	Not supplied in input file.
Warehouse	Warehouse field must be entered.	The From Warehouse is null/space, and you have more than one warehouse in the WHSE table. Enter a valid warehouse from the Manage Warehouses screen in Inventory.
Warehouse	Invalid Warehouse.	The Warehouse (if populated) is invalid. Enter a valid warehouse from the Manage Warehouses screen in Inventory.
Count ID	Invalid Count ID.	The Count ID does not exist in the PHYS_COUNT table. Enter a valid Count ID.
Counter Employee	This XXX does not exist or is inactive.	The employee is invalid or inactive. Enter a valid and active employee ID from the Manage Employee Information screen in Costpoint Employee.
Part ID/Revision	Invalid Part/Rev.	The part/revision does not exist. Enter a valid and active part from the Manage Parts screen in Costpoint Product Definition.
Part ID/Revision	Inactive Part/Rev.	The part/revision is inactive. Enter a valid and active part from the Manage Parts screen in Costpoint Product Definition.
Part ID/Revision	Non-Inventory Part/Rev.	The part/revision is non-inventory. Enter an inventory part. Refer to the part's Inventory Part check box in the Manage Parts screen in Costpoint Product Definition.
Part ID/Revision	Invalid Part Status.	The part status is Pre-Release or Estimating Only. Enter a released part. Refer to the part's Status in the Manage Parts screen in Costpoint Product Definition.
Inventory Abbreviation Code	Invalid Inventory Abbreviation.	The inventory abbreviation code is invalid. Enter a valid and active inventory abbreviation code.
Inventory Location	Invalid Inventory Location.	The inventory warehouse/location is invalid. Enter a valid inventory warehouse/location from the Manage Locations screen in Costpoint Inventory.
Reason Code	Invalid Adjustment reason Code	The reason code does not exist in RSN_CD with S_RSN_WH_USED_CD = 'A' Enter a valid Adjustment Reason Code.
	This Physical Count ID does not exist for this warehouse.	The Warehouse is not null, and the Physical Count ID exists, but it is not valid for the entered warehouse. Enter a Physical Count ID that is valid for this warehouse.
	This Physical Count is not active.	PHYS_COUNT row is found, but active flag = N. Enter an active Physical Count ID.
	This Physical Count Line is not active.	PHYS_COUNT_DETL row is found, but active flag = N. Enter an active Physical Count ID for this line.
	Part, inv abbrev and location are reqd if control no is blank	The control number, part number, location, and inventory abbreviation are all null or space. Enter a valid control number, or enter a valid part number, location, and inventory abbreviation.
	No matching physical count row can be found	The Control Number is not null/space, and the Warehouse (or default warehouse)/Count ID and Control Number combination does not exist in the PHYS_COUNT_DETL table. Enter a Warehouse/Count ID/Control Number combination that matches a Physical Count Line.
	Part, invt abbrev, location does not match control number.	Control Number and part ID are not null/space and if part, location and inventory abbreviation does not match PHYS_COUNT_DETL data for the warehouse/Count ID and Control Number combination.
	Serial Number is required.	The serial number is null, and part/project or part (if part project does not exist) requires a serial number. Enter a valid serial number for the part/project.
	Lot Number is required.	The lot is null, and the part/project or part (if part project does not exist) requires a lot number. Enter a valid lot number for the part/project.
	Invalid ENTR_USER_ID in W_USER_UGRP_LIST	Input file ENTR_USER_ID not null, and value does not match any row Web - compare with W_USER_UGRP_LIST.SEC_OBJ_ID for company of user executing the process.

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Actual Count Transactions (Transaction Type "H")

Use Actual Counts to transfer results of physical inventories into Costpoint. You must reference the count ID, as well as a warehouse, if multiple warehouses exist.

To specify the line, enter either the physical count line control number or the part, inventory abbreviation, and location of the counted item. An employee ID and actual count quantity are also required. If the part is serial and/or lot tracked, that information must be provided as well.

The Import Inventory Transactions application tries to match the entered row against the existing physical count lines. If it finds a match, the count information is recorded. If it does not find a match, the process must add a new physical count detail row, as well as inventory records if they do not exist.

Before processing, you must sort the input file records by warehouse, count ID, control number, part, revision, inventory abbreviation, and location.

Input File Excel Template

Go to the Developer Resources page of the Costpoint Information Center to download the Excel template file specifically designed for this preprocessor. Templates for other Costpoint preprocessors are also available at the same location.

Input File

Column Name	Column	Type	Length	Start/End Position	Source	Notes and Defaults
Inventory Transaction Type	S_INVT_TRN_TYPE	Character	1	1	Input file	Required; must be set to H for Actual Counts.
Warehouse ID	WHSE_ID	Alphanumeric	8	2 - 9	Input file	Must be entered if you have more than one warehouse.
Count ID	COUNT_ID	Alphanumeric	10	10 - 19
Counter Employee ID	COUNTER_EMPL_ID	Alphanumeric	12	20 - 31
Control Number	CONTROL_NO	Numeric	9	32 - 40
Count Quantity	COUNT_QTY	Numeric/Decimal (14,4) (-999999999.9999)	15	41 - 55	Input file	Required; must be greater than zero.
Part ID	PART_ID	Alphanumeric	30	56 - 85	Input file	Must be entered if CONTROL_NO not provided. Must be a valid part ID. For fixed length file format, limit to 30 characters. For delimited file format, increase field size to 50.
Part Revision ID	PART_RVSN_ID	Numeric	3	86 - 88	Input file	Enter a space if null. For fixed length file format, limit to 3 characters. For delimited file format, increase field size to 10.
Inventory Abbreviation Code	INVT_ABBRV_CD	Alphanumeric	6	89 - 94	Input file	Must be entered if CONTROL_NO not provided. Must be a valid inventory abbreviation. For fixed length file format, limit to 6 characters. For delimited file format, increase field size to 20.
Inventory Location ID	INVT_LOC_ID	Alphanumeric	15	95 - 109	Input file	Must be entered if CONTROL_NO not provided. Must be a valid warehouse location combination.
Serial Number	SERIAL_ID	Alphanumeric	20	110 - 129	Input file	Required if Part Project and/or Part requires Serial tracking (in the Manage Parts screen in Product Definition).
Lot Number	LOT_ID	Alphanumeric	20	130 - 149	Input file	Required if Part Project and/or Part requires Lot tracking (in the Manage Parts screen in Product Definition).
Reason Code	RSN_CD	Character	1	150
Entry User ID	ENTR_USER_ID	Alphanumeric	20	151 - 170	Input File or Process User ID	Use current user ID if null.
Entry Date	ENTR_DTT	Date (MM/DD/YYYY)	10	171 - 180	Input File	If null, set to current date/time.
Transaction Date	TRN_DT	Date (MM/DD/YYYY)	10	181 - 190	Input file	If null, set to current date.

Error Messages

Column(s)	Error Message	Error Condition/Solution
All Required Fields	The (XXXXXXXXXXXX) field must be entered.	Not supplied in input file.
Warehouse	Warehouse field must be entered.	The From Warehouse is null/space, and you have more than one warehouse in the WHSE table. Enter a valid warehouse from the Manage Warehouses screen in Inventory.
Warehouse	Invalid Warehouse.	The Warehouse (if populated) is invalid. Enter a valid warehouse from the Manage Warehouses screen in Inventory.
Count ID	Invalid Count ID.	The Count ID does not exist in the PHYS_COUNT table. Enter a valid Count ID.
Counter Employee	This XXX does not exist or is inactive.	The employee is invalid or inactive. Enter a valid and active employee ID from the Manage Employee Information screen in Costpoint Employee.
Part ID/Revision	Invalid Part/Rev.	The part/revision does not exist. Enter a valid and active part from the Manage Parts screen in Costpoint Product Definition.
Part ID/Revision	Inactive Part/Rev.	The part/revision is inactive. Enter a valid and active part from the Manage Parts screen in Costpoint Product Definition.
Part ID/Revision	Non-Inventory Part/Rev.	The part/revision is non-inventory. Enter an inventory part. Refer to the part's Inventory Part check box in the Manage Parts screen in Costpoint Product Definition.
Part ID/Revision	Invalid Part Status.	The part status is Pre-Release or Estimating Only. Enter a released part. Refer to the part's Status in the Manage Parts screen in Costpoint Product Definition.
Inventory Abbreviation Code	Invalid Inventory Abbreviation.	The inventory abbreviation code is invalid. Enter a valid and active inventory abbreviation code.
Inventory Location	Invalid Inventory Location.	The inventory warehouse/location is invalid. Enter a valid inventory warehouse/location from the Manage Locations screen in Costpoint Inventory.
Reason Code	Invalid Adjustment reason Code	The reason code does not exist in RSN_CD with S_RSN_WH_USED_CD = 'A' Enter a valid Adjustment Reason Code.
	This Physical Count ID does not exist for this warehouse.	The Warehouse is not null, and the Physical Count ID exists, but it is not valid for the entered warehouse. Enter a Physical Count ID that is valid for this warehouse.
	This Physical Count is not active.	PHYS_COUNT row is found, but active flag = N. Enter an active Physical Count ID.
	This Physical Count Line is not active.	PHYS_COUNT_DETL row is found, but active flag = N. Enter an active Physical Count ID for this line.
	Part, inv abbrev and location are reqd if control no is blank	The control number, part number, location, and inventory abbreviation are all null or space. Enter a valid control number, or enter a valid part number, location, and inventory abbreviation.
	No matching physical count row can be found	The Control Number is not null/space, and the Warehouse (or default warehouse)/Count ID and Control Number combination does not exist in the PHYS_COUNT_DETL table. Enter a Warehouse/Count ID/Control Number combination that matches a Physical Count Line.
	Part, invt abbrev, location does not match control number.	Control Number and part ID are not null/space and if part, location and inventory abbreviation does not match PHYS_COUNT_DETL data for the warehouse/Count ID and Control Number combination.
	Serial Number is required.	The serial number is null, and part/project or part (if part project does not exist) requires a serial number. Enter a valid serial number for the part/project.
	Lot Number is required.	The lot is null, and the part/project or part (if part project does not exist) requires a lot number. Enter a valid lot number for the part/project.
	Invalid ENTR_USER_ID in W_USER_UGRP_LIST	Input file ENTR_USER_ID not null, and value does not match any row Web - compare with W_USER_UGRP_LIST.SEC_OBJ_ID for company of user executing the process.