on 02-10-2017 9:43 AM
Hi,
we have mobile engineers on the road which carry a number of various stock which are set at Min Levels according to their category. 'A' level engineers hold more stock than a 'b' or 'C' level. If we upgrade or downgrade one of these engineers is there a way of quickly reducing or increasing their minimum stock levels instead of going into each part number and manually changing them?
Thanks
Using "Save as template" under import from Excel.
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Hi,
The above logic can be applied via Import from Excel under Admin-->Data Import/Export.
Using this function, you can save template for each Engineer as same as DTW.
Regards,
Nagarajan
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Hi Tom,
Thanks for the clarification. Ok, the short answer, and bad news, there is no such functionality ready in B1.
The long answer, and good news, it can be done easier than changing all the data one by one manually. You can use the DTW (Data Transfer Workbench). Something along the following guide lines:
In other words, a little work setting it up, but after that you are set to update Min Levels with just a couple of clicks.
Regards,
Johan
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Hi Tom,
An error like that can have several different causes. We can go into it here as well, but I would recommend that you post a new question about this issue.
Please include a screenshot of an example row from your import file, and a screenshot of the warehouse code as seen in the B1 client.
Also please list the steps / choices you made in the DTW when you tried to import the file.
Regards,
Johan
Hi Johan,
New question Posted.
Regards
Tom
Hi,
Try with Import from Excel under Admin-->Data Import/Export.
Regards,
Nagarajan
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