The Inventory Actual Usage export, found in Accounting at Transfers / Export, can be used to export an inventory report to Winfield/Land O' Lakes. This export includes Product Amounts on Hand and Bookings that are not invoiced, deleted, or voided.
Note: It may be necessary to send the reporting company's IP address to Land O'Lakes for whitelisting if there are issues with the Web Transfer.
Guidelines
- The User creating the export must be in a default Location that is set up in B2B.
- Any Products included in the export must be in Locations set up in B2B.
- All Products being exported must have the UOM Product Attribute populated.
Note: This is the Attribute selected from the UOM drop-down in the Product Unit of Measure section at B2B / Setup / E-Business. - The API web service has a 1.8MB limit. If the inventory file being sent is larger than this size, multiple API files will be sent when using the Web Service Transfer option. When Save File Locally is selected, there is no file size limit and one file is created.
Setup
SSI Support will need to assist with encrypting credentials to enter into this Setup area unless the PMR export has been set up. In that case, the Client ID and Client Secret can be copied/pasted here.
- Vendor Name – Enter Winfield United as the Vendor Name.
- Vendor GLN – Enter 0034500002851 as the Vendor GLN.
Export
- Use Book Date Range – When selected, the file will be filtered to only include Bookings that have a Book Date within the range entered.
- Web Service Transfer – This option sends via the API and also creates the request files in the Temp folder.
- Save File Locally – When saving a file locally, the file is created in the path designated here. The file should have an extension of .xml.
Note: A file cannot be saved locally and sent via the web service at the same time. - Department Categories – To only export certain Products in Department Categories, select Add Row then choose the Category from the drop-down. Department Categories must first be set up on the Profile tab at Accounting / Setup / Inventory Departments before they are available here.
Note: Department Categories and Product Classifications cannot be used at the same time. - Product Classifications – Choose Product Classifications to only export Products within the Classification(s) selected.
Note: Department Categories and Product Classifications cannot be used at the same time. - Load Set/Save Set – Choose Save Set and enter a Description to remember options chosen here. When ready to recall the information, select Load Set. This prevents the need to set up the same information every time.
