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BinInventories EDBL Setup Guide

Distributor guide to the BinInventories EDBL import in Encompass: update bin inventory levels for integrations or data migration, with required fields and how adjustment bin trans are created.

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Written by Bailey Naas-Thornton

Minimum Version Required: 20.01

Pre-Conditions

The BinInventories EDBL updates and manages inventory levels for bins. This guide outlines the mappable fields, their purposes, prerequisites, and important considerations to ensure a smooth process.

1. Review data & map fields

Ensure that all required and desired fields are properly mapped in the import data. See Fields & Definitions for more information about each field in the EDBL.

2. Before running the EDBL, ensure the following:

  • Location Mapping: Either LocationID or LocationID_Translation must be mapped.
    If no matching LocationID is found in the system, a warning will appear: "LocationID not mapped."

3. Import Actions

Only the following import actions are respected:

  • AddOnly

  • UpdateOnly

  • UpdateOrAdd

If other import actions are used, no data will be processed.

4. How Inventory Updates Work

This EDBL updates bin inventory levels directly. Here’s how the process works:

  • The provided inventory value replaces the current BinInventory.Inventory.

  • Two BinTrans records are created to adjust the bin inventory:

    • A negative adjustment (AdjBinID) to decrease the previous inventory level.

    • A positive adjustment to reflect the new inventory level.

Example:
If BinInventoryID 1 has an initial inventory of 10 units and the import file specifies 20 units:

  1. The final inventory becomes 20 units.

  2. Two BinTrans records are added:

    • AdjBin reduces inventory by -10 units.

    • Bin adds +10 units.

5. Additional Notes

There are no scheduled tasks that need to run after this EDBL. Bin Inventories are immediately updated, and matching BinTrans records are created to reflect any moves. Bin Trans may take up to 15 minutes to be visible in the Bin Trans table. Immediate impact can be seen on the Bin Inventories table or in the Bin Audit tool, where changes to bin inventory over time can be reviewed for a specified product and bin.

Fields And Definitions

  • LocationID_Translation: Maps to LocationID through table translation. (Required*)
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  • LocationID: Directly provides the LocationID. (Required*)
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  • BinID_Translation: Maps to the BinID through table translation. (Required*)
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  • BinID: Specifies the target bin ID. (Required*)
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  • AdjBinID: Specifies the adjustment bin ID; defaults to DefaultBins.AdjustBinID if not mapped.
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  • ProductID_Translation: Maps to the ProductID through table translation. (Required*)
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  • ProductID: Specifies the target product ID. (Required*)
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  • Inventory: Updates the number of units (NumUnits).
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  • PurchaseID: If mapped, finds a PurchaseTransID for the product in the specified purchase.
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  • PurchaseTransID: Updates BinInventory.PurchaseTransID. Creates BinLots if the bin’s BinZones.RequirePalletTag > 0.
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  • WholesaleUnitsPerCase: Defaults to the product’s Package.WholesaleUnitsPerCase if not mapped.

*Only one of the noted fields must be mapped, but both are not simultaneously required.

Best Practices

  • When to use: The BinInventories EDBL is best suited for situations where the "from bin" needs to be specified, but any variance in inventory can shift into an adjustment bin. If new inventory quantities simply need to be updated for a collection of bins, for example, the BinInventories EDBL is the right choice.
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  • The BinInventories EDBL is primarily intended for use within integrations or during the data migration process.

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