Inventory Worksheet Import Limitations

The Inventory Worksheet Import feature in NetSuite allows users to create new inventory worksheets from a CSV file, streamlining the process of making stock adjustments post-physical inventory counts. While significantly faster than manual entry, there are important limitations to consider when executing these imports.

Key Limitations of the Inventory Worksheet Import

• Single Import Create: Each import can only create one new inventory worksheet. This means you cannot update existing worksheets or create multiple ones in a single import session.
• Data Combination Restrictions: Each import handles only one combination of class, department, location, and subsidiary values. If you require multiple combinations, you must execute multiple import jobs.
• Bin Information Exclusion: The import does not support the importation of bin location details.
• Costing Method Limitations: Similar to the traditional Inventory Worksheet form, this import is optimized for average costing and does not preserve LIFO or FIFO histories.
• New Quantity Exclusivity: New quantity values are exclusive, meaning they do not factor in previous stock totals.
• Item Type Restrictions: Adjustments for lot numbered items, serial numbered items, and inactive items are not supported. Additionally, changes to assembly items only update the assembly's quantity; they do not affect constituent items.
• Line Limitations: Imports can support inventory worksheets with up to 1,000 lines. Be mindful that performance may degrade, and not all rows may process if a timeout occurs during the import. Reducing the number of lines can help mitigate this issue.
• Field Mapping Saving: You cannot save field mappings for future imports.

Permissions Necessary for Import

To perform an inventory worksheet import, you must have the Adjust Inventory Worksheet and Import CSV File permissions. By default, these permissions are assigned only to account administrators and need to be added manually to custom roles for other users.

Useful Resources for Implementation

• For a full overview of the Inventory Worksheet Import process, view the Inventory Worksheet Import Assistant.
• Set up your CSV files according to the Requirements for Inventory Worksheet CSV File Data.
• Learn more about general inventory adjustments in the Inventory Adjustments guide.

Related Topics

• Review related topics and resources for further learning.