IRIS 1001173 – Required Excel spreadsheet structure 

IRIS message 1001173 pops-up upon clicking on Import initial stock from Excel file menu item in the Import/Export data button in the Receiving document taskbar.

The IRIS message consists of:

• The title and a cancel button (x)
• Information about the required structure of an Excel file for importing the initial stock
• Import – Command to import the Excel file after you have properly structured it.
• Cancel – The procedure is cancelled if the Excel file is not properly structured.
• Show Help – Command that opens your browser on this PANTHEON UserSite with instructions regarding this particular issue (this page).

Importing initial or opening stock from a previously prepared Excel file is mostly very valuable for users starting to use the program, but you can also use it at other opportunities.

Preparing the Excel file for Initial stock import

Before starting with the import procedure, make sure to fill in data in the header of the receiving or internal receiving document, select the warehouse and save the document.

To import the initial stock, you have to prepare an Excel file with a suitable structure, as is advised in the pop-up IRIS information message Required Excel spreadsheet structure and here below. For a comprehensive adequacy, at least the first three columns (with content) have to be filled in.

Column A = Item ID
Column B = Quantity
Column C = Purchase price per unit
Column D = Note (optional data)

Excel file example

Here is an example of a created Excel file for importing initial stock into the program:

Warning For a successful import of the initial or opening stock, all items have to be entered into the Items register first!

WARNING The first line of columns for import of initial stock is intended for column names, which is why the program will not consider the first line at import. You can name the Excel file randomly (e. g. Initial stock). For optimum operation, please use an Excel file version Excel 97-2003 or newer.

Hint In the LT/LX version, you can access Import initial stock from Excel file from the Inventory Excess/Initial Stock document. In other versions, you can access it from all receiving and internal receiving documents.