Inventory Integration

Note: This feature requires at least one of the following modules licensed at your site:

● Chemical Inventory

● Form R Regulatory Reporting

● Tier II Regulatory Reporting

Inventory Integration is a tool for entering transactions in bulk. When you have large numbers of transactions to enter, Inventory Integration may be the most efficient way to do so. (For a list of all methods of entering transactions, see Entering Transactions.)

When a list of transactions (exported from a purchasing system or entered in an Excel spreadsheet, for example) is properly arranged in a text (.TXT) file, you can upload that file into Comply Plus using Inventory Integration. This tool automatically checks the file for correct formatting and missing data, and then—when the file has successfully passed these checks—every transaction in the file is automatically entered in your system.

This process involves three main steps:

1. Select an Import Method. Different kinds of transactions require different data. Selecting an import method tells Inventory Integration what kind of transactions you plan to import—SDS transactions or part transactions, detail transactions or summary transactions, and so on—so it can process the transactions correctly. Your selected import method not only identifies the kind of transactions to be imported, but also determines the required arrangement for the transaction file to be uploaded. For details on each standard import method provided in Comply Plus, see Import Methods.

Note: Due to varying data formats, transactions from your purchasing system (or elsewhere) may not be easily importable using the standard import methods. If these methods do not meet your needs for this or any other reason, contact Customer Care to have a custom import method designed.

2. Create the Transaction File. The transaction file is the text file whose content is processed into entered transactions. The simplest way to begin a transaction file is by entering the desired transactions into an Excel spreadsheet, each spreadsheet column containing a different piece of transaction data (transaction type, description, date, and so on), according to the arrangement required by your chosen import method (see previous). This spreadsheet may come from a purchasing system or a Quick View report generated as an Excel document (see Reports), or may be composed from scratch. After you save the spreadsheet as a tab-delimited text (.TXT) file, it is ready for import. For further details, see Creating a Transaction File.

3. Import the Transaction File. After the transaction file is created, you import it into Comply Plus using your chosen import method. If any errors or gaps are found in the file, you must correct these and re-import the file until it passes all checks with no problems found. The import is then fully completed, and every transaction listed in the transaction file is automatically entered in your system. For further details, see Importing a Transaction File.

See the following topics for details on these operations:

● Import Methods: Learn about the standard import methods, their uses, and their unique requirements for the transaction file.

● Creating a Transaction File: Create a transaction file formatted according to the chosen import method.

● Importing a Transaction File: After creating a transaction file (see previous), import the file to enter its transactions in your system.