How to import counting journal with Excel in Dynamics 365?

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In the This post, we talk about import movement journal via excel.

 Some people thought counting cannot be imported because the system locks item for transactions and calculates the on hand online.

In Fact,

for the first point, 

system lock item for transaction based on your setup
so if you activate lock items during the count.




so, if this parameter not activated, you can make any transaction during the counting

and excel validate this parameter also as the below 

I am trying to import item already counted in another open  journal



For the second point 

the system will calculate the onhand when you publish counting journal from excel.

How to import counting journal?

Just go to inventory management /journal entries / item counting / counting


click new and select your journal


click Ok to open journal lines


go to open in excel and select inventory journal lines


click download


open the downloaded sheet and enable editing


Fill the required Data like item number, line number, site, warehouse, counted,..etc




Leave onhand column blank


click publish

after publishing succeed, the system calculates the onhand and refresh it in your sheet as the below



back to counting journal again and refresh your page to see the published data


as you see:: on hand and quantity calculated automatically 

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