Move number inventory instances

Tip

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Overview

Automate allows you to move number inventory instances to a selected hierarchy. It is particularly useful to bulk load number inventory instances that need to be moved.

The feature is available as a view, view/move_data_ini, which can be added manually as a menu item on an administrator menu layout if needed.

Note

Access profile permissions have already been added for all administrator levels to create, read, and export a bulk load template of this view.

Move a number on the view

To use move a number on the view:

1. Select the Internal Number.

2. Select the Move To Hierarchy to move the number to.

3. Click Save to carry out the move operation.

Bulk load

More typically, the view can be used in a bulk load sheet. After exporting the view as a bulk load sheet, the exported sheet header row will be similar to the following:

entity: view/move_data_ini;
hierarchy: sys;
parallel: False;
parallel_transaction_limit: ;
template: ;
meta_prefix: $;
evaluate_macros: False

Columns are then available for:

• Comment: to comment an entry if needed

• Hierarchy Node ($hierarchy): for the source hierarchy

• Action ($action): value is always add

• Internal Number ($internal_number): for the number to move

• Move To Hierarchy (move_to_hn): for the target hierarchy

The image shows an example bulk load sheet: