Changes to Current Inventory Setup

Lisa_hazell

Hi,

Please can anyone offer some guidance on how best to approach this, we are currently in the middle of integrating data from one system into our navision system and have 2.5 million items that we need to
A) Switch from using locations without the ''bin mandatory'' checkbox selected to with ''bin mandatory'' selected
Switch from using an item Tracking code without the ''SN Warehouse Tracking Checkbox selected to having this checkbox selected

If there are ledger entries against the item ( which in our case there are lots) you can not select the ''SN Warehouse Tracking'' field on an Item Tracking Code, however this is required - is the only option to this to create new items as i am sure you can understand 2.5 million items is already a lot of items let alone recreating them all again.

c) we need to have SN warehouse tracking selected in order to be able to view and select serial numbers when ''bin mandatory'' is selected, can this be achieved on pre existing items?

pvrb

Good afternoon,

It depends on whether you do need to keep the history or not.
If you do, then this is a pain.

New db - Starting point: You might consider setting up one location code which is going to store the history (all the movements so far) and a new one with the new bin setup.
All Items in the new db with old Item Tracking Code.
New Item tracking code defined, not used yet.

Import history:
A. Some people use SQL (if they know which table to copy across). I always consider this as a risky option as some fields work differently in different versions.
B. So Journals would be my preferred method. If you’re moving data from a version up to Nav 2009 to Nav 2013, journal with dimensions will be complicated anyway.
After import/journal post – run the cost adjustment. Make sure G/L is correct. This is a big task!
After that: Prepare a journal which will get the old location in your new Nav to zero (items still have the old item tracking setup). As a result, there will be new item ledger entries - these entries will have a unique Document No. and the same Posting Date. I would again run the cost adjustment.

Setup changes in the new db:
Modify the Item Tracking code on Item Card.
Use Item Ledger Entries with the specific Document No. (hope all the item tracking is going to be there) to prepare a new positive adjustment journal with another specific Document No. - the Location code will be the new one with the new bin. The tricky bit is to get the posting groups right. Please use codes, do not leave posting groups with blank codes.
If all goes well, you post the journal for the new location and you are done. As this is a positive adjustment, no cost sdjustment is necesary.

I know this is difficult, data never accurate, negative stock, etc. But these, I’m sure, you can cope with this.
Give it a test run and it might work.
Good luck.

Kind regards,
Pavel.

PS: If you only needed Bin Mandatory to be changed, there would be a much easier way.