Modules»Inventory Control»Consolidate / Merge Item Numbe…
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Last modified on 11/16/2015 2:27 PM by User.

Consolidate / Merge Item Numbers

Because of various reasons, occasionally the same item is entered into the system with two or more item numbers (i.e. different departments enter the ‘same’ item number slightly different), and now you want to merge the information from the two (or more) items, thereby keeping one and deleting the other(s).

 

  1. First, identify the items that are duplicated (or tripled or more!) and decide which one will be kept.  Before proceeding, go into the Warehouse Master (Task 19 in the Inventory module) and make note of the Quantity-On-Hand, Committed and Customer B/O (fields 3, 4 & 5) figures for all of the items, as the correct figures will need to be entered or verified on the item that you decide to keep once the merge is completed.
  2. Next, in the Inventory module, proceed to System Management Functions (Task 32); Change Item Number (Sub-task 10).  The first two screens explain the different ways the process can be done.  When finished reading the two screens, proceed to the third screen, which has the title:  Select basic mode of operation.  Select “M” for Merge.  Answer “Y” to all the questions that appear on the next few screens.  The last screen will prompt for the ‘old’ and ‘merge’ number.  In the ‘old’ field, enter the item that will eventually be deleted, but you want to retain all the history, open orders, etc. to ‘merge’ with another item number.  Then enter the ‘merge’ number, which is the number of the item being kept.  Once the process is completed, another screen will display which files were changed and how many changes were made to each file.  Continue the process with all items that will be deleted/merged.
  3. When the ‘merge’ process is finished, go to the Item Master (Task 17 in the Inventory module) and proceed to Delete Existing Item Records (Sub-task 3).  Enter the number of the duplicate/triplicate item being deleted.  The system will prompt: “Delete Record? YES/NO”.  Type in YES.  Continue with all the items that need to be deleted.
  4. Sort the Item Master (Task #17) when finished.   Use Sub-task #6 (Sort Existing Item Records) to sort the records.
  5. The final step is to go into the Warehouse Master (Task 19 in the Inventory module) for the item number being kept and put in the correct Quantity-On-Hand, Committed, and Back-Order quantities.