Migrating Sage Pro non-inventory items to Sage 100

SOLVED

I'm hoping someone might have a suggestion regarding Sage 100 Inventory migration. I have a client that is currently migrating their non-inventory items into Sage 100. I originally thought that using a misc. item would fit the bill. At first blush, I didn't see an issue until they said they wanted their 60 character description and primary vendors to come over. Since misc. items do not have this capability, and they don't want to deal with inventory transactions, is there a better solution out there? I tried creating kits with a comment line as a component and that works for sales orders but when you add that item to a PO and do a receipt of goods, inventory quantity is applied to that kit. So that wont work. Any help would be appreciated.

  • 0

    Create a UDF using Custom Office for the text description and set it to string 60.

    Using Custom Office hide the original Description field so no entries can be made (stop conflicts on form printing).

    Use Custom Office to add the Primary Vendor # field and the new text field to the Misc Item panel used to create a 'Miscellaneous' type item.  

    When creating a 'Miscellaneous' type item check the 'Drop Ship' box as I believe this bypasses the inventory record when received on a PO.

    Add the UDF text field to whatever forms need to display it.  Use the Crystal field option to display only when CI_Item.Item Type = 5 (Miscellaneous) and you can overlay any existing item description fields while setting their ItemType option to <>5.

  • 0 in reply to PSP-Craig
    verified answer

    Thanks Craig. All that you suggested, except for the drop ship box, was something I presented to them when experienced this issue. You validated what I believe is really the only good workaround. Thanks!