Convert item type - item setup incorrectly

SUGGESTED

We have a large number of items in our inventory that were setup incorrectly.

The items have activity posted against them.

Is there any way in the data tables to flip a raw material item to a finished good?

For example, our BOM pulls together the raw materials to create a finished good which we then sell to our customers.

However, the person who setup the Finished Good item number in Sage 500 chose "Raw Materials" from the Item Type drop down box.

Suggestions? Thank

s!

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  • 0
    SUGGESTED

    At Sage 500 ERP, we HIGHLY discourage changing an item's type in Sage 500 ERP.  This is why I do not believe there is a UI capability to do this.  Doing so using other means is unsupported.

    In general, we recommend adding new items with the correct item type, and replacing the previous item with the new item where it is used.  If there are only a few items involved, this tedious task may not be so bad, but it could possibly distort histories at a high level, among other things.  If the item name is really important, you would rename the old item to something similar and create the new item with the old item's names.  Renaming is just a cosmetic issue but may be important for other reasons (report descriptions, external integrations, etc.).  Internally, when "ItemA" gets renamed to "ItemB", the internal reference to the item stays the same so if "ItemA" was on a routing and gets renamed, the routing would show "ItemB" going forward.

    Given that BIG warning, of any item type change finished good to or from Raw Material is likely the least risky of any other combination.  The actual process of making this happen is relatively easy but the complications and hidden side-effects may not be readily apparent.

    If you wish to go this route I would suggest that you be sure to work with an experienced partner for their input and execution especially in the manufacturing module.  They may know of  the various risks and trade-offs involved in such an effort.  Some of them might even monitor these threads. Wink

    I am not endorsing any type of solution here and just want to make sure that you understand it may not be as simple as it seems like it appears to be.

Reply
  • 0
    SUGGESTED

    At Sage 500 ERP, we HIGHLY discourage changing an item's type in Sage 500 ERP.  This is why I do not believe there is a UI capability to do this.  Doing so using other means is unsupported.

    In general, we recommend adding new items with the correct item type, and replacing the previous item with the new item where it is used.  If there are only a few items involved, this tedious task may not be so bad, but it could possibly distort histories at a high level, among other things.  If the item name is really important, you would rename the old item to something similar and create the new item with the old item's names.  Renaming is just a cosmetic issue but may be important for other reasons (report descriptions, external integrations, etc.).  Internally, when "ItemA" gets renamed to "ItemB", the internal reference to the item stays the same so if "ItemA" was on a routing and gets renamed, the routing would show "ItemB" going forward.

    Given that BIG warning, of any item type change finished good to or from Raw Material is likely the least risky of any other combination.  The actual process of making this happen is relatively easy but the complications and hidden side-effects may not be readily apparent.

    If you wish to go this route I would suggest that you be sure to work with an experienced partner for their input and execution especially in the manufacturing module.  They may know of  the various risks and trade-offs involved in such an effort.  Some of them might even monitor these threads. Wink

    I am not endorsing any type of solution here and just want to make sure that you understand it may not be as simple as it seems like it appears to be.

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