Change Model Equipment to Part

Hello @dsimone20 ,

I am looking at a Sales Demo tenant in version 2023 R2, at a Stock Item that has quantity on hand. I am able to edit the Item Class on items:

I’m curious why you cannot change the item classes on stock items, where mistakes were made. The reason could be Access Rights, differences in features that we are using, differences in Configurations, or customizations prohibiting the change.

I don’t have a complete answer yet, just a feeling that the change you are requesting should be possible to carry out.

1. Ask an administrator to try the same change, to rule out insufficient Access Rights.
2. Ask an administrator to temporarily unpublish customizations , to see if you are able to make the changes with customizations temporarily unpublished.
3. Provide a little more detail, please about which modules the site is using, which inventory features are on/off in Enable/Disable screen.

I hope this post helps lead you to an answer.

Laura

Laura

@Laura02, thanks for your reply and sorry I wasn’t more clear. The issue is that the item class was originally incorrectly set to Parts. Now we have items in that item class, and those are identified incorrectly as Parts. We updated the item class so that it is now Model Equipment. Item Class definition (updated):

But the item that were created are still identified as Parts. The change to the item class did not trickle down to the existing items. This is a part in that class.

Help says this setting is read only from the service mgt tab of stock items. But the equipment class is wrong and we are looking for a way to make these items into Model Equipment.

We have others items that were made as Model Equipment and need to be updated to Parts as well.

@Laura02 thanks. That worked, but it overwrites everything that is defaulted from the item class. Was hoping for a less intrusive solution.

Hi,

I think there is a prompt when the class is changed, asking whether to over-write settings. If you answer No, are fields being reset to match the class??

As a last resort, export the Item ID’s along with current settings that are getting over-written, import change of class along with the same settings to set them as they belong at the same time as importing change of class. We can import the answer to the prompt (Dialog answer) at the same time.

Laura

@Laura02 @dsimone20 I came across this post because we ran into the same scenario. We cannot override stock items full class because of manually updated settings, including the conversion factor.

I am going to try an export scenario to see how this exports out, but I would think there would be something easier than this. 

Can we customize those fields to be editable as a temporary customization?

Hello @nhorvathNAW 

Notice in the thread above, in the last post above yours the OP asked about Not Changing other settings. Then they added the "No" Dialog response to their import, to answer Acumatica's prompt and preserve settings on the items whose class is changed.

I hope this helps you!

Laura