We have almost 100,000 parts and are going to retire about 30,000. I was hoping folks who may have done this type of thing might be willing to share some of their experiences accomplishing this.
Some of the questions I have are
what reports did you use to quickly identify parts with no “movement” since XX/XX/XXXX?
What methods did you use to retire a part? Did you just set it to inactive?
Best answer by quantumlingual
1) Option1: Just modify Stock Items Generic Inquiry as per attachments. filter by date and run status update from Generic inquiry Option2: Taking into account 30000 records to be updated by Generic inquiry you can get errors/timeouts. In this case you can use Export scenario to export items from this Generic Inquiry and Import scenario to deactivate. Option3: Just run database query from customization. 2)Yes usually it is set to inactive
I don’t believe there is an OOB report that does that. I would make a generic inquiry based on INItemSiteHist. There are several different ones, so if you use the DAC browser and search for that you can see the different available ones. I’d look at INItemSiteHist and INItemSiteHistD to see.
If using INItemSiteHist I would do something based on the FinPeriodID or use the SDate field in INItemSiteHistD.
I would then export that data for an import scenario and set them to either Inactive or Marked for Deletion. Marked for Deletion may be more appropriate as you can eventually filter these to see which ones you actually want to delete.
1) Option1: Just modify Stock Items Generic Inquiry as per attachments. filter by date and run status update from Generic inquiry Option2: Taking into account 30000 records to be updated by Generic inquiry you can get errors/timeouts. In this case you can use Export scenario to export items from this Generic Inquiry and Import scenario to deactivate. Option3: Just run database query from customization. 2)Yes usually it is set to inactive
You could use the Dead Stock inquiry. Also, you could use the Inventory Turnover to detect and identify those items with low turnover or that aren’t moving.
You could use substitute to phase out inventory and replace it with a different item that you’ll use to fulfill orders instead. (see Related Items)
You could use the Dead Stock inquiry. Also, you could use the Inventory Turnover to detect and identify those items with low turnover or that aren’t moving.
You could use substitute to phase out inventory and replace it with a different item that you’ll use to fulfill orders instead. (see Related Items)
Nice! I didn’t realize dead stock worked for no sales as well!
You could use the Dead Stock inquiry. Also, you could use the Inventory Turnover to detect and identify those items with low turnover or that aren’t moving.
You could use substitute to phase out inventory and replace it with a different item that you’ll use to fulfill orders instead. (see Related Items)
Nice! I didn’t realize dead stock worked for no sales as well!
Make sure you check item quantities for each warehouse as well as any transactions in an open financial period before marking stock items inactive.
Once an item is inactive you can’t process any transactions with that record, including open sales orders or shipments for the last available stock, adjustments to write-off inventory or even reclassify GL transactions that include the item.
Marking as inactive is the very last step in phasing out inventory, never the first, and Acumatica doesn’t provide a warning when changing item status as noted here
1) Option1: Just modify Stock Items Generic Inquiry as per attachments. filter by date and run status update from Generic inquiry Option2: Taking into account 30000 records to be updated by Generic inquiry you can get errors/timeouts. In this case you can use Export scenario to export items from this Generic Inquiry and Import scenario to deactivate. Option3: Just run database query from customization. 2)Yes usually it is set to inactive
@quantumlingual - this seems interesting however i seem to have duplicated a lot of parts in the modification. I have attached my GI for review if that helps.
We use 3 different kinds of cookies. You can choose which cookies you want to accept. We need basic cookies to make this site work, therefore these are the minimum you can select. Learn more about our cookies.