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Stock/Non Stock Item Retirement


cmoreland
Semi-Pro III
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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

  1. what reports did you use to quickly identify parts with no “movement” since XX/XX/XXXX?
  2. 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
 
 

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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.  


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  • Freshman II
  • 13 replies
  • Answer
  • October 3, 2024

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
 
 


Dana Moffat
Acumatica Moderator
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  • Acumatica Moderator
  • 616 replies
  • October 4, 2024

Hi,

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)

 


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Dana Moffat wrote:

Hi,

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! 

 


cmoreland
Semi-Pro III
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  • Author
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  • 109 replies
  • October 4, 2024
travislawson wrote:
Dana Moffat wrote:

Hi,

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! 

 

I did not either nice. 


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  • Semi-Pro III
  • 104 replies
  • October 4, 2024

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 

https://community.acumatica.com/ideas/alert-when-making-objects-inactive-17177

 

 

 


cmoreland
Semi-Pro III
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  • Author
  • Semi-Pro III
  • 109 replies
  • October 4, 2024
quantumlingual wrote:

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. 


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please add grouping as per this attachment as well


cmoreland
Semi-Pro III
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  • Author
  • Semi-Pro III
  • 109 replies
  • October 7, 2024
quantumlingual wrote:

please add grouping as per this attachment as well

So QQ, I am seeing a lot of parts with no Date. What is this telling me? What is the last move date indicating? 

 


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No transactions if no date


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