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Changing Item class from Assembly to Stock

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  • Changing Item class from Assembly to Stock

    I am trying to change the item class from Assembly to Stock Item. I am going to buy this product complete and we will no longer be having it assembled. Any ideas

  • #2
    you need to give the complete item a different part #.

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    • #3
      My problem is: It should have never been entered as an assy because the vendor is going to make the part and the part # on the drawing is what we are using in peachtree. UGH!!!

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      • #4
        If the original inventory item does not have any transactions associated with it, then you can simply select the item and then delete it using the DELETE icon. If the item has activity, then you can change the item ID to a new Item ID using the Change ID icon and then mark it INACTIVE. Now, you can define the new Item using the original Item ID.
        Rick Prindiville
        PCO Consulting Services, Inc.
        rick@pcosupport.com
        Peachtree Certified Consultant
        Sage Certified Trainer

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        • #5
          We have found a way to accomplish this and still use the original part number. These instructions are for changing an item to non-stock, but the principle is still the same:

          I) Inactivate the unwanted number (no one else can use Peachtree at this time):
          1. From the Maintain menu, select Inventory Items. Enter or select the item ID you want to change. To display a list of existing items, type ? in the Item ID field or select the Lookup button.
          2. From the Edit menu, select Change ID, or select the Change ID button on the window toolbar. Peachtree displays the Change Item ID window.
          3. Add “old” (for stock items) or “bom” (if you want to keep a record of the bill of material) to the current ID, and select OK.
          4. Check the Inactivate box.
          5. Select Save.

          II) Recreate the correct number (no one else can use Peachtree at this time):
          1. With the unwanted number pulled up, delete the “old” or “bom” portion of the item ID
          2. Un-check the Inactivate button
          3. Be sure to write down the GL Account Numbers, because they will be lost.
          4. Change the Item Class to Non-Stock
          5. Enter in the correct GL Account Numbers.
          6. Select OK

          III) Clean up transactions with the unwanted number still on them (can be done with other users on Peachtree):
          1. Run a Purchase Order Report (open purchase orders), and check for any PO’s with “old” part numbers on them. Change the PO to reflect the new part number.
          2. Run a Work Ticket Journal report, and check for any open Work Tickets with “old” part numbers on them. Delete the Work Ticket and re-enter it with the same Work Ticket number.
          3. Run a Sales Order Report (open Sales Orders), and check for any SO’s with “old” part numbers on them. Change the SO to reflect the new part number.
          4. Run a Quotes Register Report, and check for any Quotes with “old” part numbers on them. Change the Quote to reflect the new part number.
          5. Run a Components Use List report, and use it to change the BOM of items where any old numbers are used.
          6. Using Inventory Adjustments, decrease quantity of old part number to zero

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