Move Superceded Histories

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Move Superceded Histories

 

Overview

The Move Superceded Histories option allows the sales histories and other information to be moved from an old source part to a new destination part. A single part or an entire category of parts can be moved. In addition, parts from several different categories can be moved at one time.

To run this function, go into the Inventory module.

Click on Items, Move Superceded Histories. Two options are displayed: Individual and Entire Categories, each of which is discussed below.

 

Move Individual Histories

The Individual option is used to move one part at a time. Select that option, and the following screen will display:

The Source Part is the old part and the Destination Part is the new part or supercession. Click the Add button to begin the process, and the Select Source Part Number window will display:

Select the Manufacturer where the Source Part exists, type in the Stock Number, and then click OK. Note that if there is no shop information to transfer, you will get a message advising of that.

The Select Destination Part Number box will now appear. Choose the Manufacturer for the Destination Part and type in the Stock Number. The description will display.

Next choose either Copy Source or Move Source. If the Copy Source button is selected, information from the old part will be copied to the new part and left intact on the old part. If the Move Source button is selected, information will be moved from the old part to the new part, deleting it in the old part. The Move option would typically be selected if the quantity on hand is zero on the old part and there are no plans to reorder it.

If the Add To Destination button is selected, the histories from the old part will be added to the histories of the new part. If the Replace Destination button is selected, the histories on the Source Part will replace those (if any) on the new part. If both the old and new part have histories, select the Add option. If the superceded part is new, use the Replace option.

Enter the information and click OK. If the program is run now without selecting additional options, the following changes would be made:

Source Part:

  • A Supercession will be added for the part. This shows the number of the Destination Part. (See Inventory, Edit Items, Alternates tab).
  • If the Move Source function was selected, all Inventory Usage fields except On Hand and Used Cores are cleared. (See Inventory, Edit Items, Shop tab, Usage section.) This includes fields such as Monthly Usage, YTD sales, etc.
  • If the Move Source function was selected, the Quantity On Hand Change History is removed. (See Inventory, Edit Items, Activity tab.) This shows invoices, orders, adjustments, etc.

Destination Part:

  • All Usage fields except On Hand and Used Cores are updated with information from the Source Part. (See Inventory, Edit Items, Shop tab, Usage section.) This includes fields such as Monthly Usage, YTD Sales, etc.
  • The Quantity On Hand Change History is created based on information from the Source Part. (See Inventory, Edit Items, Activity tab.) This data shows invoices, orders, adjustments, etc.

As the screen shows, other information can also be copied or moved from the Source Part to the Destination Part.

  • Move Labor Charges – Checking this will create the Labor Charges, Labor Pay, and Labor Skill Level in the Destination Part (see the Master tab in Edit Items).
  • Move Ordering Info – Selecting this option will create the Mininum Order Quantity, Maximum Order Quantity, and Last Sold Date in the Destination Part. (See Inventory, Edit Items, Shop tab, Ordering section.)
  • Move User Codes – This option will create the User Codes (see the Master tab in Edit Items).
  • Move On Hand – Pick this to set the Quantity On Hand in the Destination Part to what it was on the Source Part. (See the Shop tab in Edit Items).
  • Move Alternates – This will cause the Alternates and Cross References to be recreated on the Destination Part (see the Alternates tab in Edit Items).
  • Move Part Notes – Check this to recreate the part notes for the technician and the customer in the Destination Part (see the Notes tab in Edit Items).

Once all desired options have been selected, click the Move button to finish the process. When the program is finished, you will be prompted to print or preview a report. Next click OK or close the box with the X in the upper right-hand corner.

 

Move Entire Categories

The Entire Categories option provides the ability to move superseded histories for an entire category or a group of categories. This is typically done after you have downloaded and installed a supercession pricing file. Select that option, and the following screen will display:

Select the Categories to be moved. Any of the following options may also be selected:

  • Skip Parts In Stock – If the old part(s) still have a quantity on hand, this option should be selected. This will keep the histories with the old part until inventory is exhausted. Once the inventory is exhausted on the old part, this Moving Entire Categories option would have to be run again without checking this option.
  • Move Ordering Info – Selecting this option will move the Mininum Order Quantity, Maximum Order Quantity, and Last Sold Date. (See Inventory, Edit Items, Shop tab, Ordering section.)
  • Move User Codes – Checking this option will move the user defined codes to the new parts. (See the Master tab in Edit Items.)
  • Move Labor Charges – Checking this option will also move any labor charges assigned to the old parts. (See the Master tab in Edit Items.)
  • Move Part Notes – Checking this option will also move any specific Notes that have been entered for the old parts (see the Notes tab in Edit Items).
  • Dry Run – Checking this option will provide a report of what parts are moved without actually moving the information. Don’t forget to un-check this option when it is run for real.

When the system is finished moving histories or generating your dry run report, click Done to exit the program.

 

 

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