Data upgrade 803.409C to 9.05.702A

system · May 1, 2014, 5:18pm

In the table for the UOMs, you see the far left columns, one is UOM in 8 and the one next is UOM in 9? I forget the actual label, but what you can do for those is to change what the UOM will be in 9 from 8, so you can change â€œ to a IN for the 9 version and the program updates the records.

If they are just wrong, but you know what they should be, you can do the same as before, update it in the 9 column to the correct abbreviation you want to use going forward.

I am not sure why you would no longer use a unit of measure, UOMs are pretty standard, itâ€™s not like part numbers or things like that, a UOM is a UOM, you should put it in the correct class.

Also, the count section can be tough since multiple types can be done differently, Normally, I suggest that people go with EA for each individual piece instead of multiple options like PC(piece), then a different set of codes for packs, boxes, cases, etc since not all cases or boxes are universal. So use something like BX24 or CS24 if something is bought in a box or case of 24, then also you could have BX12 or CS48 as well, or . This then makes your conversion factors easy, I forget if UOMs are limited to 3 or 4 characters though, so it might need to be B24 or C1K(case of 1000). Those are just some examples that people I have worked with have used.

The complicated things are what the special classes will be created for, example, you buy rolls of sheet metal by the pound, but you use or sell it by the square foot or meter, those are unique and will work themselves out later after the conversion process is done.

Ned Cleary

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From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of zuhaib_akhtar@...
Sent: Thursday, May 01, 2014 4:25 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Data upgrade 803.409C to 9.05.702A

Okay I understand what you are saying.

Now what should I do to an existing UOMs from 803 coversion that have symbols(' for inches) and also Mnemonic(IN) listed?

We also have certain UOMs that we no longer use and few with wrong Mnemonics; Should I dump into a custom class ID and inactivate them later in 905?

Thanks again.

system · April 30, 2014, 2:04pm

I am in the middle of converting Database from 803409C to 904 database in Test environment.

Have issue with UOM:

When I run schema change for 803 o 904 , I got the UOM (unit of measure) window and when I click apply(step 3) I get an error:

"All Units of measure of '83conversion' class must be assigned to a permanent class"

I appreciate any help

PS:

When I scanned the unit of measure(step 1) for my 803 db, the UOM803 and UOM 9.0 popped up by itself after the scan and I closed the window.

I did not do anything for step 2 because as epicor support person its okay to go to next stept(UOM 9.0 was filled same as UOM 803 column)

I am not sure if I should have checked Base or default from the check list to do step 3.

system · April 30, 2014, 5:32pm

You need to assign all UOMs in the 803CONVERSION class need to be assigned to another class, Area, Length, Weight, Volume, etc.

You also need to make sure you select a default UOM in each class, and a Base UOM in each class, and correctly assign any calculation factors as well, like if foot is the base, then inch conversion factor is 12, or meter as base and then centimeter is 100, etc

Also, you cannot have duplicates, so if you use ounces for both liquid volume and weight, you need to assign them differently, loz and woz are the two that I have used, liquid ounce, weight ounce.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of zuhaib_akhtar@...
Sent: Wednesday, April 30, 2014 2:05 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Data upgrade 803.409C to 9.05.702A

I am in the middle of converting Database from 803409C to 904 database in Test environment.

Have issue with UOM:

When I run schema change for 803 o 904 , I got the UOM (unit of measure) window and when I click apply(step 3) I get an error:

"All Units of measure of '83conversion' class must be assigned to a permanent class"

I appreciate any help

PS:

When I scanned the unit of measure(step 1) for my 803 db, the UOM803 and UOM 9.0 popped up by itself after the scan and I closed the window.

I did not do anything for step 2 because as epicor support person its okay to go to next stept(UOM 9.0 was filled same as UOM 803 column)

I am not sure if I should have checked Base or default from the check list to do step 3.

system · May 1, 2014, 8:56am

Thanks Ned for the response.

Can I create 2 different ClassIDs one for Feet and other for Inch, this way I can avoid setting up conversion factor.

And when I am in Epicor 905 later can I edit those classes and add new?

Also if I have only one UOM per classID, do I still need to make it Default and Base?

system · May 1, 2014, 10:20am

No, you want to have the conversion factors, those are important.

For example, if you buy something by the foot, but you use it in production by the inch, then you need that conversion factor. Setting up a different Class for each UOM defeats the purpose of the UOMs and the Classes.

And later on, you can and you canâ€™t edit them, you can add new UOM and add them to an existing class or a new class, but you cannot(technically) edit UOM and Classes after the conversion, this is done on purpose.

There are a lot of posts in the history of the forum that discuss this UOM conversion process from 8.03 to 9.04. I would do a search and go back and read some of them.

This is part of the upgrade process, use that tool and fix as many of the UOMs on parts as possible in your existing DB prior to your go live upgrade, if people have â€œ instead of Inch, try to get those fixed, or oz or pnd or lb, get them as consistant as you can.

You do have the ability to change â€œ to in in the conversion process, or pnd to lb or oz to loz.

And every classID requires a base and a default, if you only have 1 UOM, then that is both the base and the default, but again, donâ€™t go separating out inches and feet and yards into different UOMClasses, that isnâ€™t going to help you in the long run since any time you have to go from one UOM to another, it is going to generate a class specific to that conversion, whereas keeping them in the same class wonâ€™t do that.

The UOM change takes some time to sort out, thatâ€™s what the testing portion of an upgrade is all about.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of zuhaib_akhtar@...
Sent: Thursday, May 01, 2014 8:57 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Data upgrade 803.409C to 9.05.702A