Is there a way to change UOM in Epicor 9?

system · May 29, 2013, 11:01am

It's built in to 702 and available upon request for 701 and I think 700 as well.

It does check to make sure there are no open transactions for the part in question before allowing the change to occur.

--- In vantage@yahoogroups.com, Joshua Giese <jgiese@...> wrote:
>
> Wait so in 702 they released a utility for changing the UOM of a part?!
>
>
>
> Joshua Giese
>
> CTO
>
> 920.437.6400 Ext. 337
>
> Site ID: 27450-E905700B2-SQL64
>
> ----- Original Message -----
>
> From: "Elizabeth" <gracefulthreads@...>
> To: vantage@yahoogroups.com
> Sent: Wednesday, May 29, 2013 8:40:35 AM
> Subject: [Vantage] Re: Is there a way to change UOM in Epicor 9?
>
>
>
> In 9.05.702, it's under System Management > Utilities > Part UOM Conversion.
>
> It's part of my testing methodology... my engineers are quite excited by it. Oh Joy.
>
> Ernie Lowell
> Diba Industries
>
> --- In vantage@yahoogroups.com , "Dan Sirow" <dansirow@> wrote:
> >
> >
> >
> >
> >
> >
> >
> > I was told at Insights there is a way with 9.05.702.
> >
> > From field help for Primary UOM on Part Screen:
> > Once a new part has been assigned a primary Inventory UOM code and is saved or used for any kind of transaction in the Epicor application, the Inventory UOM code can only be changed using the Part UOM Class Conversion Maintenance program.
> >
> > But I can't find that program - I would call support and ask. If you find out, let us know.
> >
> > --- In vantage@yahoogroups.com , "kayd.indaco" <kay.d@> wrote:
> > >
> > > We are loading our master files in Epicor 9.05.700C and realized we loaded some UOMs incorrectly. Now we can't make changes.
> > >
> > > I realize the wrong UOMs can be inactivated, but that makes it messy because there are several of them. Does anyone know of a way to fix this problem? Our planned go live date is in two weeks.
> > >
> > > Thanks in advance for any help,
> > > Kay Doolin
> > > Indaco Metals LLC
> > > 405.273.9200
> > >
> >
>
>
>
>
>
> [Non-text portions of this message have been removed]
>

system · January 17, 2013, 10:30am

We are loading our master files in Epicor 9.05.700C and realized we loaded some UOMs incorrectly. Now we can't make changes.

I realize the wrong UOMs can be inactivated, but that makes it messy because there are several of them. Does anyone know of a way to fix this problem? Our planned go live date is in two weeks.

Thanks in advance for any help,
Kay Doolin
Indaco Metals LLC
405.273.9200

system · January 17, 2013, 10:53am

The long way... that is also the correct way... is to delete that Part Number from any bill of materials, jobs, purchase orders etc... where it's called out. Then exit Epicor go back in and it will let you change the UOM. This assumes that there has not been any transactions against the part.

If there has been transactions against it... or you want to do it the quick way... you can write a BPM that will fix the data for you.

Marco Vissuet
Systems Engineer
Pacific Contours Corporation
Office (619) 670-3900
Fax (619) 670-1643
mvissuet@...<mailto:marcov@...>
http://www.pacificcontours.com/

"The information contained herein may be subject to the International Traffic in Arms Regulations (ITAR) Warning: - This document contains data whose export is restricted by the Arms Export Control Act (Title 22, U.S.C., Sec 2751, et seq.) as amended, or the Export Administration Act (Title 50, U.S.C., App 2401 et seq.) as amended. Violations of these export laws are subject to severe criminal and civil penalties. Disseminate in accordance with provisions of DoD Directive 5230.25.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of kayd.indaco
Sent: Thursday, January 17, 2013 7:31 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Is there a way to change UOM in Epicor 9?

We are loading our master files in Epicor 9.05.700C and realized we loaded some UOMs incorrectly. Now we can't make changes.

I realize the wrong UOMs can be inactivated, but that makes it messy because there are several of them. Does anyone know of a way to fix this problem? Our planned go live date is in two weeks.

Thanks in advance for any help,
Kay Doolin
Indaco Metals LLC
405.273.9200

[Non-text portions of this message have been removed]

system · January 17, 2013, 11:16am

You can change the part uomclassid thru a sql query. We just when live in Oct. and this was something I did to fix our existing data. I think this is something most new implementations have issues with.

This thread is on this type of issue from a few weeks ago. there was a report of a fix from Epicor to change UOMClass, but I have not heard of it. http://tech.groups.yahoo.com/group/vantage/message/117190

Greg

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of kayd.indaco
Sent: Thursday, January 17, 2013 10:31 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Is there a way to change UOM in Epicor 9?

We are loading our master files in Epicor 9.05.700C and realized we loaded some UOMs incorrectly. Now we can't make changes.

I realize the wrong UOMs can be inactivated, but that makes it messy because there are several of them. Does anyone know of a way to fix this problem? Our planned go live date is in two weeks.

Thanks in advance for any help,
Kay Doolin
Indaco Metals LLC
405.273.9200

________________________________
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The information contained in this communication, including attachments, is privileged and confidential. It is intended only for the exclusive use of the addressee. If the reader of this message is not the intended recipient, or the employee or agent responsible for delivering it to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us at 727-578-6280 and immediately delete the communication.

"This (document/presentation) may contain technical data as defined in the International Traffic In Arms Regulations (ITAR) 22 CFR 120.10. Export of this material is restricted by the Arms Export Control Act (22 U.S.C. 2751 et seq.) and may not be exported to foreign persons without prior approval form the U.S. Department of State."

[Non-text portions of this message have been removed]

system · May 28, 2013, 5:00pm

We have the same issues
If you change it with a query to the DB what tables do i have to update?
And is there any side effects to this?
And what if there is transactions against the part?

On 2013-01-17 11:17 AM, "Greg Payne" <gpayne@...> wrote:

> **
>
>
> You can change the part uomclassid thru a sql query. We just when live in
> Oct. and this was something I did to fix our existing data. I think this is
> something most new implementations have issues with.
>
> This thread is on this type of issue from a few weeks ago. there was a
> report of a fix from Epicor to change UOMClass, but I have not heard of it.
> http://tech.groups.yahoo.com/group/vantage/message/117190
>
> Greg
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of kayd.indaco
> Sent: Thursday, January 17, 2013 10:31 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Is there a way to change UOM in Epicor 9?
>
> We are loading our master files in Epicor 9.05.700C and realized we loaded
> some UOMs incorrectly. Now we can't make changes.
>
> I realize the wrong UOMs can be inactivated, but that makes it messy
> because there are several of them. Does anyone know of a way to fix this
> problem? Our planned go live date is in two weeks.
>
> Thanks in advance for any help,
> Kay Doolin
> Indaco Metals LLC
> 405.273.9200
>
> ________________________________
> CONFIDENTIALITY NOTICE
>
> The information contained in this communication, including attachments, is
> privileged and confidential. It is intended only for the exclusive use of
> the addressee. If the reader of this message is not the intended recipient,
> or the employee or agent responsible for delivering it to the intended
> recipient, you are hereby notified that any dissemination, distribution or
> copying of this communication is strictly prohibited. If you have received
> this communication in error, please notify us at 727-578-6280 and
> immediately delete the communication.
>
> "This (document/presentation) may contain technical data as defined in the
> International Traffic In Arms Regulations (ITAR) 22 CFR 120.10. Export of
> this material is restricted by the Arms Export Control Act (22 U.S.C. 2751
> et seq.) and may not be exported to foreign persons without prior approval
> form the U.S. Department of State."
>
> [Non-text portions of this message have been removed]
>
>
>

[Non-text portions of this message have been removed]

system · May 28, 2013, 5:23pm

I don't believe historical transactions will have any basis on future ones with regards to quantities issued, received, or inventoried. If you change the UOM you will have to be sure to update your quantities on hand so they reconcile with your current unit of measure. Part.UOM I believe is the table.field, also if you have part specific UOM conversions you'll need to address those in the PartUOM table. But as always...buyer beware as YMMM...

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Ephraim Feldman
Sent: Tuesday, May 28, 2013 4:01 PM
To: Vantage Yahoo Group
Subject: RE: [Vantage] Is there a way to change UOM in Epicor 9?

We have the same issues
If you change it with a query to the DB what tables do i have to update?
And is there any side effects to this?
And what if there is transactions against the part?

On 2013-01-17 11:17 AM, "Greg Payne" <gpayne@...> wrote:

> **
>
>
> You can change the part uomclassid thru a sql query. We just when live
> in Oct. and this was something I did to fix our existing data. I think
> this is something most new implementations have issues with.
>
> This thread is on this type of issue from a few weeks ago. there was a
> report of a fix from Epicor to change UOMClass, but I have not heard of it.
> http://tech.groups.yahoo.com/group/vantage/message/117190
>
> Greg
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
> Behalf Of kayd.indaco
> Sent: Thursday, January 17, 2013 10:31 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Is there a way to change UOM in Epicor 9?
>
> We are loading our master files in Epicor 9.05.700C and realized we
> loaded some UOMs incorrectly. Now we can't make changes.
>
> I realize the wrong UOMs can be inactivated, but that makes it messy
> because there are several of them. Does anyone know of a way to fix
> this problem? Our planned go live date is in two weeks.
>
> Thanks in advance for any help,
> Kay Doolin
> Indaco Metals LLC
> 405.273.9200
>
> ________________________________
> CONFIDENTIALITY NOTICE
>
> The information contained in this communication, including
> attachments, is privileged and confidential. It is intended only for
> the exclusive use of the addressee. If the reader of this message is
> not the intended recipient, or the employee or agent responsible for
> delivering it to the intended recipient, you are hereby notified that
> any dissemination, distribution or copying of this communication is
> strictly prohibited. If you have received this communication in error,
> please notify us at 727-578-6280 and immediately delete the communication.
>
> "This (document/presentation) may contain technical data as defined in
> the International Traffic In Arms Regulations (ITAR) 22 CFR 120.10.
> Export of this material is restricted by the Arms Export Control Act
> (22 U.S.C. 2751 et seq.) and may not be exported to foreign persons
> without prior approval form the U.S. Department of State."
>
> [Non-text portions of this message have been removed]
>
>
>

[Non-text portions of this message have been removed]

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system · May 28, 2013, 5:26pm

I was told at Insights there is a way with 9.05.702.

From field help for Primary UOM on Part Screen:
Once a new part has been assigned a primary Inventory UOM code and is saved or used for any kind of transaction in the Epicor application, the Inventory UOM code can only be changed using the Part UOM Class Conversion Maintenance program.

But I can't find that program - I would call support and ask. If you find out, let us know.

--- In vantage@yahoogroups.com, "kayd.indaco" <kay.d@...> wrote:
>
> We are loading our master files in Epicor 9.05.700C and realized we loaded some UOMs incorrectly. Now we can't make changes.
>
> I realize the wrong UOMs can be inactivated, but that makes it messy because there are several of them. Does anyone know of a way to fix this problem? Our planned go live date is in two weeks.
>
> Thanks in advance for any help,
> Kay Doolin
> Indaco Metals LLC
> 405.273.9200
>

system · May 28, 2013, 6:26pm

Yes you can request support to send you the one off for version 700 up. I got the one for 700c Progress db.

--- In vantage@yahoogroups.com, "Dan Sirow" <dansirow@...> wrote:
>
>
>
>
>
>
>
> I was told at Insights there is a way with 9.05.702.
>
> From field help for Primary UOM on Part Screen:
> Once a new part has been assigned a primary Inventory UOM code and is saved or used for any kind of transaction in the Epicor application, the Inventory UOM code can only be changed using the Part UOM Class Conversion Maintenance program.
>
> But I can't find that program - I would call support and ask. If you find out, let us know.
>
> --- In vantage@yahoogroups.com, "kayd.indaco" <kay.d@> wrote:
> >
> > We are loading our master files in Epicor 9.05.700C and realized we loaded some UOMs incorrectly. Now we can't make changes.
> >
> > I realize the wrong UOMs can be inactivated, but that makes it messy because there are several of them. Does anyone know of a way to fix this problem? Our planned go live date is in two weeks.
> >
> > Thanks in advance for any help,
> > Kay Doolin
> > Indaco Metals LLC
> > 405.273.9200
> >
>

system · May 29, 2013, 8:28am

9.05.702

System Management >Utilities > Part UOM Conversion

Steve

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Dan Sirow
Sent: Tuesday, May 28, 2013 4:26 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Is there a way to change UOM in Epicor 9?

I was told at Insights there is a way with 9.05.702.

From field help for Primary UOM on Part Screen:
Once a new part has been assigned a primary Inventory UOM code and is saved
or used for any kind of transaction in the Epicor application, the Inventory
UOM code can only be changed using the Part UOM Class Conversion Maintenance
program.

But I can't find that program - I would call support and ask. If you find
out, let us know.

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"kayd.indaco" <kay.d@...> wrote:

>
> We are loading our master files in Epicor 9.05.700C and realized we loaded

some UOMs incorrectly. Now we can't make changes.

>
> I realize the wrong UOMs can be inactivated, but that makes it messy

because there are several of them. Does anyone know of a way to fix this
problem? Our planned go live date is in two weeks.

>
> Thanks in advance for any help,
> Kay Doolin
> Indaco Metals LLC
> 405.273.9200
>

[Non-text portions of this message have been removed]

system · May 29, 2013, 8:46am

An updateable dashboard will allow you to change it as well

Rob Bucek
Production Control Manager
PH: (715) 284-5376 ext 311
Mobile: (715)896-4832
FAX: (715)284-4084
[cid:1.234354861@...]<http://www.dsmfg.com/>
(Click the logo to view our site)<http://www.dsmfg.com/>

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Steve
Sent: Wednesday, May 29, 2013 7:29 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Is there a way to change UOM in Epicor 9?

9.05.702

System Management >Utilities > Part UOM Conversion

Steve

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of
Dan Sirow
Sent: Tuesday, May 28, 2013 4:26 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: Is there a way to change UOM in Epicor 9?

I was told at Insights there is a way with 9.05.702.

From field help for Primary UOM on Part Screen:
Once a new part has been assigned a primary Inventory UOM code and is saved
or used for any kind of transaction in the Epicor application, the Inventory
UOM code can only be changed using the Part UOM Class Conversion Maintenance
program.

But I can't find that program - I would call support and ask. If you find
out, let us know.

--- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ,
"kayd.indaco" <kay.d@...> wrote:

>
> We are loading our master files in Epicor 9.05.700C and realized we loaded

some UOMs incorrectly. Now we can't make changes.

>
> I realize the wrong UOMs can be inactivated, but that makes it messy

because there are several of them. Does anyone know of a way to fix this
problem? Our planned go live date is in two weeks.

>
> Thanks in advance for any help,
> Kay Doolin
> Indaco Metals LLC
> 405.273.9200
>

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

system · May 29, 2013, 8:53am

If you run it, it appears to only change the part master if no
transaction have been enter, I tried it and it failed because a quote
detail record existed. The application help also states changes can only
be made if little or no transactions have been entered so it's just for
changing the default type from Dozen to Each with in a class code for
example if you just entered a part in error 5 minutes ago. This is not
some massive record conversion program.

Patrick Winter

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Steve
Sent: Wednesday, May 29, 2013 07:29
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Is there a way to change UOM in Epicor 9?

9.05.702

System Management >Utilities > Part UOM Conversion

Steve

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of
Dan Sirow
Sent: Tuesday, May 28, 2013 4:26 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: Is there a way to change UOM in Epicor 9?

I was told at Insights there is a way with 9.05.702.

From field help for Primary UOM on Part Screen:
Once a new part has been assigned a primary Inventory UOM code and is
saved
or used for any kind of transaction in the Epicor application, the
Inventory
UOM code can only be changed using the Part UOM Class Conversion
Maintenance
program.

But I can't find that program - I would call support and ask. If you
find
out, let us know.

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ,
"kayd.indaco" <kay.d@...> wrote:

>
> We are loading our master files in Epicor 9.05.700C and realized we

loaded
some UOMs incorrectly. Now we can't make changes.

>
> I realize the wrong UOMs can be inactivated, but that makes it messy

because there are several of them. Does anyone know of a way to fix this
problem? Our planned go live date is in two weeks.

>
> Thanks in advance for any help,
> Kay Doolin
> Indaco Metals LLC
> 405.273.9200
>

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

system · May 29, 2013, 9:40am

In 9.05.702, it's under System Management > Utilities > Part UOM Conversion.

It's part of my testing methodology... my engineers are quite excited by it. Oh Joy.

Ernie Lowell
Diba Industries

--- In vantage@yahoogroups.com, "Dan Sirow" <dansirow@...> wrote:
>
>
>
>
>
>
>
> I was told at Insights there is a way with 9.05.702.
>
> From field help for Primary UOM on Part Screen:
> Once a new part has been assigned a primary Inventory UOM code and is saved or used for any kind of transaction in the Epicor application, the Inventory UOM code can only be changed using the Part UOM Class Conversion Maintenance program.
>
> But I can't find that program - I would call support and ask. If you find out, let us know.
>
> --- In vantage@yahoogroups.com, "kayd.indaco" <kay.d@> wrote:
> >
> > We are loading our master files in Epicor 9.05.700C and realized we loaded some UOMs incorrectly. Now we can't make changes.
> >
> > I realize the wrong UOMs can be inactivated, but that makes it messy because there are several of them. Does anyone know of a way to fix this problem? Our planned go live date is in two weeks.
> >
> > Thanks in advance for any help,
> > Kay Doolin
> > Indaco Metals LLC
> > 405.273.9200
> >
>

system · May 29, 2013, 9:43am

Wait so in 702 they released a utility for changing the UOM of a part?!

Joshua Giese

CTO

920.437.6400 Ext. 337

Site ID: 27450-E905700B2-SQL64

----- Original Message -----

From: "Elizabeth" <gracefulthreads@...>
To: vantage@yahoogroups.com
Sent: Wednesday, May 29, 2013 8:40:35 AM
Subject: [Vantage] Re: Is there a way to change UOM in Epicor 9?

In 9.05.702, it's under System Management > Utilities > Part UOM Conversion.

It's part of my testing methodology... my engineers are quite excited by it. Oh Joy.

Ernie Lowell
Diba Industries

--- In vantage@yahoogroups.com , "Dan Sirow" <dansirow@...> wrote:
>
>
>
>
>
>
>
> I was told at Insights there is a way with 9.05.702.
>
> From field help for Primary UOM on Part Screen:
> Once a new part has been assigned a primary Inventory UOM code and is saved or used for any kind of transaction in the Epicor application, the Inventory UOM code can only be changed using the Part UOM Class Conversion Maintenance program.
>
> But I can't find that program - I would call support and ask. If you find out, let us know.
>
> --- In vantage@yahoogroups.com , "kayd.indaco" <kay.d@> wrote:
> >
> > We are loading our master files in Epicor 9.05.700C and realized we loaded some UOMs incorrectly. Now we can't make changes.
> >
> > I realize the wrong UOMs can be inactivated, but that makes it messy because there are several of them. Does anyone know of a way to fix this problem? Our planned go live date is in two weeks.
> >
> > Thanks in advance for any help,
> > Kay Doolin
> > Indaco Metals LLC
> > 405.273.9200
> >
>

[Non-text portions of this message have been removed]

Topic		Replies	Views
Changing IUM in Epicor 9.05.607b Yahoo Archive	3	984	November 14, 2012
E9: Changing UOM Class Yahoo Archive	2	780	July 7, 2016
Cannot change "Inventory" unit of measure for parts in Epicor 9 Yahoo Archive	6	1802	January 26, 2016
UOM record disappears Yahoo Archive	4	527	July 26, 2012
UOM class conversion Yahoo Archive	9	4381	January 11, 2016

Is there a way to change UOM in Epicor 9?

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