I ran the Refresh part bin QH from partTran on my system Monday to try and clean up some bins that didn’t look right -this hasn’t been run in a very long time to my knowledge and I know I should have tried this in test first :(. Unfortunately, this caused a major problem on my system because now time phase is wrong and it populated records into my part bin table that should not be there. In doing some investigating, it looks like there are older part Tran records missing from my table so when the refresh is done, the balance is thrown off (no idea how records were purged because we haven’t purposely purged any data). For example, I have a finished good that is missing all of the MFG-STK transactions prior to 2011 but the STK-CUS transactions are still in there so when this refresh recalculates, the onhand balance it thinks that it should be a negative number and puts that value into our default warehouse bin location(luckily we do not use the default regularly so it sticks out like a sore thumb). It does the same for purchase parts except that the older STK-MTL records are missing so the value that gets populated is a large positive number because of all of the purchase order receipt transactions. I have had a ticket open with Epicor since Monday and they have yet to be able to solve my problem. What I would like to do is add a record to the part Tran table dated years ago that has the value that is showing in my default warehouse. That way when the refresh part bin is run again the part tran file will have the correct number and the program will update the bins accordingly. I have seen several posts about not doing anything to the part trans file so I am open to suggestions on how to fix this otherwise. We are talking thousands of records and I’m trying to avoid doing any manual transactions. The other issue with doing the manual adjustments is that it would affect my General Ledger and I do not want to do that. Any help would be greatly appreciated.
Do you have DMT?
If you do quantity adjustments, you pick a reason code, which can be tied to a GL code. If you set it up to where the code goes to the same account as inventory, then the transaction will not hit the GL, because it is a simultaneous debit and credit to the same account, and the Posting Engine is trained to skip those.
I do not like that Refresh screen at all. I’ve used it only if absolutely needed.
I’m not trying to beat you up - we are here for you, and we’ve all run into big messes before. But FYI, I suggest you read this for the future.
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