Mass transfer to new warehouse?

Epicor ERP 10
, ,
1

We are shutting down a warehouse and so want to move all bins and inventory to another warehouse, preserving the bin names. Is there a tool in Epicor for this kind of mass transfer? I can’t seem to find one.

If not, would this be a good approach?

  1. Use a BAQ to export the PartBin table to collect the inventory
  2. Use a BAQ to export all bins in the old warehouse
  3. Use DMT to import all bins into the new warehouse
  4. Use DMT to update the Warehouse values in the PartBin table from the old warehouse to the new warehouse

Anything I’m missing?

2

Every Part has to be assigned to the new warehouse before moving it (Part > Sites > Warehouse) - aka the PartWhse table.

Your step 4… is Inventory Transfer?

3

Part → Sites … you’re referring to Primary Warehouse, no? Not directly related to moving the inventory but definitely seems like a good point to update that too, thank you, good point.

I tried seeing how the Inventory Transfer tool would work, but it is one part at a time and manually selecting the bins one at a time, it would take an entire day or two. That is why I am asking about how to do this via DMT.

4

Inventory Transfer is an option in DMT.

image

And Jason is referring to the Part Warehouse record. You can do that via DMT as well. You will need to do that before Inventory Transfer will work. The part must be assigned the warehouse as a ‘valid location’ before you can move it to the warehouse.

image

Part Warehouse in the Epicor client (Part Maintenance)
image

2 Likes
5

I’ve used DMT quite a bit over the years but never noticed Inventory Transfer. Thank you for pointing that out!

1 Like
6

I had to do this back in 2008-2009 when DMT was “just a baby”. I used the Inventory Adjustment option within DMT.
In my case, the customer had just gone live that morning, and we found out that their data migration (using an OLD tool called “Pervasive”) was done incorrectly, and they put inventory into the wrong warehouse and all into one “defbin” instead of a correct bin. Luckily we had an inventory listing from the day before with the correct part/warehouse/bin values…

  1. created a BAQ to export all the CURRENT values
  2. Created a spreadsheet from the Current values but made the quantity negative and the current bin/warehouse
  3. Created second spreadsheet to include the new warehouse/bin with POSITIVE values for adjustment
  4. Ran DMT on the first spreadsheet
  5. Ran DMT on the second spreadsheet.

I think the end result was that it took me about 15 minutes to make the two spreadsheets, and another 5 minutes for the 100s of adjustments to process in DMT.