We changed the ProdCode.TaxCatID on all of our part groups. Now, the Part.TaxCatIDs are all out of sync and need to equal the TaxCatID set at the ProdCode level.
What is the best way to update the TaxCatID for all parts to equal the part’s ProdCode.TaxCatID? (We have around 50k parts).
Make a DMT template with the required fields and TaxCatID. Make a BAQ to get the required fields and the TaxCatID from the product group rather than the part. Test the DMT is your test environment for a few records. Run it in live. Validate the uploaded correctly.
Besides specifically how to do it, if you just don’t define the tax category at the part level will it use the tax category on the product group? If so, you dont really need to define it at all at the part level. You could probably just clear the field and only use it if it differs from what you have on the product group.
Thanks. This is the route I had figured, but was wondering if some process existed to do this automatically.
As for clearing, yes, we understand that having a blank tax category at the part level will then use the product group tax cat, but moving forward it may be confusing to users because when new parts are created the part tax category automatically prefills when choosing a product group. Having some parts with the tax cat and others is not desirable. Ideally, if we could turn off the auto-fill when selecting a part category that would be best.