UOM class conversion

system · January 11, 2016, 12:29pm

Creating a new part is pretty much it if you want it clean. Otherwise you can make DMT and direct SQL edits and do lots and lots and lots of testing.

Joshua Giese
Technology Solutions : CTO

Direct Phone: 920.593.8299
Office Phone: 920.437.6400 x342

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Monday, January 11, 2016 11:27 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] UOM class conversion

Ouch, that sucks. I think I only have one or two transactions on this part (putting in inventory, then removing it), and like you said, it's already locked. On one other part I was able to change the class for some reason, but it must have been that it never had any inventory assigned in the warehouse or any other transaction.

So going forward, what would you do to fix this problem if it showed up in true working environemnt? Making a whole new part number would be the solution that I see to this. Lots of work on the engineering side, but I don't see any other option. Any thought?

Brandon

system · January 8, 2016, 3:39pm

Hi,

Does anyone know if there is a way to convert inventory from one UOM to another?

For example, I have a roll of conduit that is purchased in rolls, so it was set up as EA on the UOM class. We need it to be set up as length, and use a conversion so that the purchaser can buy in rolls and the system convert that into total feet. The initial set up isn't a problem, but since we have inventory in the system under the UOM class EA, it won't let me change the UOM class on the part maintenance screen. It makes sense why it can't because the system wouldn't know how to convert 1 roll into however many feet of conduit.

So is there somewhere that I can tell the system how to convert inventory from one UOM to another and change the base UOM at the same time? Or do I have to zero out the inventory, make the change, and then cycle count up the inventory in the new units?

Thanks,
Brandon

system · January 8, 2016, 3:53pm

Hi Brandon,

What I’ve been told, and have seen on various implementation projects, is that you do need to adjust out the existing inventory, then change the base UOM, then adjust back in the inventory.

-Jeff

Jeff Greenaway

www.CIO-onDemand.com

direct (206) 579-8157

Toll free (844) WORK-CIO

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Friday, January 8, 2016 12:40 PM
To: vantage@yahoogroups.com
Subject: [Vantage] UOM class conversion

Hi,

Does anyone know if there is a way to convert inventory from one UOM to another?

For example, I have a roll of conduit that is purchased in rolls, so it was set up as EA on the UOM class. We need it to be set up as length, and use a conversion so that the purchaser can buy in rolls and the system convert that into total feet. The initial set up isn't a problem, but since we have inventory in the system under the UOM class EA, it won't let me change the UOM class on the part maintenance screen. It makes sense why it can't because the system wouldn't know how to convert 1 roll into however many feet of conduit.

So is there somewhere that I can tell the system how to convert inventory from one UOM to another and change the base UOM at the same time? Or do I have to zero out the inventory, make the change, and then cycle count up the inventory in the new units?

Thanks,
Brandon

system · January 8, 2016, 4:03pm

Changing IUM is very difficult. If you are using a Part Specific, then you are really screwed. You would have to run SQL queries to change the class. Your new class would have to include EA and have a conversion to length because of what is already out in the system. Additionally, if your part plant records are setup with any Min, Max values and the like none of those are UOM adjusted so you would have to update them all manually. Thatâ€™s as far down the rabbit hole as I got before I abandoned ship. Is it possible yes. Is it safe not at all.

Joshua Giese
Technology Solutions : CTO

Direct Phone: 920.593.8299
Office Phone: 920.437.6400 x342

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Friday, January 8, 2016 2:40 PM
To: vantage@yahoogroups.com
Subject: [Vantage] UOM class conversion

Hi,

Does anyone know if there is a way to convert inventory from one UOM to another?

For example, I have a roll of conduit that is purchased in rolls, so it was set up as EA on the UOM class. We need it to be set up as length, and use a conversion so that the purchaser can buy in rolls and the system convert that into total feet. The initial set up isn't a problem, but since we have inventory in the system under the UOM class EA, it won't let me change the UOM class on the part maintenance screen. It makes sense why it can't because the system wouldn't know how to convert 1 roll into however many feet of conduit.

So is there somewhere that I can tell the system how to convert inventory from one UOM to another and change the base UOM at the same time? Or do I have to zero out the inventory, make the change, and then cycle count up the inventory in the new units?

Thanks,
Brandon

system · January 8, 2016, 4:17pm

system · January 11, 2016, 9:23am

Ok, so from all of your responses, it looks like the easiest way is to adjust out the inventory, change the UOM and adjust it back in. So that is the route I am trying to do now. For background, we are setting up E-10, I am in a test environment and this is our initial setup of any kind of electronic inventory in the building. So luckily we have a clean slate, however I would like to understand this so the in the future I know how to tackle these problems.

I'm still running into one problem. I have zeroed out the inventory, and the where used shows no places where this is used, however, the ability to change the UOM class is still greyed out. What things do I need to have in place to allow me to do this? I'm assuming it's 0 inventory on hand and not assigned to any assemblies. This is the case that I have right now, what else would be preventing me from changing the UOM class?

Thanks,
Brandon

---In vantage@yahoogroups.com, <kfierce@...> wrote :

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Depending on what version you are on there is a utilities program called Part UOM conversion that you can run. Here is what I received from support. I have ran this in 9.05.702.

Kristine Fierce

Business Systems Analyst

P: 515.735.7000 x 7460 | D: 515.735.7460

Ag Leader Technology

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Kristine Fierce

Summary: IM Change UOM after transactions

Book: Support Solutions

Page: 15561ESC

PROBLEM DESCRIPTION:

The user has a new part that already has transactions, inventory UOM cannot be changed.

Is this a bug? is this possible to do?

PROBLEM RESOLUTION:

SCR 90428 introduced the new functionality for changing UOMs for parts after transactions available in Utilities > Part UOM conversion. Please take a look at the documentation, there are a few validations to be done before using this menu.

Use Part UOM Conversion Maintenance as needed to change the UOM (Unit of Measure) Class or Primary Inventory UOM code that have been previously assigned to a part in the UOM Class and Primary UOMs - Inventory fields in the Part Maintenance > Part > Detail sheet.

You use this utility for correction of UOM Class and UOM code setup errors for new parts that have had little to no transactional usage in Epicor ERP. For example, you inadvertently assigned a primary Inventory UOM code of BX (Box), but intended to assign a UOM code of EA (Each); you can use this program to correct the problem prior to widespread usage of the part record in Epicor ERP.

After selecting the part number being changed, and specifying the UOM Class and UOM primary Inventory codes being assigned to the part record, you submit the conversion for processing. Before updating UOM Class and UOM codes in a part record:

" Part UOM Conversion Maintenance performs a series of validations based on explicit rules and conditions. Among others, it verifies that there are no on-hand inventory balances and that no open transactions exist for the part. It changes the UOM Class and UOM code assignments on the part record only if all processing conditions and change criteria have been met.

" If all validation conditions and change criteria have not been met, it displays a detailed error message indicating the system table that contains the processing condition preventing the conversion from taking place. Once you make the requested corrections, you can rerun this conversion until all error conditions have been addressed and it successfully updates the UOM Class or Inventory UOM code in the specified part record.

" Refer to the Validations Rules and Conditions, Conversion Reporting help topic for more details.

Note: You should only use Part UOM Conversion Maintenance as a last resort. There are many areas of Epicor ERP in which changing the UOM Class or Primary Inventory UOM could potentially cause problems. After running this program to update the assigned UOM Class and UOM codes in a part record, the Epicor application does not prevent users from later performing transactions that could introduce other problems.

For example, if you reopen an order or job at a later date that was closed at the time you ran Part UOM Conversion Maintenance and they make use of the previously assigned primary inventory UOM or UOM Class, it could result in unintended issues, such as costing problems.

Note: Costs are always calculated based on the Inventory UOM assigned to a part; the Epicor application doesn't automatically recalculate the cost just because the Inventory UOM has been changed. If you change the Inventory UOM code for a part, you need to consider whether the current unit cost is still valid and update it when appropriate.

VERSION:

9.05.702

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Friday, January 08, 2016 3:03 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] UOM class conversion

Changing IUM is very difficult. If you are using a Part Specific, then you are really screwed. You would have to run SQL queries to change the class. Your new class would have to include EA and have a conversion to length because of what is already out in the system. Additionally, if your part plant records are setup with any Min, Max values and the like none of those are UOM adjusted so you would have to update them all manually. Thatâ€™s as far down the rabbit hole as I got before I abandoned ship. Is it possible yes. Is it safe not at all.

Joshua Giese
Technology Solutions : CTO

Direct Phone: 920.593.8299
Office Phone: 920.437.6400 x342

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Friday, January 8, 2016 2:40 PM
To: vantage@yahoogroups.com
Subject: [Vantage] UOM class conversion

Hi,

Does anyone know if there is a way to convert inventory from one UOM to another?

For example, I have a roll of conduit that is purchased in rolls, so it was set up as EA on the UOM class. We need it to be set up as length, and use a conversion so that the purchaser can buy in rolls and the system convert that into total feet. The initial set up isn't a problem, but since we have inventory in the system under the UOM class EA, it won't let me change the UOM class on the part maintenance screen. It makes sense why it can't because the system wouldn't know how to convert 1 roll into however many feet of conduit.

So is there somewhere that I can tell the system how to convert inventory from one UOM to another and change the base UOM at the same time? Or do I have to zero out the inventory, make the change, and then cycle count up the inventory in the new units?

Thanks,
Brandon

system · January 11, 2016, 10:54am

As I mentioned before the system does not allow direct changing of the UOM class. You could use the conversion utility however the new class must have at least all the same UOMs (even if different conversion factors). So changing from an EA to a Length would be pretty difficult depending on how variable your EA is. Again if you are using Part Specific forget about ever changing them again. You get one kick at it, or youâ€™re on a train to pain town.

Joshua Giese
Technology Solutions : CTO

Direct Phone: 920.593.8299
Office Phone: 920.437.6400 x342

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Monday, January 11, 2016 8:24 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] UOM class conversion