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Serializing existing inventory

I've convinced the people who matter that we need to go to serialized inventory. I have LOTS of items in my SO & HQ databases that I need to convert from Standard to Serialized item type.

Here's what I have in mind--you tell me what I've missed...

  1. Identify items to be changed from Standard to Serialized. Easy. I will use a Symbol PocketPC scanner and PTS' Tracer software to scan the Item Lookup Codes and Serial Numbers from most of the items. Floor models will have to be entered manually, but overall they're a small percentage of the entire inventory.

  1. Review the scanned data in Excel to make sure that all of the Item Lookup Codes are valid. I can query my SO db for all items in the proper department(s) and use VLOOKUP to confirm that I have everything I need. I can also associate the ItemLookupCode and ID in Excel at this time.

2A. BACKUP HQ & SO DATABASES!

  1. HQ Admin: QUERY UPDATE Item SET ItemType = 1 WHERE ItemLookupCode = X (change ItemType from Standard to Serialized)

  2. HQ Manager: WORKSHEET 250 (all items) (tell the SO db that the items are now Serialized)

  1. HQ Client: CONNECT (make certain that the 250 completes with no errors)

  2. SO Admin: QUERY SELECT * from Item WHERE ItemType = 1 (should return a list that includes all of the items changed above along with the 60-70 items already serialized)

  1. SO Admin: QUERY SELECT * from Serial

  2. MS Excel: create a list of items & serial numbers ItemLookupCode, Item ID, SerialNumber duplicates are OK in all fields except S/N

  1. MS Excel: use VLOOKUP to eliminate any duplicates found in steps 6 & 7

  2. SO Admin: QUERY INSERT into Serial (ID, ItemID, SerialNumber, Status) VALUES (ID*, ItemID, SerialNumber) *auto-generated, starting at max existing ID + 1

  1. Wait for the next 401 or run one manually. Serial numbers will be sent from SO to HQ.

I tried this twice today (without the queries). I changed the item type at HQ, ran the 250, checked the item in SO (item type was successfully updated), entered a serial number, ran a 401, checked item properties in HQ and serial number was listed.

Did I miss anything?

Tom

Reply to
Terrible Tom
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TT,

Without actually doing it, everything looks right.

I would try it for a half dozen of ILCs and test it out.

Reply to
Jeff

Thanks. I'm working on it right now. I've come across a few items in my SO database that aren't in my HQ db. Can I correct this by just creating the items in HQ and running a 250, or is there more to it than that?

Tom

Reply to
Terrible Tom

TT,

Yes, just make sure that the description is exactly the same.

Reply to
Jeff

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