Deleting an item without a batch number

  • Deleting an item without a batch number

    Posted by DSC Communities on February 26, 2020 at 4:52 pm
    • Leeann Boozer

      Member

      February 26, 2020 at 4:52 PM

      Anyone have a work around for deleting an item in inventory that does not have a batch number? the system will not allow me to delete this but it came over in bad data! We are using AX 2012 R2

      ——————————
      Leeann Boozer
      Olympic Steel Inc
      Bedford Hgts OH
      ——————————

    • Colby Gallagher

      Member

      February 26, 2020 at 8:01 PM

      Hi Leann,Ā 

      I’ve had success with a process like this at a client before:

      1.) Create a new tracking dimension group that is the same as the one assigned to your item, but has “blank issue” and “blank receipt” ticked to yes for batch.Ā 
      2.) Assign this new tracking dimension group to your item.Ā  If the tracking dimension group is greyed out at the released product, it means you have a tracking dimension group defined at the Product level, so you’ll need to remove it at the product level, then make the flip on the released product.Ā  Ā  When you make the change, I believe there is a check that runs thru inventory transactions for any open transactions for that item (IE Issue Status not = Sold and Receipt Status not = purchased).Ā  You should pass this check but maybe you wont, in which case you need to get the offending transactions closed.Ā Ā 
      3.)Ā Make an inventory movement from blank batch to a batch via a movement journal.Ā Ā 
      4.) Run the clean up job at inventory mgmt -> Periodic -> On-hand entries clean up
      5.) Run the clean up job at Inventory mgmt -> Periodic -> Inventory Dimension Clean up
      6.) Change your item’s tracking dimension group back to what it was.Ā 

      Good luck and congrats on the new role!

      ——————————
      Colby Gallagher
      Managed Application Services Supervisor
      RSM
      OH
      ——————————
      ——————————————-

    • Leeann Boozer

      Member

      February 27, 2020 at 8:43 AM

      Thanks so much, Colby!! I’ll give this a whirl!

      ——Original Message——

      Hi Leann,Ā 

      I’ve had success with a process like this at a client before:

      1.) Create a new tracking dimension group that is the same as the one assigned to your item, but has “blank issue” and “blank receipt” ticked to yes for batch.Ā 
      2.) Assign this new tracking dimension group to your item.Ā  If the tracking dimension group is greyed out at the released product, it means you have a tracking dimension group defined at the Product level, so you’ll need to remove it at the product level, then make the flip on the released product.Ā  Ā  When you make the change, I believe there is a check that runs thru inventory transactions for any open transactions for that item (IE Issue Status not = Sold and Receipt Status not = purchased).Ā  You should pass this check but maybe you wont, in which case you need to get the offending transactions closed.Ā Ā 
      3.)Ā Make an inventory movement from blank batch to a batch via a movement journal.Ā Ā 
      4.) Run the clean up job at inventory mgmt -> Periodic -> On-hand entries clean up
      5.) Run the clean up job at Inventory mgmt -> Periodic -> Inventory Dimension Clean up
      6.) Change your item’s tracking dimension group back to what it was.Ā 

      Good luck and congrats on the new role!

      ——————————
      Colby Gallagher
      Managed Application Services Supervisor
      RSM
      OH
      ——————————

    DSC Communities replied 5 years, 6 months ago 1 Member · 0 Replies
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