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  • 1.  Duplicate Template Steps created during conversion from Work Order > Production Managment

    Posted 06-03-2025 13:12

    We upgraded a client from Sage 100 version 2020 with Work order to version 2024 with Production Management. Now, a few weeks after the upgrade we found that there was some duplication of steps on the templates in version 2024 PM. This came to light when they ran the PM Cost Rollup and noticed some significant cost increases. Fortunately they did not update the cost rollup. 

    With some deeper investigation we found that if a Work Order Routing did not already have a Step 000000 The conversion process created a new step 000000 and (apparently) the logic to create that is to take first valid step of that work order routing and use that to create the 000000 step. Unfortunately, it makes and exact copy of that step including Scaling and Labor amounts. The end result is that additional labor is assigned to the template. 

    If anyone has seen this and come up with a way to fix this, I would be interested. I think we have identified all of the templates with duplicates (about 1800 templates were affected out of about 15,000). If our list is accurate, I can use visual integrator to zero out the labor on the extra steps. I have opened a case with Sage support to see what their take is on this. 

    Example (simplified) 

    Before conversion to Production Management:

    ·         Work Order Routing "widget" has 2 steps 

    o   0010 with 1.5 hours of labor

    o   0020 with 2 hours of labor

    After Converting to Production Management:

    ·         PM Template "widget" has 3 steps

    o   000000 with 1.5 hours of labor

    o   000010 with 1.5 hours of Labor

    o   000020 with 2 hours of labor 



    ------------------------------
    David Overholt
    Programmer/Project Manager
    DWD Technology Group
    Fort Wayne IN
    (260) 399-8655
    ------------------------------


  • 2.  RE: Duplicate Template Steps created during conversion from Work Order > Production Managment

    Posted 06-03-2025 13:41

    I have hours for "data management" on every WO to PM upgrade as this happens when clients use custom step numbering, the Labor Scaling Method converts as "Templates per Parent" vs. "Parents per Template", the Enhanced Scheduling hours are wrong, etc. I do imports to zero out the Labor Budget and Scheduled Hours on Step 000000, plus assign the Bill Description as the Step Description.



    ------------------------------
    Amber Prayfrock, Blytheco
    ------------------------------



  • 3.  RE: Duplicate Template Steps created during conversion from Work Order > Production Managment

    Posted 06-03-2025 14:46

    I called Sage, case #8010508733 to report the work ticket number sequencing issue.  I suspect it's working as designed, since the system has no way of discerning which sequence number is correct, and that this will need to be submitted as an enhancement suggestion to build in a Starting WT # option.

    @Amber Prayfrock thank you for those little gems of wisdom.  I have added them to my checklist!



    ------------------------------
    Susan Pawlowic
    Sage 100 Solutions Architect
    RKL eSolutions, LLC
    spawlowic@rklesolutions.com
    (717) 735-9109 Ext. 4352
    ------------------------------

    Original Message


  • 4.  RE: Duplicate Template Steps created during conversion from Work Order > Production Managment

    Posted 06-03-2025 14:51

    Thanks, I am NOT alone!   in my case the client did have a lot of templates with a 000000 step on them that did have valid labor that did convert properly. So I can't just zero out those 000000 steps. I think the answer is to export all routings from the legacy work order prior to migration / conversion and import a step 0000 onto those work order routings (if that is even possible with legacy). that way they convert with a 0000 step.  



    ------------------------------
    David Overholt
    Programmer/Project Manager
    DWD Technology Group
    Fort Wayne IN
    (260) 399-8655
    ------------------------------

    Original Message


  • 5.  RE: Duplicate Template Steps created during conversion from Work Order > Production Managment

    Posted 06-03-2025 14:49

    @David Overholt yes.  The solution is to import Step 000 into the work orders in the old version before performing the migration.



    ------------------------------
    Susan Pawlowic
    Sage 100 Solutions Architect
    RKL eSolutions, LLC
    spawlowic@rklesolutions.com
    (717) 735-9109 Ext. 4352
    ------------------------------



  • 6.  RE: Duplicate Template Steps created during conversion from Work Order > Production Managment

    Posted 06-03-2025 14:52

    Great Minds and all that :) 



    ------------------------------
    David Overholt
    Programmer/Project Manager
    DWD Technology Group
    Fort Wayne IN
    (260) 399-8655
    ------------------------------

    Original Message


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