Sage 100

Has anyone gone through a large scale change of individual inventory item unit of measure? I have a customer on Sage 100 Advanced 2013 who is looking to change their standard unit of measures across most inventory items. Setting aside the issue of creating the UM conversions - I'm pretty sure this is a bigger deal than it appears on the surface. For example open Sales Orders, Purchase Orders, Bill of Materials probably need to be re-keyed for the new UM. Also the quantity on hand would have to change - and I'm guessing that also needs to be rekeyed (meaning wipe out current quantity on hand, change UM, reimport new quantity at appropriate UM). Two part question: 1. Have you done this on a large scale - and if so what steps did you take (did I miss any above?) 2. Am I missing an automated way to do this which would save what I'm envisioning (perhaps incorrectly) to be a lot of VI work to make this change? Any other thoughts?

As for any other thoughts, they should estimate the impact this will have on their financials, especially if they have been using standard with large quantities of old inventory without periodic adjustments. There are many customers who do not realize (or have not thought about it) that an adjustment in inventory has to go somewhere, having a bottom line affect. Either direction it goes, it may not be advantageous. It's unusual, but this may result in substantially more income, thus incurring a tax liability. These large adjustments would be typical with customers who have used the system for years without really looking at the inventory valuation and have little accounting oversight.

It looks like you have most of the steps @WayneSchulz and I second @JohnHoyt take on the matter. One addition is that a change to UM means a change to costs and prices too in IM, which affect open SO, PO, RMA, etc.

Thanks - I talked with them this morning. Does not look like they will need to change UM after all.