Sage 100

I have a user on Sage 100 Advanced v2013 who needs to change all their existing unit of measures. They presently are using square feet and want to move to each. Changing the item master is fairly easy - it's the work behind the scenes which is a little more troubling. From what I can initially think of we will need to: a. Remove items at the old UM b. Change IM Item master UM c. Add items back at the new UM d. Change open PO and SO UM i may be missing a few steps and I'm curious if anyone has ever had to do this for a decent size wholesale customer and if so whether you have additional observations or words of wisdom.

Are ALL of the U of M changing? Or just the Standard?

I think they're not doing conversions so its just the standard

So since there won't be conversions, I guess they're be modifying the new qty on a spreadsheet line by line? Unless all convert the same. That sucks. But I don't think you're missing anything.

If the unit cost changes then you have additional work. The item valuation method may be relevant if tier costs need converted.

What I mean is if an item is valued at $1 per sq ft and is now $2 each then unit costs also need to be changed.

Good point @DougHiggs

Yes, you'd want to export out tiers if they use them and make the mods to qty and cost on that export and then bring back in - thru a receipt so you can specify the cost. (At least you can zero out easily doing a phys count with no count.) Some GL cleanup then.

I'm just back from a long day at this site. The conversion was (so far) pretty straightforward. We also changed the valuation method to lot using the IM utilities. The open SO and PO are being hand keyed which is a big piece of the conversion. We were able to VI the new UM, costs, etc without any trouble. We did run into issues with the zeroing of the inventory by entering in zero qoh physical counts. As I posted elsewhere we went though and made the write-down but still had a value in inventory (zero qty, zero unit value). This was mostly resolve through the inventory average cost utility (thank you to everyone who responded). This was just a test - our go live is naturally over the holiday weekend...