Sage 100

Is there a best practice workaround to change the valuation of items to lot that have quantities on hand? The normal utility does not allow this change for non-zero QoH items. This is for version 4.40. These are the steps I would take: 1. Make sure all updates are completed and everyone is out of MAS. 2. Create a report that shows ItemCode, WarehouseCode, StandardUnitCost, AverageUnitCost (warehouse), QuantityOnHand (warehouse), FIFO/LIFO Date, FIFO/LIFO Reference, FIFO/LIFO Cost, QuantityOnHand (FIFO/LIFO). It would only show non-zero QoH warehouse records for Standard/Average and non-zero FIFO/LIFO tiers. 3. Import into I/M Transaction Adjustments and update to zero out QoH. 4. Import into I/M Valuation Selection and update to change items to Lot. 5. Import into I/M Transaction Adjustments and update to add the QoH back in. I would import in on tier and the average cost to make this simple. Am I missing anyting? Is there a better way?

Depending on how you have to pick and choose the items - freezing the inventory and updating with no qtys might be faster than your step 3.

I'm wondering if you have to be concerned about whether any of the items you're changing are on a sales order or purchase order and will have the wrong valuation type after the change?

The utility changes the valuation method on open orders.

Thanks for the answers. I think going with Physical Count will simplify things greatly.

Does physical count really change the steps? It is still an import into the physical count, and then change valuation. And then you still bring them back in as a lot. We always zero out though in all systems we have ever supported. The utility is a great thing compared to most other systems!