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Is there a repair utility to fix IM_PeriodPostingHistory

  • 1.  Is there a repair utility to fix IM_PeriodPostingHistory

    Posted 02-04-2022 19:32
    I have a client that has about 200 Items on the IM Trial Balance that have zero Quantity On Hand with a non-zero Inventory Value. The rebalance utils and re-calculate history does not seem to fix this. I have always fixed this by hand by editing IM_PeriodPostingHistory to remove the incorrect quantity. I am trying to avoid doing this by hand with so many items to fix.

    Is there a utility that can correct IM_PeriodPostingHistory? -OR- Does anyone have a procedure to fix this using VI. So far I have not been able to come up with a fool proof way to do this. Each Item's circumstance seem to be slightly different.

    ------------------------------
    Greg Stiles
    S & W Microsystems
    Torrance CA
    310.787.1010
    ------------------------------


  • 2.  RE: Is there a repair utility to fix IM_PeriodPostingHistory

    Posted 02-04-2022 20:48
    IMFX Rebuild Inventory History Utility for Sage 100 is a rebuild utility designed to rebuild the Inventory Item Sales History and Customer Item Sales History files.
     
    The Warehouse Item Sales History, Customer Item Sales History, SO SalesHistory, and Customer Sales History tables are rebuilt from data in the AR Invoice History Header and AR Invoice History Detail files.
     

    ------------------------------
    Wayne Schulz
    wayne@s-consult.com
    http://www.s-consult.com
    Schulz Consulting
    860-516-8990
    Moodus, CT
    ------------------------------



  • 3.  RE: Is there a repair utility to fix IM_PeriodPostingHistory

    Posted 02-05-2022 13:28
    @Wayne Schulz Too bad the utility does not address IM_PeriodPostingHistory​, From what I have tested, that seems to be the table that needs the correction. The history files are OK.

    ------------------------------
    Greg Stiles
    S & W Microsystems
    Torrance CA
    310.787.1010
    ------------------------------



  • 4.  RE: Is there a repair utility to fix IM_PeriodPostingHistory

    Posted 02-05-2022 13:32
    Sorry I tried to dive into the details of which file it rebuilt. Must have missed that.

    ---------------------------------
    Wayne Schulz
    wayne@s-consult.com
    http://www.s-consult.com
    Schulz Consulting
    860-516-8990
    Moodus, CT
    ---------------------------------





  • 5.  RE: Is there a repair utility to fix IM_PeriodPostingHistory

    Posted 02-06-2022 15:13
    @Wayne Schulz no apology needed. That utility is a great thing to know about.

    ------------------------------
    Greg Stiles
    S & W Microsystems
    Torrance CA
    310.787.1010
    ------------------------------



  • 6.  RE: Is there a repair utility to fix IM_PeriodPostingHistory

    Posted 02-04-2022 21:02
    I have had luck fixing a lot of these by importing a quantity 1 at 0 cost of each item to item transaction entry adjustment. Update the transaction register.  Then import a quantity of -1 at the stranded extended cost. Update the transaction register.

    ------------------------------
    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
    ------------------------------



  • 7.  RE: Is there a repair utility to fix IM_PeriodPostingHistory

    Posted 02-04-2022 23:08
    Hey MOD squad, isn't this in your wheel house?

    ------------------------------
    Jeff Schwenk
    FORMER 90M Board Member -140,000,000 is a TERRIBLE thing to waste!!!
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
    ------------------------------



  • 8.  RE: Is there a repair utility to fix IM_PeriodPostingHistory

    Posted 02-05-2022 11:33
      |   view attached
    See the attached VI jobs.  The first import needs 1 column, the item code.  The second import needs 2 columns, the item code and the orphaned cost amount.  Both imports use a tab separated values file.

    ------------------------------
    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
    ------------------------------

    Attachment(s)

    EXP
    InventoryFix.EXP   90 KB 1 version


  • 9.  RE: Is there a repair utility to fix IM_PeriodPostingHistory

    Posted 02-05-2022 13:23
    @Doug Higgs I tried the transaction entry adjustment +1 -1 trick, but the items are standard cost ​and I don't have an opportunity to enter the cost. Is it different with the VI imports?

    ------------------------------
    Greg Stiles
    S & W Microsystems
    Torrance CA
    310.787.1010
    ------------------------------



  • 10.  RE: Is there a repair utility to fix IM_PeriodPostingHistory

    Posted 02-05-2022 14:10
    You could import  first ti the item valuation change table and change the valuation to average cost.  then run the 1, -1 imports then change the valuation back to standard cost.  It would be a lot easier than trying to fix 400 items with DFDM.  If it were SQL you could create a query.

    ------------------------------
    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
    ------------------------------



  • 11.  RE: Is there a repair utility to fix IM_PeriodPostingHistory

    Posted 02-05-2022 17:26
    @Doug Higgs that's something to try.​

    ------------------------------
    Greg Stiles
    S & W Microsystems
    Torrance CA
    310.787.1010
    ------------------------------



  • 12.  RE: Is there a repair utility to fix IM_PeriodPostingHistory

    Posted 02-09-2022 11:41
    I was able to correct this issue by taking @Doug Higgs​ advice.

    1. Export the Trial Balance by Period (we were trying to correct as of end of previous year) to Excel (create a custom version that is flat for exporting) 
    2. Filter Excel to isolate Items where QOH = 0 and Item Value <> 0, separate by warehouse and valuation method (I had both Std and Avg items)
    3. Import Standard Cost items to Item Valuation Change Utility changing them to Average Cost, update
    4. Import all items by warehouse to Transaction Entry Adjustment with a Qty of 1 and a cost of 0, update
    5. Import all items by warehouse to Transaction Entry Adjustments with a Qty of -1 and the cost set to the Item Value from the Valuation Export, update
    6. Import Standard Cost Items to Item Valuation Change changing them back to Standard Cost, update

    I believe the root cause of this issue was the end user tried to "remove" inventory by changing the Standard Cost of these items to zero instead of zeroing the quantity. 

    Thanks everyone.

    ------------------------------
    Greg Stiles
    S & W Microsystems
    Torrance CA
    310.787.1010
    ------------------------------



  • 13.  RE: Is there a repair utility to fix IM_PeriodPostingHistory

    Posted 02-07-2022 09:41
    For items that have bad cost tiers (value without quantity), that is what the -1, +1 trick is for.  Otherwise the normal Sage menu "Recalculate Item History" should work (possibly after the *UTL rebalancing utility).

    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------



  • 14.  RE: Is there a repair utility to fix IM_PeriodPostingHistory

    Posted 02-07-2022 11:13
    @Kevin Moyes just an FYI - the Recalculate History did not repair this problem.​

    ------------------------------
    Greg Stiles
    S & W Microsystems
    Torrance CA
    310.787.1010
    ------------------------------



  • 15.  RE: Is there a repair utility to fix IM_PeriodPostingHistory

    Posted 02-07-2022 11:35
    Refresh test company, reinit the Period Posting table there, then run Recalculate... the Sage utility doesn't remove old rows, which can throw things off.

    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------



  • 16.  RE: Is there a repair utility to fix IM_PeriodPostingHistory

    Posted 02-08-2022 11:08
    Edited by Greg Stiles 02-08-2022 11:24
    @Kevin Moyes reinit'ing IM_PeriodPostingHistory and running the Recalculate History did not change the situation, still have ~200 items with zero quantity and non-zero inventory value. I ran out of time last night ({spongebob announcer voice} 4 hours later...)​ I will try @Doug Higgs suggestion to change valuation and +1 / -1 adjustment trick.

    ------------------------------
    Greg Stiles
    S & W Microsystems
    Torrance CA
    310.787.1010
    ------------------------------



  • 17.  RE: Is there a repair utility to fix IM_PeriodPostingHistory

    Posted 02-08-2022 11:38
    That makes me think there is bad data in the transaction history (which is used by the rebuild utility).

    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------



  • 18.  RE: Is there a repair utility to fix IM_PeriodPostingHistory

    Posted 02-08-2022 17:49
    @Kevin Moyes whatever logic produces this issue in the first place is the same logic that the recalculate history utility takes because it produces the same result!​

    ------------------------------
    Greg Stiles
    S & W Microsystems
    Torrance CA
    310.787.1010
    ------------------------------



  • 19.  RE: Is there a repair utility to fix IM_PeriodPostingHistory

    Posted 02-09-2022 13:38
    Wow, WAY more work that I want to do to fix it.  I hope you were able to recover your time and make some money as well.

    ------------------------------
    Jeff Schwenk
    FORMER 90M Board Member -140,000,000 is a TERRIBLE thing to waste!!!
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
    ------------------------------



  • 20.  RE: Is there a repair utility to fix IM_PeriodPostingHistory

    Posted 02-09-2022 16:45
    Edited by Dan Burleson 02-10-2022 14:22
    I've created a Sage 100 Table editor that makes these types of changes easier with BOI scripting, but just like DFD&M, one HAS to know what they're doing.  See this (updated!) YouTube video.




    ------------------------------
    Dan Burleson
    Software Consultant
    Connex Software
    Corvallis OR
    541-224-6642
    ------------------------------



  • 21.  RE: Is there a repair utility to fix IM_PeriodPostingHistory

    Posted 02-10-2022 15:32
    I updated the audio on that recording.

    ------------------------------
    Dan Burleson
    Software Consultant
    Connex Software
    Corvallis OR
    541-224-6642
    ------------------------------