Sage 100

The customer wants to change from lot valuation to serial valuation.  They want me to initially assign meaningless serial numbers starting at 1 (1,2 3, 4 etc).  As they receive in new inventory they will assign "real" serial numbers.  I am trying to figure out the best way to do the valuation change.  Some of the items have hundreds or thousands of quantity on hand, and there are about 9,000 item codes.  Step 1. use transaction adjustment to get the quantity on hand to 0.  Step 2. Change the valuation from lot to serial.  Step 3. Somehow import the same number of records with a serial number as the original quantity on hand.  I'm trying to determine the best course of action for step 3.

It looks like you can't select "Next" for the Lot / Serial field in VI.

You'd need to build those into the spreadsheet or whatever format before you imported. Could be someone has or could build perform logic to do that.

The customer wants to change from lot valuation to serial valuation.  They want me to initially assign meaningless serial numbers starting at 1 (1,2 3, 4 etc).  As they receive in new inventory they will assign "real" serial numbers.  I am trying to figure out the best way to do the valuation change.  Some of the items have hundreds or thousands of quantity on hand, and there are about 9,000 item codes.  Step 1. use transaction adjustment to get the quantity on hand to 0.  Step 2. Change the valuation from lot to serial.  Step 3. Somehow import the same number of records with a serial number as the original quantity on hand.  I'm trying to determine the best course of action for step 3.

Thanks Robert.  Perform logic seems promising.  Great idea I hadn't thought of.

It looks like you can't select "Next" for the Lot / Serial field in VI.

You'd need to build those into the spreadsheet or whatever format before you imported. Could be someone has or could build perform logic to do that.

The customer wants to change from lot valuation to serial valuation.  They want me to initially assign meaningless serial numbers starting at 1 (1,2 3, 4 etc).  As they receive in new inventory they will assign "real" serial numbers.  I am trying to figure out the best way to do the valuation change.  Some of the items have hundreds or thousands of quantity on hand, and there are about 9,000 item codes.  Step 1. use transaction adjustment to get the quantity on hand to 0.  Step 2. Change the valuation from lot to serial.  Step 3. Somehow import the same number of records with a serial number as the original quantity on hand.  I'm trying to determine the best course of action for step 3.

An alternative to using transaction adjustment to zero out the inventory would be to use physical inventory.  Freeze the items in question (import a unique inventory cycle for items).

Thanks Robert.  Perform logic seems promising.  Great idea I hadn't thought of.

It looks like you can't select "Next" for the Lot / Serial field in VI.

You'd need to build those into the spreadsheet or whatever format before you imported. Could be someone has or could build perform logic to do that.

The customer wants to change from lot valuation to serial valuation.  They want me to initially assign meaningless serial numbers starting at 1 (1,2 3, 4 etc).  As they receive in new inventory they will assign "real" serial numbers.  I am trying to figure out the best way to do the valuation change.  Some of the items have hundreds or thousands of quantity on hand, and there are about 9,000 item codes.  Step 1. use transaction adjustment to get the quantity on hand to 0.  Step 2. Change the valuation from lot to serial.  Step 3. Somehow import the same number of records with a serial number as the original quantity on hand.  I'm trying to determine the best course of action for step 3.

The customer wants to change from lot valuation to serial valuation.  They want me to initially assign meaningless serial numbers starting at 1 (1,2 3, 4 etc).  As they receive in new inventory they will assign "real" serial numbers.  I am trying to figure out the best way to do the valuation change.  Some of the items have hundreds or thousands of quantity on hand, and there are about 9,000 item codes.  Step 1. use transaction adjustment to get the quantity on hand to 0.  Step 2. Change the valuation from lot to serial.  Step 3. Somehow import the same number of records with a serial number as the original quantity on hand.  I'm trying to determine the best course of action for step 3.

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Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles
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This is similar to an old problem where we needed to print a barcode label for every item in inventory.  If you can get your CSV file with ItemNo and QOH into a SQL or Access table, you can link it to a table that just has a sequence of numbers in it.  The result will be a table with one serial number for each item number, up to the QOH of the item.  So, ABC would have serial numbers 1 to 50.  You would need the following two tables:

Then, you need to join the two tables like this.

The result will be a table with serial numbers for each item number from 1 to the qty on hand.   You can import that.

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Chris St. Amand
Arizona Accounting & Information Systems
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Original Message:
Sent: 10-18-2023 00:21
From: Doug Higgs
Subject: VI Import of Serial Items to Transaction Entry Adjustment

The customer wants to change from lot valuation to serial valuation.  They want me to initially assign meaningless serial numbers starting at 1 (1,2 3, 4 etc).  As they receive in new inventory they will assign "real" serial numbers.  I am trying to figure out the best way to do the valuation change.  Some of the items have hundreds or thousands of quantity on hand, and there are about 9,000 item codes.  Step 1. use transaction adjustment to get the quantity on hand to 0.  Step 2. Change the valuation from lot to serial.  Step 3. Somehow import the same number of records with a serial number as the original quantity on hand.  I'm trying to determine the best course of action for step 3.

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