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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / How to insert item his...
Microsoft Dynamics RMS (Archived)

How to insert item history

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Posted on by Community Member Microsoft Employee

Dear everyone,

I know that my subject is kind weird, please let me elaborate further.

Before I joined, my current company is not utilizing the feature Purchase Order in RMS. So whenever they received items from suppliers they will update the inventory manually or not at all.

The good thing is that whenever they received items from suppliers there is a document called packing list containing all the information such as date, quantity, etc. So I'm thinking of creating POs based on these packing lists, but the challenge is how do I insert these POs to show the date that is shown in the packing list and at the same time not ruin my current inventory – we already performed physical inventory and it is 99.99 % accurate.

We came up with this idea of inserting POs because we want to identify the "age" of items that are now sitting for months. It's really difficult to identify their "age" since I don't have Purchase Order history in RMS

At the back of my mind, I know this is possible by running SQL queries/command, but the problem is I am not that well verse in managing SQL database and we don’t have the budget to outsource.

Any help will be highly appreciated.

Thank you,

Koymackoy

*This post is locked for comments

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to insert item history

    It is possible to do, but extremely difficult.  

    You will probably have to create an import tool using C# or other programming language to access ms sql server.  You will need to import into the following tables

    [PurchaseOrder] - for general order details

    [PurchaseOrderEntry] - for each item entry

    [PurchaseOrderEntryDetail] - for serial numbers

    I suggest you look at those tables using Microsoft SQL Server Management Studio.

    ALSO - ALWAYS MAKE A BACKUP FIRST.

    You could enter everything manually through store manager and then just change [PurchaseOrder].Status and [PurchaseOrder].DateCreated and [PurchaseOrder].LastUpdated.

    This has a lot of limitations.  Like you wont be able to have the system use this information for future PO.  This is because that is based on transactions.

    Also last received dates will not be updated.

    Thanks

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to insert item history

    Dear everyone,

    I haven't received any feedback on inserting history. If this is possible or impossible, please let me know.

    I appreciate Darrentoyb suggestion, but we are looking for something else.

    Thank you,

    Koymackoy

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to insert item history

    You can identify the age of an item by using the item movement history (also available on the properties screen) ... where it shows a manual adjustment is when the item was added to you rinventory

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