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Microsoft Dynamics GP (Archived)

PSTL Site Combiner

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Posted on by 290

I am looking to use Site Combiner. I need to know how it works or what it does (which ever way the question suites you best). The primary question is does it combine sites by merging all of history in the db like the customer combiner or does it assess current balances and create balance transfers from one site to the other?

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  • Suggested answer
    Tim Foster Profile Picture
    Tim Foster 8,515 on at
    RE: PSTL Site Combiner

    Microsoft Dynamics GP >> Utilities >> Inventory >> Remove Transaction History

    All it does is remove the transaction from Inventory History Tables.  If you are going to use Site Combiner loosing this History is a moot point.  It has no effect on GL, Inventory balances, etc. - unless you don't follow through with the Site Combining.  Then you may (or may not) have a problem.  Removing the History, removes the warning which then allows you to proceed with Site Combining.

    Check your email.

    Tim

  • James McEuin Profile Picture
    James McEuin 290 on at
    RE: PSTL Site Combiner

    Ugly is the right and kindest way to say it that is for sure. LOL. Would you mind sending me details on the SQL SPPROC? My email is allen.mceuin@terex.com. I am looking at a minimum of 8326 lines in an inventory transfer pending what happens to any other items that are currently at 0 balance or potentially falsely negative. Getting rid of history is not likely to happen at this time but how does that work exactly? Does it do a BBF type entry or something so that future inventory reconciles stay accurate?

  • Suggested answer
    Tim Foster Profile Picture
    Tim Foster 8,515 on at
    RE: PSTL Site Combiner

    Ok.  From what you describe, the PSTL Combiner would still work if you could get rid of all of the Site to Site Transfer history.  By the sounds of it that would be fairly onerous (but no more onerous than creating a massive Site to Site Transfer, imho).  So the Class change stuff looks ugly but is do-able.  I have SQL SPROC that creates a Macro that creates the Transfer to move All Inventory from one Site to Site.  Some people have used it successfully.  I have not (and probably wouldn't) tried to do thousands of Items at once.  I would limit it to ~200 at a time.  Don't forget about the trick using Word to generate Macros to do stuff in the front end.  All the Back end (SQL) requires careful testing.

    Tim

  • James McEuin Profile Picture
    James McEuin 290 on at
    RE: PSTL Site Combiner

    Thank you. And based on this and testing I confirmed it won't work for what we are doing. I have to consolidate 3 sites into one site. A little history first. The idiots who setup our GP install long before I was here, setup one company separated by 3 sites, 3 sets of GLs (3 item classes x 2 product lines per "class" so 6 item classes) and hoped that when the same physical product given 3 different item numbers had to be grabbed from the same bin for one of the sites/classes it wouldn't cause a lot of problems down the road. Uh, ok. I'll let you come up with your own explicatives. Anyway, I now have been asked to merge all this into one site/class/set of GLs.  Of course the process in the past was to do logical inventory transfers or company to company sales in the system to recognize the movement of products but that hasn't always worked out. But, the fact that the sites have transferred products from one to the other negates the ability to use the site combiner as it cannot merge movement to what would essentially be itself.

    I am looking into Integration Manager, but I don't see a template for Inventory Transfer. I see Inventory Transaction, but all the options that seem to be available are in and out transactions not inter site transfers. It lacks options of Site from and Site to and Bin from Bin to for example.

    Thus I am heading down the road of directly manipulating the database and testing if it is possible to do a hybrid change.

    To deal with Class Merge:

    Before I start, I save off all item level custom descriptions that are affected by class that I want to push back afterwards.

    First, I have determined that I go to 2 of 3 of the item classes and change the GL accounts and a few other descriptive defaults on the class then when saving the update, propogate the changes to all the items.

    Second, create a new Item class with the name I want and all the basics to be applied.

    Third, I directly update IV00101.ITMCLSCD to the new class name that they are to use going forward.

    **To figure out is how I go into all the open SOP and POP documents and update the acct index fields that will be used when the orders are processed. We have already seen this problem when someone tried to "fix" the above history by simply changing an Item Class stranding its historical SOP and POP records with indexes from the prior class.

    Regarding site merge, I am at this point, trying to figure out like I said, how to do a mass site inventory transfer of several thousand items. It requires:

    Creating a mass link of Items to Site and Site to Bin (both I have successfully done in the past via SQL insert or Integration.)

    Forcing the warehouse to clean up their problem with negative bins

    Mass updating any primary bin locations for the site association, SQL update

    And last of all, to create an Inventory Transfer for all the items with positive inventory. This I can't currently find in Integration Manager. I can (hopefully) however and I am currently testing the possibility to create a Inventory Transfer record via GP client then mass load the required tables which so far I find to be IV10001 (items and GLs), V10003 (items with qtys and bins).

    Any suggestions on this would be great.

  • Verified answer
    Tim Foster Profile Picture
    Tim Foster 8,515 on at
    RE: PSTL Site Combiner

    It merges all history.  See the previous thread:

    community.dynamics.com/.../78531.aspx

    Tim

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