Change item group

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Some of the materials are configured in the wrong item group, already have some transactions posted, like purchase and production, right now i have to change the item group for them.

my main concern is the balance in the main account

Is there any potential risk i have to take into account? .

is there any standard process for changing the item group?

Many thanks.

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Community Member on at

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RE: Change item group

as per my understanding for clean accounting I suggest you should perform inventory closing before changing the Item group for an Item

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Daxer Persson 3,005 on at

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RE: Change item group

Hi Chandu

Please elaborate if you have time on your comment, possibly with some data examples, as I'm not sure what you mean? Thanks :-)

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Chandu Naresh 982 on at

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RE: Change item group

After changing the Item Groups, Pls run the Recalculation. this ensures all your balances are right

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Daxer Persson 3,005 on at

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RE: Change item group

Inventory closing and value adjustments by this will also use original main accounts rather than the new (if any) from the new item group.

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André Arnaud de Cal... 298,535 Super User 2025 Season 2 on at

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RE: Change item group

Hi Jianrui,

If the main accounts related to these two item groups are the same, you can change the item group without problems. Also look after the main accounts related to production orders.

If the main accounts are different, you probably can post the inventory to zero using a profit/loss journal. Then change the item group. The next step will be posting the inventory in the stock with a second profit/loss joirnal.

Be aware that you need to have purchase and sales orders fully invoiced as the reversal posting is not looking at the posting settings but reverses the physical voucher.

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Community Member on at

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RE: Change item group

Changing Item group on historical transactions is not recommended. Please contact your technical team to help you if you want to update item group on historical transactions. Technical team will be able to update all related tables.

Regards,

Aleem

http://microsoft-axapta.blogspot.com/

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