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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Changing Item Class
Microsoft Dynamics GP (Archived)

Changing Item Class

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Posted on by Community Member

In our environment, the Item Class ID has been misused/abused/ignored for quite a while now. It would be quite simple for me to update the items to the proper class on the back end, and then have our staff move forwards with everything set properly.

Assuming that the classes are set up with the proper GL codes, are there any possible repercussions to doing so?

i.e.

update iv00101 set itmclscd = 'FROG' where itemdesc like '%ribbit%'

update iv00101 set itmclscd = 'WOODCHUCK' where itemdesc like '%stop chuckin my wood%'

If we change the class in GP, I believe it will ask if you want to update to the class defaults, and you can click "No", but we have quite a lot of parts (17k+), and I really don't want to give someone that job if it can be avoided.

 

Thanks,

Jeremy

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  • Richard Wheeler Profile Picture
    Richard Wheeler 75,848 Moderator on at

    Well assuming how much wood that darn wood chuck chucks is the answer to your question. For inventory not all values associated with an item class will roll down to the items. Assuming you are only talking about the GL accounts you can do what you propose but what about all the other values on the item classes? One idea I have would be to run the update as you propose and then immediately run another query that will link the item to its new class and then update the values on the items that match the values on the associated class. This way you would implement a mass item class roll down. Without knowing your items and all the values associated with those items (e.g. U/M, decimal places, et al) I cannot say for sure if this works but hopefully I have given you some ideas.

  • Community Member Profile Picture
    Community Member on at

    My two cents on this is to create a macro. Macro's, if possible, are always the best as they exactly emulate a user typing the data in, so all standard triggers etc fire.

    Export every item number to XL, give each item number a class, and then create a macro that enters the item number, changes the class ID, clicks 'YES' to the roll down question, and then clicks Save. This is the 100% sure way to make sure standard GP logic is obeyed.

    To help the Macro run smoothly - create 2 new class ID's that are not assigned to any items. And use these in the Macro - thereby avoiding the issue of an item being assigned its existing class ID - this will cause the macro to fail because the Roll Down question won't be asked.

    If you just update the Class ID Field in IV00101, then that is all that will get updated. The Class values will not roll down to the items. In theory you could of course update all these fields to be equal to the values in the Class ID Setup.

    Best regards,

    Ian.

  • Community Member Profile Picture
    Community Member on at

    Gentlemen:

    Thank you both for your responses. I think I did not explain clearly enough that I do NOT want the standard settings for the classes to be applied to the existing items. They were all set up with those options properly set, but some have required changes here or there that would be undone were the defaults to roll down.  In my ideal scenario, at this time the ONLY thing that would change would be the item class id.

    My main concern is that some end of year process or maintenance routine down the road is going to detect these items that are out of sync with the class defaults and "correct" them.

    Ian: The macro idea is cool, I spend a lot more time in db's than in GP proper, so that never even occurred to me. I'm going to keep that in mind for future items for sure.

    Thanks,

    Jeremy

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    I can't see any issue with updating the Class ID so. It would be just like updating it manually and selecting 'No' when asked if you want to roll down changes??

    There are no year end processes dependent on the Class ID.

    Ian.

  • Verified answer
    Richard Wheeler Profile Picture
    Richard Wheeler 75,848 Moderator on at

    I would agree. Go ahead and change the Class ID on all the items. Perhaps this is for reporting purposes. Just remember to tell all your users to never roll down Class ID changes and you are all set.

  • Community Member Profile Picture
    Community Member on at

    Awesome. Thank you very much for your assistance.

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