Note: Only Sales products can be merged from this utility..
This program can be used to build and merge a list of Sales Product numbers with another existing Sales Product.
This can be useful for culling merchandise no longer used, and merging these unused parts numbers into one "retired" product number, still retaining the Sales History for reporting purposes.
The product list can be created manually or can be built based
on usage reported in Sales History as outlined in Add Sales Products to Merge Queue.
The resulting worksheet can then be viewed and edited before
merging.
When the worksheet list is completed the list of products can be
printed for an audit trail before completing the exchange.
Rules and requirements to enable merge:
When products are merged the old product numbers are automatically deleted, and an audit record is written to Delete Log referencing RSPF73AV.
Note: To avoid conflicts, only one user can work on the "Merge Sales Product Numbers" and Merge Rental Product Numbers at the same time. Records on the worksheet need to be processed or cleared to enable the other utility.
The prompts are:
Click ACCEPT to proceed with the Merge Product Number
process, or CANCEL to abort and save the product list.
The merge report prints the old product number, the quantities, the
Average Cost, and the new product number.
Merging the Products:
When Sales Products are merged
the following areas are NOT updated:
The prompts are:
Check this box to add the old product number to the new product
number Barcodes.
Uncheck this box if the barcode is not required.
Note: If the old product# is used as a barcode for the new product, that number cannot be re-assigned to another product, without first deleting the barcode record.
Product# Merge Report:
The Product # Merges Report lists the old and new products
numbers and description, with the quantity on hand, and average
cost information.
Transactions are flagged with an * (asterisk) if the merge will
cause a discrepancy in the Sales Inventory Accounts in the
G/L. Adjusting journal entries may be required to correct the
inventory value.
e.g. The From/To products belonged in Sales Product Classes with different Inventory
Accounts.
Note: Be advised that once executed, this operation cannot be
undone.
Hence, prior to running this request, verify in the play
environment that the results obtained from running this operation
are as expected.
When merged the old product numbers are automatically deleted, and an audit record is written to Delete Log referencing RSPF73AV.
ACTIONS:
Additional actions provided by buttons on the Merge Product
Numbers screen include:
Remove a Sales Part from the Worksheet:
Click on the sequence number to highlight or focus on the
appropriate product record, and click the DELETE
button to remove that product from the list.
Confirmation is required.
Start a Fresh List of Products to Merge:
Click the CLEAR LIST button to erase the list of
sales parts in the worksheet.
Confirmation is required.
Posting Control
The Merge Sales Products programs are designed to be run by
one operator at a time.
Locking will occur if an operator did not exit the posting program
correctly.
A Posting Control Information warning
will appear on the screen and only operators with Security Role permission to reset the Inventory
- Merge Product Numbers flag will have access to the
RESET button that unlocks the program.
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