MAS 500 Tips And Tricks: Making Global Changes In Inventory

Sometimes you may want to change the way your inventory is organized in the Sage ERP MAS 500 Inventory Management module. Here we provide some tips for the use of the Global Item or Global Inventory Change Utility task.

The Global Item or Global Inventory Change task is found under IM/Activities/Utilities. You can use it to make changes to inventories or all items in an inventory according to the criteria selected so that the replenishment, stocking, and reporting characteristics in each warehouse can be customized.

In Sage ERP MAS 500, the term inventory refers to the warehouse-specific information for a particular item and warehouse combination. In contrast, item refers to the product information that remains constant for the item regardless of its location. You can select records to change based on: item, item class, item type, commodity code, track method, buyer, purchase product line, sales product line, warehouse, cost of goods sold rank, gross margin rank, quantity sold rank, and hit rank. When you select a field for change, you can enter or select the new value. These changes are applied to all items or inventories for the current company that meet the change criteria. The available fields to change and the circumstances in which you can change certain fields are different for each type of record.

Item Considerations
An item record must meet all the selection criteria to be included in the update. For example, if both an item status and purchase product line are specified as selection criteria, only items that are both assigned to the specified status and belong to the specified purchase product line are included in the change. If you select one of the following fields for change, you must adhere to the conditions described to complete a successful update:

• Allow Cost Override: You can change the value of this option to deselect for only non-inventory items.
• Allow Decimal Quantity: This option is not available for pre-assembled and build-to-order kits, or items with serial or serial/lot numbers tracked. For other items, you only can change the value of this option to selected.
• Allow Drop Ship: You cannot change the value of this option for expense items, or for pre-assembled or build-to-order kits.
• Returns Allowed: You cannot change the value of this option for build-to-order kits.
• Internal Delivery Required: You only can change the value of this option for inventory items.
• Receipt Required: You only can change the value of this option for expense and miscellaneous items.
• Seasonal Item: You only can change the value of this option for inventory items.
• Item Type: You only can change raw materials to finished goods. No other item types are available for change.
• Freight Class: You only can change the value of this field for inventory items.
• Purchase Product Line: You only can change the value of this field for inventory items except pre-assembled and build-to-order kits.
• Sales Product Line: You only can change the value of this field for inventory items.
• Commodity Code: You only can change the value of this field for inventory items.
• PO Match Tolerance: You cannot change the value of this field unless you select Match Invoice to PO and Match Receiver to PO in Set Up PO Options in Purchase Order.
• Product Price Group: You only can change the value of this field for inventory items.

Inventory Considerations
An inventory record must meet all the selection criteria to be included in the update. For example, if both an inventory status and purchase product line are specified as selection criteria, only inventories that are both assigned to the specified status, and belong to the specified purchase product line are included in the change. If you select one of the following fields for change, you must adhere to the conditions described to complete a successful update.

• Maximum Stock: This value must be greater than the value for the minimum stock.
• Minimum Stock: This value must be less than the value for the maximum stock.
• Use Min/Max Until: This value must be later than the current business date.

Note: You can change either the Lead Time Formula or the Lead Time, but not both at the same time.

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