The Stock File Transfer program provides the ability to transfer a stock item and all related history to a new stock number, renaming the old stock number to a new or existing stock number.
*** Warning ****
This process should only be run when no users are accessing the atreievepurchasing system. This is to prevent users from acessing stock items in the process of being transferred.
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This process must be run in batch mode and cannot be run on-line.
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A report, listed under the job number, will contain a detailed account of all records transferred and status.
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The old stock item is hard deleted.
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All history related to the old stock item is transferred to the new stock item.
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If a stock item transfer does not complete, due to power failure for example, a stock item will have a pending transfer status.
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A message will display within stock file inquiry that a transfer is in progress for stock items with a pending transfer status.
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A recovery record file exists which will allow a transfer to continue if it is interrupted. This file will automatically enter the transfer information for the stock item being transferred to and complete the process.
Stock
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Enter a valid stock number that exists in the stock file. Press the magnifying glass to locate a stock item using words contained in its description.
Entry Of A Blank New Stock Number In The New Stock Number Field Will Return You To The Stock Transfer Screen Transfer Displays The Following Message
Entry Of A New Stock Number In The New Stock Number Field Will Be Confirmed
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Click Yes to process the stock item transfer
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Click No to cancel the stock item transfer
If An Already Existing Stock Number Is Entered In The New Stock Number Field, A Message Indicating It Already Exists Will Be Displayed
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Click Yes to merge items together:
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Click No to cancel the stock item transfer/merge
If Yes is selected to merge the stock items:
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The old stock item's historical data will be transferred to the new stock item.
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The old stock item will be hard (permanently) deleted.
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Characteristics such as the description of the old stock item will be maintained on historical records, such as purchase requisitions, and not changed to reflect the new stock item's characteristics. This is for inquiry purposes.
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Price averaging is not calculated using this process if enabled within atrievePurchasing (MAP). To merge active stock items and average the costs, remove all stock and re-enter using the adjustments module (inventoried).