Product Master: Merge Two Products |
|
Product merge is designed to merge two products that are essentially identical, and have identical unit of measure and nearly identical costs.The new product number will appear on all current and historical orders, invoices, purchase orders, and receivings for the item. Do NOT merge product numbers if you want to keep the previous item number in your customer history.
When products are merged, their current On Hand inventory quantities are combined. If there is a difference in cost between the two items, this difference is reflected in the G/L Inventory Change account. For this reason, products must have the same unit of measure.
**WARNING** PRODUCT MERGE IS NOT REVERSIBLE. DDI CANNOT CORRECT PRODUCTS THAT WERE MERGED IN ERROR.
Issues to consider before merging products: •All documents and transactions will reflect the merged product. No history of the original product will remain. Archived invoices and sales history will show the merged product, not the original product. •Merging products with different units of measure and/or costs will change physical and general ledger inventory value. ((Product One on-hand + Product Two on-hand) * C2 (or C3) of Product Two) - Original inventory value of both products). •Resulting inventory value changes are tracked in the Inventory Adjustment Report.
Situations when products should not be merged: •Items with different Units of Measure - items must have the same unit of measure. If the items have multiple units of measure, the conversion factors for these items must match (ex. if one item has 12 EA in 1 CS, the other item must also have 12 EA in 1 CS). If the items have different units of measure, see the alternative option below.
Alternatives to merging products: •Adjust the inventory for both products and set one to "Inactive" 1.Adjust the inventory count of both products. Calculate and add the UOM adjusted quantity of the old product to the final product. The new product should now reflect the full quantity of both item numbers and the old product should have an On Hand quantity of zero. Before adjusting the inventory on the items, be sure that the old item number does not have any open Sales Orders, Purchase Orders or Stock Transfers. You can verify this in the Product Analysis screen. 2.Change the status of the old product to "Inactive" (Product Master > Information tab). This prevents the item from being purchased or sold. It will also hide the item from search results, unless the exact Product Number is entered. 3.Change the C2 and C3 costs of the final product to adjust for the cost changes the merge requires. This C2 or C3 adjustment will be reflected in your total physical inventory value and General Ledger inventory value. 4.C2 and C3 inventory value changes are tracked in the Inventory Adjustment Report. •List the old item number as a Keyword for the new item number - once you have set the old Product Number to "Inactive", pull up the new Product Number in the Product Master and enter the old Product Number under the Keywords tab. When a user searches for the old part number, the new item will display instead.
Merge two products You can set this change to take effect immediately, or to take effect the next day. When the change does take effect, the To Product Number will replace the From Product Number on all existing sales and purchase orders. 1.First, in the Product Master screen, enter the product number that you want to change in the Product Number field and press Tab. This is the product that will become part of the other product that you select. 2.Click the Edit button in the bottom right corner. 3.Right-click in the Product Number field and select Change Product Number from the drop down menu. 4.The "Change Product Number" window will pop-up. Choose when you want the system to process the change: Immediately or Overnight. If you are merging products with a significant amount of history, you may want to set them to be merged overnight, as the process may take up to several minutes to complete. 5.In the To Product Number field, enter the reference code for the product that you would like to merge with, and press Tab. The From Product Number product will assume the product number of the To Product Number product. All product information, including costing and pricing, Special Status and Primary Vendor, will come from the To Product Number. 6.Review the information you have entered, then click the OK button to merge the products. If you chose to merge them immediately, the system may take several minutes to merge the items. If you chose to merge them overnight, the system will return you to the Product Master screen. |