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Step-by-step guide

For HD only

Work through steps 1, 2, 4, 5, 6, 7, 9, 11^, 16.
^: Check the export data only.


  1. Go to "Teams", ensure correct Teams has set
  2. (Data conversion start)
    Go to Virtual Location (T50045 / P50217) → Action →  Initial Warehouse Setup
  3. (NEW) Go to Virtual Warehouse Priorities to setup Team and Virtual Location mapping if missing (e.g. "Virtual Location"/"Team" :  HA/HT, OTC/RETAIL, Tender/"Empty")
  4. Setup email in "Virtual Location" for warehouse receipt notification
  5. Change future duplicated VW to "O_xxxx" (e.g. O_CBD, O_GP.....) Other won't create under Virtual Warehouse can leave as is
    Update Virtual Warehouse Priorities of location if the system shows Teams after initial Warehouse Setup to 999. (already removed)

  6. Go to Phys. Inventory Journal → Calculate Inventory → (Exclude items that are unable to calculate the sum *see Info | Problem Row) → "OK" to start the calculation , save it to Excel for future verification (for all location)

  7. Run existing report it currently uses Item Lot Balance report for stock take and submit the inventory balance to auditor.  They never use the Physical Inventory Journal.  For safety, also run the following report before data conversion . 

    1. Item Lot Balance by Location *for run the report smoothly, run by Location MAIN and <>MAIN,

    2. Item Lot Balance with Bin New (this report run for long time and caused out of memory (remove this step).

      Problem row

      1. Problem item

        • #303030 - system hang 
        • 1797101601 / MI-191 - blocked must equal to No - no matter excludes this item or not, the error is still prompted unless set Blocked = No.  
        • 8275063/10-L - system hang

        Seems if included blocked item, the system will be hang.   Please see if the information above can be used for further investigation for deciding how we migrate the inventor to Virtual WH

        filter: <>#303030&<>1797101601&<>MI-191&<>8275063/10-L, Block=No, Location <>IN-TRANSIT


  8. (NEW) run report Physical Inventory List, select include calculated qty in report option for verify purpose.
  9. Also copy "Bin Content" out, please also show Location code column before copy 
  10. Copy Reservation Journal - Criteria:  Qty (Base) <> 0, Status = Reservation 
  11. Go back to the Phys. Inventory Journal (generated by step 6) Press Action → Init Virtual Warehouse Stock
  12. Go to Virtual Location, setup new Virtual Location (e.g. CBD, GP...... in Main), and disable old
  13. (NEW) need clarify Go to Virtual Warehouse Priorities, delete the row for OLD virtual WH or set priorities 999 for OLD virtual WH for team?
  14. (NEW) Go to Item Journal, press "Patch Delivery Later" button to adjust delivery later for each old VL to new VL
    1. NOTE: need to clear the No. Series for the Default Journal Batch then set again after post.  User use IJ for the no, series but the doc. no. for this patch is DCDL.
    2. If post fail and system message is Sales Posting Checking, remove Restrict from Sales Posting Checking then set again.
  15. Go to Item Reclass. Journal → VW relocation, enter old VW location and new VW location (e.g. O_CBD → CBD)
    Please use Old Phys. Inventory Jnl, New Virtual Warehouse Alloc and Bin content to compare your finally result
    Ref this Excel
    DC 2022-12-10.xlsx
    (Data conversion end)
    if post not success on some line, please check
    a) delete quantity is negative (these line are old DL lines)
    b) remove line with no bin code (old data with integrity issue)
    c) check reservation entry, find item no, if some records in "reservation" in reservation status (DL reserved?), select those / all line and press "Adjust Reservation Entry" => A button is added to change reservation entry to new location code when message One or more reservation entries exist...
    1. Go to Configuration Package to export the reservation entry (filter the reservation entry no.)
    2. Go to the table reservation entry, deleted those lines (Pls refer to UICL-506 comment at Jan 6 11:47)
    3. Back to configuration package to import the deleted entries to table (1. if Location is no MAIN, change to MAIN.  2. If value for created by has value remove it) 
  16. Setup team members and team approver and notification email in the "Team" function (for item approval function)
  17. Setup User "Restrict Approver" for user can approve Restrict Sales Posting Checking
  18. Setup Job Queue for Report 50316 according to requirement for sending Item Approval Notification to team head 
  19. Disable other Virtual Location and Location, which are not going to use
  20. Patch with Report 59998: Document Line Virtual Location and Team, Good receipt date, patch (Sales line, warehouse receipt line, purchase line, sales invoice....)

You can check the video below for demonstration 

UICL Data preparation meeting-20221215_183928-Meeting Recording.mp4UICL Data preparation meeting-20221215_185353-Meeting Recording.mp4


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