Step-by-step guide
For HD only
Work through steps 1, 2, 4, 5, 6, 7, 9, 11^, 16.
^: Check the export data only.
- Go to "Teams", ensure correct Teams has set
- (Data conversion start)
Go to Virtual Location (T50045 / P50217) → Action → Initial Warehouse Setup - (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")
- Setup email in "Virtual Location" for warehouse receipt notification
- 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)
Go to Phys. Inventory Journal → Calculate Inventory → (Exclude items that are unable to calculate the sum) → "OK" to start the calculation , save it to Excel for future verification (for all location)
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 .
Item Lot Balance by Location ,
Item Lot Balance with Bin New.
Problem row
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
- Also copy "Bin Content" out, please also show Location code column before copy
- Copy Reservation Journal - Criteria: Qty (Base) <> 0, Status = Reservation
- Press Action → Init Virtual Warehouse Stock
- Go to Virtual Location, setup new Virtual Location (e.g. CBD, GP...... in Main), and disable old
- (NEW) Go to Item Journal, press "Adjust Delivery Later" for each old VL to new VL
- 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
(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" - Setup team members and team approver and notification email in the "Team" function (for item approval function)
- Setup User "Restrict Approver" for user can approve Restrict Sales Posting Checking
- Setup Job Queue for Report 50316 according to requirement for sending Item Approval Notification to team head
- Disable other Virtual Location and Location, which are not going to use
- 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