EQD: Moving Items to Another Client

This utility moves an item and its inventory to another client. Commonly used when clients merge or corporate setups are changed.


  • Moves Item to New Client
  • Transfer inventory to New Client
  • Flags Item as Obsolete in Old Client
  • Maintains order history in Old Client
  • Item’s history does NOT move to New Client.

Item Maintenance

This tool is in Item Maintenance. Steps detailed below:


  1. In Item maintenance, select the client where the inventory resides.
  2. Click on TOOLS.
  3. Select Move to Other Client.



  4. The Move Client Items screen defaults the From Client:
  5. Select the Move To Client.
  6. Select the items to move with checkbox on left.



  7. OPTIONAL Check box to Move item usage.
  8. A pop up will ask to confirm the move, click Yes.



  9. Next, the option to Display Log appears:


  10. The log displays the processes performed.
  11. After completing the move, you return to the Item Maintenance screen.

Notes

  • Moving Item usage does NOT move Order History to the new Client.
  • The Item remains in the From client to retain Order History.
  • The item is flagged as Obsolete.
  • Change EQ/c settings as needed.
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