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.

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.