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:
- In Item maintenance, select the client where the inventory resides.
- Click on TOOLS.
Select Move to Other Client.
- The Move Client Items screen defaults the From Client:
- Select the Move To Client.
Select the items to move with checkbox on left.
- OPTIONAL Check box to Move item usage.
A pop up will ask to confirm the move, click Yes.
Next, the option to Display Log appears:
- The log displays the processes performed.
- 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.