Convert Item

Convert Item

This transaction converts an item number to a different item number based on item status changes. Use cases include grading changes where each grade has a different item number, or condition changes (e.g., converting new appliances to a different item number when scratched or dented for different pricing and inventory tracking).

The transaction creates a two-line adjustment in Dynamics GP Inventory Transaction Entry:

  1. One line to remove the original item under the original item code
  2. One line to add it back under the new item number

Field Descriptions

Site — Can be set to default based on a profile setting, otherwise selected. Both the remove and add operations are recorded to the same site.

From Item — Select the original item currently in inventory.

From Bin — Select the bin where the inventory is located.

To Item — Select the item to convert to for adding back to inventory.

UOM — The transaction is completed in the item's base unit of measure. Both the From and To item codes must have the same base UOM to enable conversion.

Quantity — Enter the quantity for quantity-tracked items. The quantity to convert cannot exceed the site+bin available quantity.

If the item is LOT tracked, select the Lot. Corresponding setting options include:

  • Lot Assigns for Transformed Item — Originating, User Entry, or GP Lot Mask Auto-Assign
  • Lot Manufacturer Date Assignment and Lot Expire Date Assignment — Can be configured to use the originating date or assign a different date

If the item is SERIAL tracked, select the Serial to convert.

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