Customization CR1666- Change Item Standard Cost from Excel List

Customization CR1666

Change Item Standard Cost from Excel List

Description of Need:

ACME does not use GP MFG, and can use the GP Change Item Standard Cost window to update an individual item standard cost. Doing so will update the item standard cost and post relevant GL adjustments for on hand inventory valuations.

ACME would like a utility to mass update item standard costs using an Excel spreadsheet as the source.

Description of Solution:

Navigation: Tools >> Utilities >> Inventory >> Change Item Standard Cost

A screenshot of a computer AI-generated content may be incorrect.

The user will open the Change Item Standard Cost window and navigate to: Additional >> Update From Excel

A screenshot of a computer AI-generated content may be incorrect.

Field Function
Excel File Use the Browse button to select the Excel file to process. The Excel file must contain the following columns:

A = Item Number

B = New Current Cost

Row 1 will be read as a header row so the integration will begin on Row 2.
PROCESS Processes all of the lines of the spreadsheet. See below for details.

This and the Change Item Standard Cost window should remain open until the utility is complete or has been canceled by the user.
CANCEL Cancels the integration. The utility will finish processing the current item before cancelling.

Updating Item Standard Costs

The utility will first check to ensure that the utility can run. It will ensure that no other inventory utility such as reconcile is being run. If so, the user will be notified and cannot continue.

The utility will ensure that posting dates and permissions are set to ensure that the utility can execute. These checks are the same as when a single item is updated from the Change Item Standard Cost window.

Each item must pass the following validations in order to be updated. If the line does not pass then it will be added to the error log and skipped.

  1. Item Valuation Type is FIFO or LIFO Periodic.
  2. Item does not exist on an unposted PO Receipt or PO Invoice.

After passing the validations, the utility will change the standard cost of the item and automatically add it to a GL transaction to keep the inventory and GL in balance. A progress window will display during the process. When complete, a single GL transaction will be available to post.

Assumptions/Requirements:

  1. The functionality described above will not work with eConnect, any software that uses eConnect, or any software that directly writes to, updates, or deletes from SQL tables.
  2. The functionality described above is intended for the GP Desktop client.
  3. National Accounts functionality is NOT used.
  4. Advanced Distribution functionality is NOT used.
  5. Unless otherwise noted in this document, reporting is not included in this estimate.
  6. Unless otherwise noted in this document, Word Template functionality is not addressed.
  7. Unless otherwise noted in this document, the enhancement will not integrate with 3rd party products.  Some examples of 3rd party products would be:
  • An ISV plug-in product including WilloWare products
  • A dexterity customization designed by another developer
  • Dynamics GP Modules including, but not limited to:
  • Project Accounting
  • MDA
  • Analytical Accounting
  • Copy functionality found in SOP, POP and Inventory
  • Field Service
  • Extended Pricing
  • Manufacturing

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