How to change the Storage dimension group on items with existing Inventory transactions
I have seen numerous occurrences of customers needing to change the storage dimension group on an item with existing inventory transactions. This unfortunately can be a time consuming process, but it is important to do this the correct way to avoid data corruption and potential ledger implications. Rather than taking the non-supported route by performing changes in the back-end, I would recommend the following:
- Count inventory down to zero. You will need to temporarily remove any existing reservations, registrations, etc.
- Perform an Inventory close (Inventory management > Periodic > Closing and adjustment)
- After performing the inventory close, you can change the storage dimension group at the Released item level.
- Note that you will not be able to make this change unless the current session date is after the date of Inventory closing.
Yes, this is a much more time consuming process than making updates via SQL or other unsupported methods, but is essential to ensuring that the integrity of your data is maintained.