How to do a Part Number Change / Replacement

There will be times that a manufacturer will change a part number or a new part will replace another. Follow the steps below to flag the old part number so that users will know to look at the new number and the system will know to use the new number.  Or read the section below describing the Automatic Replacement option.

 

Rules followed during Part Number Change

 

Manual Replacement option

 

  1. Select PI Menu>>File Update>>Parts Information.

  2. Enter the part number you wish to review or change or press F2 for a pop-up list.

  3. Press Shift+F4.

  4. After password is entered, press Shift+F4 again.  

  5. Select Part Change.

  6. Type in the new part number and mfr/supplier code for the new part.

  7. Press ENTER.

  8. If this part is not an existing part, you will receive a series of messages.

  9. Select Yes to add the part to inventory.

  10. Select Yes or No depending on whether you want a quick code added for the old part to point to the new part number.

 

Automatic Replacement Option

 

Select >>>PI >>>Price Book Processing >>>Update Parts Inventory from Price Book

In order to safeguard against accidentally using the Automatic Replace By option, we have separated this ability from the standard questions.  The following steps will need to be completed if you would like the system to automatically process Replace by information while applying your price book.

 

Answer the questions as applicable.

  1. Enter in your price book code and press Enter.

  2. Press Enter to <Select> manufacturers for the price book

  3. Press Shift F2 to access the question to process Automatic Replace By information.

 

One Part number is Replaced by Multiple part numbers

 

  1. Select PI >>>File Update >>>Parts Information

  2. Type in the Original Part number and press enter

  3. Press SF4 - type password and SF4 - choose Part number change.

  4. Type one of the part numbers that the part changes to

  5. Press Enter

  6. Answer YES to keep the old parts as a QUICK CODE.  Note:  This part will receive all the original parts qty, sales history, bin locations etc.  

  7. Now Press ESC and type in the Original Part number again and press ENTER.

  8. The Part number will appear and QUICK CODE will be identified at the top.

  9. Press F10 (Alternate Parts)

  10. Down arrow to a blank Line and press F4 (edit)

  11. Type in the additional parts and press ENTER when all parts are listed.

 

From this point on, when this part is chosen during invoicing all parts will appear in a list to choose from.  You will have to select each one individually.

 

This option allow you to change a part number.

 

Change  Part Numbers

  1. Select Parts Inventory Menu>>Processing>>Part Number Change.

  2. Select Old Part Numbers.

  3.  

  1. Complete this screen.  (Click on a field name for an overview. An asterisk (*) denotes required fields.)

                                                                                                            Mfr         SupHow

*Old Part Number  button_maroon_med.jpg        button_maroon_sm.jpg      button_maroon_sm.jpg

                                                                                                             Mfr         Sup  

*New Part Number  button_maroon_med.jpg        button_maroon_sm.jpg      button_maroon_sm.jpg                                                                                           
 
 

                                                                                                  Clear / Exit

 

 

When entered is pressed a pop up box will appear asking if you would like the old part number to a quick code pointing to the new part number. The transaction is then completed.

 

For Multiple Companies

 

 Basic has a utility to do part number changes across companies. If you are interested in using this program please contact the support team.