Item Cleanse

Deanna,

Cleaning up Item data (mfg #, UOM, Etc) is a daunting task as there so many related applications that not only share the item number but they also may share the mfg number, vendor number, etc. IC11, IC12, PO13, PO15, PO25 are prime examples. That being said....

First and foremost, you can't delete items unless they've never been used so the best you can hope for is to clean up and match data and inactivate what you don't need. To achieve this you must be familiar with Excel and some of the functions like VLOOKUP, if you're not, the task just got harder. The use of Add-Ins (or Crystal Reports?) is also strongly recommended as the ability to pull all the data you need is difficult without it.

There's more to the process but if you're not good with Excel and can't pull the additional data that the Lawson/Infor reports don't provide, there's no need to go into additional details. At the risk of repeating myself, this is a daunting task.

If you respond, I'll do my best to reply in a timely fashion.

Mark

Mark,

Thanks so much for your reply.  Please know that I have over 16 years experience with Lawson and am well versed in the xcel addins and excel functions.  My main focus is EDI and as you can imagine, item cleanse issues are very prevelent when sending orders electronicallly.  I am also very experienced with all things supply chain related, but have worked with other that focused on the item cleanse details.  As such, those others are no longer with the company and left no documentation.  

We are trying to put together a written process so that we don't missing anything... including open IC transaction and Open POs to try to get everything cleaned up as possible so we don't "kick the can down the road" and have to reactivated and update records and re-inactivate.

Again, thanks in advance for any information you can share.

Deanna

Some of this may be of use to you.

PREREQUISITES
1. Collect list of items and new LUMs. Flag on of the IC11 UF’s to signal item will be subject to change.
2. Turn off allocations & picking WH110 & WH130
3. Cease receiving & picking
4. Clear all open receipts, receipt adjustments, pick tix and shipments. (Make a list.)
5. Remove open PO’s (Make a list)
6. Post IC130

UOM CHANGES
1. Set IC12 default UOM for items. This must be run for each item. Alternatively, Perform change by MOA upload. Hint: Use “TEMP” UOM
2. Set IC00 to Allow UOM Changes
3. If multiple items, set IC12 Special Cycle Count flag on the items requiring UOM change. If a single item, adjust using IC24.
4. Add LUM to IC11 with multiplier = 1 (set Track = X, Sell = 2, Sell Price = 2, Buy = 2)
5. (If necessary) Run IC331 Mass PAR Change on the items flagged for change. This must be run for each item. Alternatively, Perform change by MOA upload. Hint: Use “TEMP” UOM
6. Remove SOH from IC12. Use IC24 or Create IC70 based on step 2. Run IC170, IC72, IC175, IC130
7. Add LUM to IC11 with multiplier = 1 (set Track = X, Sell = 2, Sell Price = 2, Buy = 2)
8. (If necessary) Run PO115 to remove UOM’s from Templates. This must be run for each item. Alternatively, Perform change by MOA upload. Hint: Use “TEMP” UOM
9. Change Stock UOM on IC11
10. Change UOM multipliers on IC11
11. Reverse step 8
12. Reverse step 5
13. Reverse step 6 (consider multipliers in new SOH quantities – use new LUM) (Or take a Physical)
14. Reverse step 1
15. Update IC12 (Reorder Points & Costs)


Print new bin labels
Download PARs to handhelds
Create new bar code scan sheets for each cart
Verify replenishment jobs
Execute test scripts
o Validate Allocations
o Validate Pick for Par
o Validate IC141 & IC142 replenishment jobs
o Validate MDC pick tickets
o Validate Fill/Kill
o Validate transfers and issues made for EXCHG
o Validate IC524 (future Cerner interface)
Complete training
Cutover to PROD
o Repeat steps 1-17 in PROD
o Reactivate WH110/WH130
o Add back any PO’s removed