About Change Inventory Type

Updated by Cheryl Wallace

Change Inventory Type is used to to change the inventory type assigned to a part number. Since the inventory type determines the behaviour of a part number and its eligibility for different types of actions, this impacts the part number's history and outstanding transactions and documents.

Once an inventory type has been changed, the Change Inventory Type document is visible on the part number's Transaction History tab.

Consider making the existing part number inactive and creating a different part number with the desired inventory type instead of using Change Inventory Type.
Change Inventory Type should be used with caution. Once the inventory type is changed, it cannot be undone.
See this video on using Change Inventory Type.

The consequences of each inventory type change are below

Serialized to Consumable

  • First item ID becomes the Primary ID. All other item IDs become alternate IDs.
  • All service requirements and history are lost.
  • All outstanding transfers and purchase orders remain.
  • Any outstanding issues are no longer outstanding.
  • Transaction and Transfer Rate Sheets must be updated to reflect the new inventory type rates.
  • Transaction Rentals are ended.
  • Transfer Rentals are ended.

Serialized to Bulk

  • First item ID becomes the Primary ID. All other item IDs become alternate IDs.
  • All service requirements and history are lost.
  • All outstanding transfers, and purchase orders remain.
  • Any outstanding issues remain outstanding.
  • Transaction and Transfer Rate Sheets must be updated to reflect the new inventory type rates.

Serialized to Non Stock

  • First item ID becomes the Primary ID. All other item IDs become alternate IDs.
  • All service requirements and history are lost.
  • Unreceived transfers are closed.
  • All outstanding purchase orders remain.
  • Any outstanding issues are no longer outstanding.
  • Transaction Rate Sheets must be updated to reflect the new inventory type rates.
  • Transaction Rentals are ended.

Consumable to Bulk

  • Previous consumable issues are now outstanding.
  • Transaction and Transfer Rate Sheets must be updated to reflect the new inventory type rates.

Consumable to Non Stock

  • Unreceived transfers are closed.
  • Transaction Rate Sheets must be updated to reflect the new inventory type rates.

Consumable to Serialized

Not permitted.

Bulk to Consumable

  • Previous issues are no longer outstanding.
  • Transaction and Transfer Rate Sheets must be updated to reflect the new inventory type rates.
  • Transaction and Transfer Rentals are ended.

Bulk to Non Stock

  • Previous issues are no longer outstanding.
  • Unreceived transfers are closed.
  • Transaction Rate Sheets must be updated to reflect the new inventory type rates.
  • Transaction and Transfer Rentals are ended.

Bulk to Serialized

Not permitted.

Non Stock to Consumable

  • QOH must be added.
  • Minimum and Maximum values must be added for each stocking location if applicable.
  • Transfer Rate Sheets must be updated to reflect the new inventory type rates.

Non Stock to Bulk

  • Previous non stock issues are now outstanding.
  • QOH must be added.
  • Minimum and Maximum values must be added for each stocking location if applicable.
  • Transaction and Transfer Rate Sheets must be updated to reflect the new inventory type rates.

Non Stock to Serialized

Not permitted.

See also:

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