Do you need to quickly and easily copy items to new items or departments? IDT - Copy Items and Departments will let you copy a range of items to a different department, or use an existing item as a template (using one item as defaults for the fields) for a new inventory item.

With IDT - Copy Items And Departments, there are two ways to copy items to a new department or item number. The first option works for copying a single "marked" item to a new department and/or item number. The second option works best for copying all items or a range of items in one department to the same item numbers in a new department.

When copying items or departments, all information is copied (including Extended Descriptions) except for the following: Year-to-date and period-to-date figures, valuation, previous period balances, last cost, beginning quantity, net pending and quantity on order. These figures are set to zero for the new inventory item. Since Beginning Quantity is set to zero, serial#'s and costing buckets do NOT get copied to the new item.

How To Copy A Single Item To New Department or Item Number:

An item must first be selected in Maintain Inventory Items as a default or "marked" record. To mark the desired item, select the item in Maintain Inventory Items, then enter "M" at the Accept prompt:

+--------------------------------------------------------------------+
|+==================================================================+|
||INMAINT           Maintain Inventory Items       COMPANY ID: SP   ||
||10/18/91         Software Professionals Inc.     GENERATION #: 12 ||
|+==================================================================+|
|ITEM TYPE (P/S): P    DEPARTMENT : SHA      ITEM NUMBER : 514581B   |
+--------------------------------------------------------------------+
|  ITEM DESCRIPTION..: BASKETBALL SNEAKER                            |
|  EXT DESCRIPTION...: Y                                             |
|  PRODUCT CODE......: B          HIGHTOP BASKETBALL SNEAKER - BOY'S |
|  LOCATION..........:            SIZES ONLY                         |
|                    .                                               |
|                    .                                               |
|                    .                                               |
|                    .                                               |
|                    .                                               |
+--------------------------------------------------------------------+
|ACCEPT (Y/N) : Y    (D = DELETE RECORD FROM FILE) (M = MARK)        |
|                           F8 - Undo                                |
+--------------------------------------------------------------------+

After an item is marked, it can be used as the default for a new item. To copy the fields of the default item to a new item, enter the department and item number to be added. A prompt will appear, asking if you want to add the new item. The options for this prompt now include a third option, "M" to copy a marked record. Enter "M" to copy, then after the new item has been created, you will be taken to the first maintenance screen to easily edit the new record.

How To Copy All or Range of Items to New Department:

Before starting, be sure your files are backed up!

Select Maintain Inventory Items from the Maintenance programs in Inventory. At the "Item Type" prompt, you will have a new function key available, F6-Utility:

+-------------------------------------------------------------------------+
|+=======================================================================+|
||INMAINT1            Maintain Inventory Items        COMPANY ID: SP     ||
||12/28/92          Software Professionals, Inc.      GENERATION #: 12   ||
|+=======================================================================+|
|                                                                         |
|ITEM TYPE (P/S): P                                                       |
|                                                                         |
| F1-Help                F6 - Utility    F10 - Menu     Shft F10 - Home   |
+-------------------------------------------------------------------------+

Press F6 - Utility, and the following menu will display:

+-------------------------------------------------------------------------+
|+=======================================================================+|
||INMAINT1            Maintain Inventory Items        COMPANY ID: SP     ||
||12/28/92          Software Professionals, Inc.      GENERATION #: 12   ||
|+=======================================================================+|
|                                                                         |
|                 += Item Maintenance Utilities ==+                       |
|                 |  C - Copy Items/Departments   |                       |
|                 +===============================+                       |
+-------------------------------------------------------------------------+

If you have III - Import Inventory Items or ICB - Import Batch Change IDs, you will have additional options on this menu.

After selecting Copy Items/Departments, you will be prompted for the Item Type, From Department and To Department. The "From Department" is the source department, and the "To Department" is the destination department. Both the Source and Destination departments must already exist.

After selecting the departments, you will be asked if you want to copy All Items or Range Of Items:

+-------------------------------------------------------------------------+
|+=======================================================================+|
||INMAINT1            Maintain Inventory Items        COMPANY ID: SP     ||
||12/28/92          Software Professionals, Inc.      GENERATION #: 12   ||
|+=======================================================================+|
|Copy Items/Departments                                                   |
|                                                                         |
|Item Type (P/S): P                                                       |
|From Department: 001                                                     |
|To Department..: 244                                                     |
|                 +====== Copy Which Items =======+                       |
|                 |  A - All Items                |                       |
|                 |  R - Range Of Items           |                       |
|                 +===============================+                       |
+-------------------------------------------------------------------------+

If All Items are selected, every item in the source department will be copied to the destination department. If you select to copy Range Of Items, you will be prompted for the beginning and ending item of the range.

A box will then appear showing the copy settings, with a prompt to Accept the settings. If the settings are not correct, answer "N" at the prompt, or press escape. If the copy settings are correct, answer "Y" at the prompt to begin the copy process.

+=========== Copy Items ===========+
|Preparing to Copy...              |
|                                  |
|  From Department:001             |
|    To Department:244             |
|                                  |
|All Items in Department.          |
|                                  |
|  Begin Copy? (Y/N) N             |
+==================================+

As items are copied, the item IDs will display on the screen. After the items are copied, a message box will appear stating the number of items copied and the number of items not copied. Items from the source department will not be copied to the destination department, if they already exist in the destination department.

+-------------------------------------------------------------------------+
|+=======================================================================+|
||INMAINT1            Maintain Inventory Items        COMPANY ID: SP     ||
||12/28/92           Software Professionals, Inc.     GENERATION #: 12   ||
|+=======================================================================+|
|                                                                         |
|Copy Items/Departments      +=========== Copy Completed ============+    |
|                            |     Total Items Copied: 22            |    |
|Item Type (P/S): P          |                                       |    |
|From Department: 001        | Total Items Not Copied:  1            |    |
|To Department..: 244        |                                       |    |
|                            |        Press {--+ to Continue.        |    |
|                            +=======================================+    |
+-------------------------------------------------------------------------+

If a control report was selected when first entering Maintain Inventory Items, the following report will print showing items selected to be copied, and whether or not they were copied:

+-------------------------------------------------------------------------+
|RUN DATE: 12/28/92      Software Professionals, Inc               PAGE 1 |
|RUN TIME: 1:15 PM           Inventory Control                            |
|                   Maintain Inventory Items Control Report               |
|-------------------------------------------------------------------------|
|                                                                         |
|Copying from Department: 001 to Department: 244                          |
|Copying all items in department.                                         |
|                                                                         |
|                                                                         |
|From Item: P00100000001   To Item: P24400000000001  ****Not Copied****   |
|From Item: P0010SHP-8JON  To Item: P2440SHP-988JON  Copied Successfully  |
|                                                                         |
+-------------------------------------------------------------------------+