Considerations when changing from managing CENTRALLY to ENTERPRISE

Once you switch from managing CENTRALLY to managing by ENTERPRISE, the Purchasing tabs on the Data -> Parts Items  -> Primary Information screen become unavailable. You must use the Purchasing tabs on the Data -> Parts Items  -> Location Information screen instead.

Because data is not automatically copied from one screen to another, you should perform the following tasks prior to changing to managing by ENTERPRISE:

• Copy the following information from the Purchasing Info tab on the Data -> Parts Items -> Primary Information screen to the Purchasing Info tab on the Data -> Parts Items -> Location Information screen: manufacturer name, manufacturer part number, model, preferred vendor ID, and preferred repairer.

• Copy all the information on the Purchasing Notes and Stock Mgt tabs on the Data -> Parts Items -> Primary Information screen to the Purchasing Notes and Stock Mgt tabs on the Data -> Parts Items -> Location Information screen.

• Copy all the information on the EOQ tab on the Data -> Parts Items -> Primary Information screen to the Replenishment tab on the Data -> Parts Items -> Location Information screen.

• Use the Data -> Parts Items -> Setup -> Units of Measure screen to create a new Units of Measurement table.

• Confirm that the unit of measure on the Data -> Parts Items -> Primary Information screen is the issuing unit of measure and that any purchasing units of measure that are larger than this are defined in the Units of Measurement table.