This report identifies SKUs that are flagged as discontinued in your system, although they are still active in your Ace warehouse.
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Steps to process this report:
- In Epicor's Eagle Browser, open Inventory Maintenance.
- Enter a SKU from your Discontinued Flag Mismatches report and click the Display button.
- Select the Codes tab.
- Situation A: The store's Discontinued (Disc) Flag is set to Y when the item is still Active at the RSC
- Select N from the Discontinued field (3rd column in IMU). (Multi-store note: The Discontinued setting is master data and applies to all of your stores.)
- Select Y from the Store Closeout field if you do not wish to stock this SKU (if you wish to stock the SKU then select N).
- Multi-store step: The Store Closeout setting is specific to the store selected in the Store field. To change the Store Closeout setting for other stores, select a different store and click the Change button. Repeat this step for each store you want to change.
- Click the Change (F5) button to save the changes.
- Situation B: The store's Disc flag is set to N when the item has been canceled at the RSC
- Select Y from the Discontinued field (3rd column in IMU). (Multi-store note: The Discontinued setting is master data and applies to all of your stores.)
- Click the Change (F5) button to save the changes.
- Repeat these steps for each SKU listed in your Discontinued Flag Mismatches report.
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This process outlines a fast and effective way to fix Discontinued flag issues. The risk involved is when updating a SKU's DISC flag back to No since it is active in your RSC. This can cause product to order again on an RSO when you potentially did not want it. Because of this please manually review the store closeout flag for SKUs where the RSC Disc (Column I) is set to No.
File Prep (A)
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Enable Editing and Enable Content.
- Sort out any data you may want to exclude using the column filters. Consider filtering out RSC Disc = N based on the warning above.
- Click the button in the header called "Export for DI".
- The file is automatically prepped as a .txt file and needs to be saved. Save location defaults to the Desktop\MangoFiles...
- Close out of Excel.
Import the Data (B)
- Open Eagle Browser.
- Locate the folder named Data Import and click on it.
- Select Inventory Import Designer.
- Under Import File Type select Comma Delimited.
- In the top ribbon, select Open (F3).
- Select the file you saved in Step A.4 above.
- Double check the Import File Type is still Comma Delimited.
- In the top ribbon, select Map Field (F6). This is where we'll begin to tell the Eagle system what each column is from the saved file.
- Find and select Store (immediate update), click OK.
- It will ask what Position. Store was column 1 in our file so enter 1, click OK. We'll repeat this for the remaining columns.
- In the top ribbon, select Map Field (F6).
- Find and select SKU, click OK. Position 2.
- In the top ribbon, select Map Field (F6).
- Find and select Discontinued, click OK. Position 3.
- Under Import Options, set the Flex Name to DISC.
- Click on Store for chg and select the store you're working on.
- In the top ribbon, click Import.
- A new dialog box will appear, click Import.
- Once complete the box will pop up, click Cancel and close out of Data Import.
Finalize Changes (C)
- In the Launch bar of Eagle Browser, type RFL and press Enter.
- Print Setup -> Print To -> S (spooler).
- Options -> Store -> Select the store you're working on.
- Options -> Options -> F (update inventory file).
- Options -> Flex Name -> DISC.
- In the top ribbon, click Run (F4).
- You may see a message "No records exist for this flex name." This is okay as things can be automatically finalized for you and doesn't always require the RFL Step.
- You may see a message "Do you wish to exit". Click Yes.
- Close out of RFL. You're now complete. You can spot check IMU if you would like.
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Enable Editing and Enable Content.
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Steps to process this report:
- Select the Products Menu.
- In the search box, type a SKU from your report and press Enter.
- In the General tab, toggle the Discontinued flag off (grey).
- In the Stock & Sell tab, set Store Closeout to Yes, if you do not wish to carry the SKU.
- Press Save in the upper-right.
- Repeat these steps for each SKU listed.
-
This process outlines a fast and effective way to fix Discontinued flag issues. The risk involved is when updating a SKU's DISC flag back to No since it is active in your RSC. This can cause product to order again when you potentially did not want it. Because of this please manually review the store closeout flag for SKUs where the RSC Disc (Column I) is set to No.
File Prep (A)
-
Enable Editing and Enable Content.
- Sort out any data you may want to exclude using the column filters. Consider filtering out RSC Disc = N based on the warning above.
- Click the button in the header called "Export for DI".
- The file is automatically prepped as a .txt file and needs to be saved. Save location defaults to the Desktop\MangoFiles...
- Close out of Excel.
Import the Data (B)
- Select the Utilities menu and click Imports.
- Under the Import Type column, select Products.
- In the upper left, click Start Import.
- Select the Upload File icon in the upper left.
- Find and select the file you saved in Step A.4 above, and click open.
- Under Choose Delimiter, select Comma.
- Under Parameters, select Update Records.
- Turn the File Contains Headers toggle to off (gray).
- Make sure the Mapping Type is set to New Mapping.
- Click Upload.
- Select the Data Mapping button in the upper right.
- Under the Map to Field column, set Description Map to - blank.
- Using the search field above, find Discontinued.
- Under the Map to Field column, set Discontinued Map to - Column 3.
- Click Map Data & Proceed.
- Click Leave.
- Under Data Preview, select Mapped Columns and Verify that each column has the appropriate data.
- Click Finalize at the bottom right corner.
- A popup will appear; click Finalize again.
- Import is underway, click Ok.
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Enable Editing and Enable Content.