Part Merge

The Part Merge screen enables you to merge parts. To merge a part means to convert the stock of one part to the stock of another, combine the historical movement data for the two parts, and continue to collect historical data for the two parts in the history of the surviving part. The merge process combines quantities and values on hand, quantities and values on order, historical movement data (e.g., lead time, monthly totals of quantity, value ordered), equipment types used on, vendor contract part prices, and vendor/part information.

After the information from the two part IDs is combined, all information about the non-surviving part ID is deleted. It is as if the old ID never existed and was always part of the surviving ID.

Perform a merge only when you are certain that all history does in fact belong to the surviving ID. If it does not, then there are probably other procedures you can follow as an alternative, such as inactivating the old ID so that it can no longer be used. Part merges are permanent and cannot be undone.

You cannot two merge parts if the pricing method or lot tracking method is different.

• Note: Once two parts are merged, you cannot undo the merge. You either need to perform a full restore of the database or delete the part that is currently in the system and recreate both parts with no history.

Detail View Header

The field in the top section of this tab defines the data that displays.

Part ID to be merged

Identifier of the part that will be merged with the part ID in the Merge into part ID field. The ID is associated with the part suffix. This field has a list box. The part's description displays to the right of the ID.

Part IDs are defined on the Data -> Parts Items -> Primary Information screen.

Part suffix of part to be merged

Suffix associated with the part in the Part ID to be merged field.

Detail View

Data in the bottom section of the tab define the part to merge into. Unless otherwise indicated, these fields are required.

Merge into part ID

Identifier of the part to merge the part into. This field has a list box. It must be a valid part ID.

• Tip: If the part ID-suffix being merged does not exist at the location for the surviving part ID-suffix, the surviving part ID-suffix is used. This renumbering policy ensures that all the settings from the old part ID-suffix are retained.

Part IDs are defined on the Data -> Parts Items -> Primary Information screen.

Part suffix of part to merge into

Suffix associated with the part in the Merge into part ID field.

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See Also

Part merge processing: Explanation of the actions that occur during a part merge.

Kits in part merge processing: How to merge parts that are kits.