When an EDI supplier identifies discontinued items in a EDI maintenance or invoice file, EDI processing will make the following changes to the item in Paladin Point of Sale to prevent future orders:

  • The order quantity (Order Qty) is set to 0, and the value is locked.
  • The maximum quantity (Max Qty) is set to 0, and the value is locked.
  • The second item description (Desc 2) will contain this text (or something similar):
    Item cancelled by supplier name

When EDI processing is completed, a discontinued item list with replacement items (if provided by the supplier) will appear in the corresponding EDI report in Paladin Point of Sale.

Suppliers may reuse discontinued part numbers. To prevent part number conflicts or erroneous updates from unrelated items due to part number reuse, you are required to rename discontinued inventory item part numbers. Steps are provided below in this section: How to find and rename discontinued items from EDI suppliers

After you have renamed the discontinued item, if you know the replacement part number, you can optionally merge the discontinued item with the replacement item. When you do this, the discontinued part number is added as alternate part number, and the following information from both items will be combined in the replacement item:

  • Stock on hand (SOH)
  • Sales history (Sales Figures)
  • Quantity on order (On Order)

After the merge is completed, the discontinued item is deleted.

Steps for merging items are provided below in this section: How to merge a discontinued item with a replacement item

How to find and rename discontinued items from EDI suppliers

  1. Open Paladin Point of Sale.
  2. On the top ribbon, click the Inventory module.
  3. On the bottom ribbon, click EDI or press F9.
  4. In the EDI Processing window, click Reporting.
  5. Select a Start Date and End Date, and then click Get EDI Records.
  6. For each report that you have not reviewed, do one of the following to create the report:
    • Click its magnifying glass.
    • Highlight the row, and then click Generate Report.

    Tip: To sort the list by the values in a column, click the column header.

  7. Discontinued items and replacement items (if specified) will appear in these EDI report sections.

    In this EDI report

    Discontinued items appear in this section

    Maintenance Report

    Supplier Discontinued, Items Max set to 0 W/ Replacement Part Number

    Invoice Report

    Supplier Discontinued Item With Replacement Part NumbersThe following pictures show examples of the discontinued item lists.

    The following pictures show examples of the discontinued item lists.

     

  8. Print and/or save the reports with discontinued items.

    Tip: You only need to print the page(s) that show discontinued items.

  9. In the Inventory module, you must rename the discontinued part number.

    Note: EDI suppliers may reuse discontinued part numbers. To prevent future part number conflicts or unwanted updates to discontinued inventory items by new unrelated items, you are required to rename a discontinued part number.

    Example: If the supplier uses a six-digit numeric part number, you can use any value except a six-digit number. For example, you can preface the discontinued part number with the letter Z.

    1. On the top ribbon, click Inventory or press ALT + 3.
    2. In the Part # box, enter the discontinued part number, and then press Enter.
    3. On the bottom ribbon, click Rename Item or press F3.
    4. In the New Part # box, modify the part number so it no longer fits the supplier’s part number scheme.
      Example: If the supplier uses six-digit part numbers, and the original part number is 123456, in the New Part # box, you can enter Z123456.
    5. Click Rename or press F12.
    6. Repeat the renaming procedure for each discontinued item.

How to merge a discontinued item with a replacement item

IMPORTANT: Before you begin the merge process, you must make a backup of your database. An inventory merge cannot be undone. You must also have renamed the discontinued item part numbers. For instructions, see the previous procedure: How to find and rename discontinued items from EDI suppliers

  1. On the top ribbon, click Inventory or press ALT + 3.
  2. In the Part # box, enter the replacement part number, and then press Enter to open the inventory item.
  3. Press Ctrl + M to open the Inventory Merge window.
  4. In the Administrator Login window, in the Password box, enter your administrator password, and then click OK.
  5. In the Inventory Merge window, in the search box, enter the discontinued part number, and then click Find.
    Note: If you renamed the discontinued part number, enter the new name.
  6. In the list of search results, in the discontinued item’s row, in the Select column, select the checkbox, and then click Merge.



  7. In the Database Merge window, do one of the following:
    • If you have verified that you have a backup of your Paladin Point of Sale database, click Yes.
    • If you do not know if you have a current database backup, click No to stop the inventory merge process. You cannot undo an inventory item merge.

    8. When the inventory merge is completed, and the Merge Success window appears, click OK to close the window. To view the updated replacement item, close the inventory item and re-open it.

    Note: The merge process deletes the discontinued item.

  8. Repeat these steps for the remaining replacement inventory items.

If you have questions or suggestions about this information, contact support@paladinpos.com.

*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 10/19/18