Microsoft Dynamics GP Item Class Script


A Microsoft Dynamics GP 2010 end user wants to create a new Item Class and run an update script in SQL to change the class ID for a bunch of items to this new class ID.

That's doable.  But, the difficult part is making sure that the changes within the new class are rolled down to the items within that class.

Has anyone out there created any sort of SQL script that will automatically roll down changes from an item class to its items?

Is there a third-party solution that would conduct this?

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Steve EndowMicrosoft MVP - Dynamics GPCommented:

It looks like there is one commonly recommended option, and a second possible option I found that you would have to test.

The recommendation I'm seeing is to use a Macro to assign the new class to the selected items.  The macro would assign the new class and click the rolldown dialog.

See Ian's response in this thread:

And David's post on macros:

I'm not a fan of macros because they are tedious to setup.

So, I'm thinking that one other possible workaround would be:

1. Create your new item class with the bare minimum field values populated
2. Use SQL to assign the new class to the selected items
3. Open the new item class in GP and populate all of the relevant fields
4. Save the new updated item class. You will be prompted to roll down changes to all items using the class.

It looks like this might work, but when I did a quick test, it seems that if you only update one or two values on the item class, GP may not roll down EVERY value from the item class to the items.  That's why I would recommend trying to setup the new class with the bare minimum fields, then fill out the rest of the fields after you've assigned the class to the items.

Give that a try in a TEST environment and let me know if it works for you.


Steve Endow
Microsoft MVP - Dynamics GP
Dynamics GP Certified IT Professional

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