Change Item Type in Business Central: Resolving Item Setup Errors

 

Change Item Type in Business Central: Resolving Item Setup Errors

 

When managing inventory in Microsoft Dynamics 365 Business Central, setting up your items correctly is crucial for maintaining accurate financials and inventory records. But what happens if you've mistakenly set up an item as an inventory item when it should have been non-inventory or vice versa? Here’s how you can correct such an error.

Once an item card has associated item ledger entries in Business Central, the system prohibits direct changes to the item type on the card. However, there are ways to work around this:

 

 Option 1: Create a New Item Card

1. Ensure Zero Inventory: Confirm that the incorrectly set up items have zero inventory and are not included on any open document or journal lines.

2. Create and Block: Stop using the incorrect item card. Instead, create a new item card with the correct Inventory type. Block the old item to prevent further use.

Option 2: Use a Configuration Package

User could also use configuration package to force change the item type for an item.

1. Preparation: Similar to the first option, verify the items in question have zero inventory and no pending transactions. This means to check open quantity on sales order, purchase order, assembly order, and production order.

2. Configuration Package: create a configuration package targeted at the item table, including only the item number and item type fields. Configuration packages can bypass certain validations, allowing you to change the item type even after ledger entries exist.

Mistakes in item setups can be rectified, but it’s crucial to tackle them with care to avoid impacting your financial reporting. Always consult with your accountant or a Business Central expert when making these changes to ensure that they align with your overall accounting practices.